The Reporting page lets you compare many Profiles quickly. By default, all available Profiles are included. Use Filter to narrow the dataset by Tag or by DISC letter style (e.g., DI, SC).
Changes to filters update every section of the page so you’re always looking at the same cohort.

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How to use Reporting

  1. Open Reporting from the left navigation.
  2. (Optional) Click Filter near the top of the page:
    • Tags: Include only Profiles with the selected tags.
    • DISC letter styles: Include only the chosen styles (e.g., DI, SC).
  3. Review the sections from top to bottom (distribution ➜ AI debrief ➜ tables) to move from overview to detail.
Create and apply meaningful tags (e.g., Fall Recruiting 2025) before running comparisons so you can isolate cohorts with one click.

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Sections at a glance

Reading order: Start with the DISC distribution to understand team makeup, scan the AI debrief for themes, then use the tables to pinpoint who drives those patterns.

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DISC Makeup

The DISC Makeup table shows the percentage of the selected team that falls into each DISC domain:
  • First letter – % of team where this letter is the leading style (e.g., “D” in DI).
  • Contains letter – % of team where this letter appears anywhere in the style (e.g., “S” in SC).
  • Single letter – % of team whose style is defined by this single letter (e.g., pure C).
This gives you a quick view of team composition, answering questions like:
  • Which style is most common?
  • How evenly distributed are the four letters?
  • Do we have gaps or overrepresentation in certain styles?
Use case: A leader may check if a roster skews toward S and C types (steady, precise operators) versus D and I types (fast-paced drivers and influencers).

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Playbook AI — Team Debrief

Directly beneath the table, Playbook AI analyzes the entire group at once.
  • Pulls from all DISC, Focus, and Core data of the filtered Profiles.
  • Highlights team-level patterns, strengths, and risks.
  • Notes contrasts (e.g., “some very outgoing, others reserved”) and convergence points (shared values or tendencies).
  • Surfaces cultural tone and how the group may respond under stress.
The narrative is written in plain language and includes highlighted keywords for quick scanning (e.g., Dominance, Influence, Steadiness, Correctness).

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DISC Style Summary

The DISC Style Summary provides a table and comparison tools for analyzing DISC scores across multiple Profiles. It’s the most interactive section of the Reporting page.
  • Table view: Each row is an individual Profile, showing:
    • Letter style (e.g., SC, DI, IC)
    • Domain scores for Dominance, Influence, Steadiness, Correctness (0–100 scale)
  • Averages row: Displays team-wide averages at the top.
  • Highlight extensions: Toggle on/off to flag extreme scores:
    • 0–10 = very low
    • 90–100 = very high

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Compare mode

  1. Select one or more Profiles in the table.
  2. Click Compare.
  3. A line graph appears, plotting each selected Profile across the four DISC domains.
This allows for side-by-side visual comparison of individuals, making it easy to spot differences and similarities.

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Apply as filter

  • After selecting one or more Profiles, click Apply as filter.
  • This narrows the entire Reporting view (including AI debrief, Core Values, and Focus Scores) to only those Profiles.
  • Useful for ad hoc subgroups that don’t have a dedicated Tag.

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How to use this section

  • Roster planning: Compare two or three candidates visually before making a decision.
  • Role fit: Check how one person’s style balances or contrasts with the team average.
  • Cohort analysis: Apply filters for subsets (e.g., “all incoming freshmen”) and review their distribution.
Use Highlight Extensions to catch potential outliers quickly. A very high D (90+) paired with a very low S (10–) will behave differently than someone with balanced scores.

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Core Values Summary

The Core Values Summary table compares what motivates each Profile in the selected group. It displays the top five values for every individual, side by side, as well as a calculated set of Team Values at the top.
  • Team Values row – Aggregates the most common motivators across the selected Profiles, giving you a snapshot of shared priorities.
  • Individual rows – Each Profile is listed with their first through fifth values in order of importance.

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How to use this section

  • Spot common drivers: Check the Team Values row for themes that shape group culture.
  • Identify alignment/misalignment: Compare individual values against team values to see who is highly aligned versus who may need unique support.
  • Pairing and coaching: Use the second and third values to fine-tune how someone stays engaged beyond their top motivator.
  • Role fit: Ensure high-priority values (e.g., Advancement, Integrity) align with role expectations and team environment.

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Examples

  • A team where Freedom and Integrity show up consistently may thrive on autonomy and ethical clarity.
  • An individual with Economic Security as their top value may prioritize stability, which can shape how they evaluate opportunities.
  • Someone with Achievement or Power in their top five may be especially driven by competition and leadership chances.
Use this table alongside the DISC Style Summary to see how motivation (why someone acts) aligns with behavior (how they act).

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Focus Summary

The Focus Summary table shows how each Profile scores across the five Focus domains and their six underlying facets. Because this is a large dataset, the section uses tabs to help you view one domain at a time.
  • Tabs for each domain: Flexibility, Organization, Communication, Understanding, Stability
  • Averages row: Displays team-wide averages at the top
  • Individual rows: Each Profile’s domain score plus all six related facet scores
  • Highlight extensions: Toggle on/off to flag extreme facet scores
    • 0–10 = very low
    • 90–100 = very high
  • Flexibility: Creativity, Aesthetic Appreciation, Emotional Awareness, Innovativeness, Intellectual Curiosity, Open-Mindedness
  • Organization: Self-Belief, Systemization, Responsibility, Goal-Oriented, Discipline, Prudence
  • Communication: Friendliness, Sociability, Leadership, Vigor, Adventure-Seeking, Cheerfulness
  • Understanding: Trust, Integrity, Generosity, Teamwork, Humility, Compassion
  • Stability: Composure, Temperance, Optimism, Confidence, Self-Control, Resilience
Switching tabs does not reset filters, only the dataset you’re viewing.

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How to use this section

  • Spot extremes quickly: Use Highlight Extensions to identify individuals with standout strengths or gaps.
  • Compare individuals vs. averages: Look at the team average to see where one person may be unusually high or low.
  • Drill down domain by domain: Tabs keep the view manageable. Focus (no pun intended) on one area before moving to the next.
  • Combine with other tables: Check whether high/low Focus facets align with DISC or Core Values for deeper insights.

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Examples

  • A team with consistently high Stability facets may stay calm and resilient under stress.
  • A single individual with very high Innovativeness but very low Prudence may generate ideas rapidly but need structure to follow through.
Use the table for pattern recognition—look for clusters (e.g., several individuals with high Communication facets) that shape team dynamics.