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Descriptions of all reports available for participants

Last Updated: Dec 20, 2016 04:37PM EST
In our December 2016 release, we launched a feature to provide a short description of each report. This description dynamically appears when the report is selected from the report drop-down menu on the client page. 

In this article you can find a short description of all of the available reports that are in the DNA Platform. Each report description begins with the intended use of the report, at the bottom of this page is a description of all of the intended uses. 

 
Natural Behavior Description
FDNA Summary Report Investors self-guided: 6 pg overview, risk, behavioral biases
Financial Talent DNA Report Investors self-guided: 1 pg graphing talents on 10 areas of finance
FDNA Financial Planning Report Facilitated: 9 pg in-depth review of risks, biases and relationship factors
FDNA Wealth Mentoring Report Facilitated: 29 pg full detail of all aspects of natural behavior
FDNA 1-Page Factor Report Facilitated: 1 pg overall of all factors and trait scores
Financial Advisor Talent Report Advisors: 1 pg graphing natural advisory talents in 10 areas
FDNA Behavioral Management Guide Advisors: 5 or 9 pg report for meeting prep and managing clients
FDNA Investment Risk Report Investors self-guided: 3 pg overview of risk
BDNA Summary Report Self-guided: 6 pg overview, business risk, communication
Business Talent DNA Report Self-guided: 1 pg graphing talents on 10 areas of business
Workplace Operation Report Facilitated: 9 pg in-depth workplace behaviors, relationship and factor scores
BDNA Coaching Report Facilitated: 28 pg full detail of all aspects of workplace behaviors
BDNA 1-Page Factor Report Facilitated: 1 pg overall of all factors and trait scores
BDNA Hiring Report Hiring managers: 3 pg for interviewing and role alignment
BDNA Career Report Self-guided: 3 pg for career planning
Outside Sales Talent DNA Report Sales manager: 1 pg graphic on outside sales talents for role alignment
Inside Sales Talent DNA Report Sales manager: 1 pg graphic on inside sales talents for role alignment
Sports DNA Summary Report Athletes self-guided: 5 pg overview of talents and playing as a team
Leadership Behavior DNA Report Self guided: 19 pg overview of Leadership Behavior DNA style
Communication DNA Description
CDNA Consumer Self-guided: 1 pg explaining personal communication style
CDNA Premium Facilitated: 1 pg explaining communicaiton style and 4 factor scores
DNA Client Service Service provider: 1 pg customizing service based for communication style
DNA Custom Experience Service provider: 1 pg customizing experiences based for communication style
Sales Adaptation Sales: 1 pg explaining a custom sales process for participant's style
CDNA Customized Meeting Guide Service provider: 2 pg meeting prep guide to customize meeting for participant
Ipac- CDNA Client Self-guided: 2 pg explaining personal communication style
Leadership 360 Description
BDNA Leadership Performance Report Self-guided: 4 pg Leadership 360 results report (intended for participant)
BDNA Leadership Performance Report (Coach) Facilitated: 22 pg Leadership 360 results reports (intended for Coach)
Quality Life Discovery Description
DNA Quality Life Perf. Report- Advisor Facilitated: 13 pg Quality Life Discovery results (intended for advisor)
DNA Quality Life Perf. Report Self-guided: 4 pg Quality Life Discovery results (intended for participant)
Quality Life Planning Description
Quality Life Planning Report Self-guided: 8 pg Quality Life Planning Report (intended for participant)
Behavioral IPS Description
Behavioral IPS Report Facilitated: 6 Pg (Part 1) PDF Report intended to be combined with Part 2
Financial Personality Discovery Description
Financial Performance Report Self-guided: 14 Pg report comparing natural vs learned behavior

Advisors: Reports intended for the advisors to primarily use internally. These reports can be shared with clients, but we recommend that the advisor reviews them prior to sharing them.
Athletes self-guided: Reports intended for individual sports players to read the self-guided report.
Facilitated: Reports that contain detailed information and are highly customized based on the personality of the participant. These reports are intended for the coach or advisor to facilitate the participant through the report rather than the report be provided immediately to the client. 
Hiring managers: These reports contain detailed information that used in the hiring process (hiring questions, role placement, and preferred work environment details). These reports are not intended for the hiring candidate for a job and are only intended for the hiring manager. The Business DNA Summary Report is the intended report for hiring applications of Business DNA. 
Investors self-guided: Reports intended for individual investors to read the self-guided report. For couple investors, each individual receives their own report. 
Sales manager: These reports contain detailed information that is used in the hiring or review process for sales talents. These reports are primarily intended for the sales manager to review team alignment, however, these reports could be provided to the sales team manager where applicable. 
Self-guided: Reports intended for participants to read the self-guided report.
Service provider: Reports intended for service providers to read the report on how to customize the service process for the client / customer. 

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