How to upgrade (add reports to) a survey

Didn't generate all the reports you wanted the first time? Or want to get a different type of report? Use the Upgrade feature.

Go to VIEW > View All and find the individual using the Search and/or Filter options. Once found, select by clicking the checkbox and click the Upgrade action button. From the Upgrade Reports panel, check the reports you want to add and click the Add button at the bottom of the panel. Greyed-out (see Personal Dynamics in this example) reports were already generated and cannot be added.  The newly added reports will show in the updated listing.

Where to go:

View > View All Individuals > Upgrade > select reports > Add