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Where do I start?
Welcome to Cascade strengths reports. Here you will find information to guide you through the steps in Cascade. Starting with entering your client’s themes, through to printing personal reports for a coaching session.
The video below provides a quick your of Cascade and how to create your reports. It covers importing themes from Gallup Access, selecting teams and setting up the path for making PDF files. It also shows where to get help and fine more information.
Receiving your Cascade File
After ordering Cascade, you will receive an email to download your copy of Cascade. We process orders within a few hours and please bear in mind that in the UK we may be in a different time zone.
Follow the link in your email to download your Cascade file. Save it to your computer where you keep your important documents, preferably not on your Desktop or in the Download folder. Do remember to include the Cascade file as part of your backup process.
When opening Cascade, check that Macros are Enabled for the automatic features to work. Also, check that you have a full copy of Microsoft Excel.
Introducing the Cascade Menu
The Menu is the central point for Cascade and is a good place to start. There are three sections which guide you from left to right, stepping through the stages of Cascade.
- Enter Themes on the left is where you insert the information for all your clients.
- The Build Team Reports section is all about reports for teams or for more than one person.
- The Create Individual Reports space on the right is where you access and tailor the personal reports for your clients.
Across the top of the Menu are tabs for the Settings and Module options. Your licence information is on the right with Cascade’s version number.
The Menu button at the top left of each report page will get you back to the Menu screen.
1 Enter your Clients into Cascade with the Theme Table
The Theme Table is where you store all your client’s themes. We recommend that where possible you put all your clients in one copy of Cascade. This makes locating them much easier.
There are two main ways to get your client’s themes into Cascade depending on where the information resides.
- Importing from Gallup Access. If you supply the assessment codes from Gallup Access, this is by far the easiest and quickest way to capture your client’s themes.
- Enter the Themes Manually. This is an option for a few people where you select the themes from the drop-down lists. Note: The spelling of the theme names must be exact with no additional spaces and the hyphen in theme Self-Assurance.
The client’s name and themes go in the green section on the right. The pink section in the middle is calculated automatically, providing the number of themes for each person. The blue section on the left is for the client Categories.
Create Client Categories
In the Theme
Discover more about the Theme Table
2 Building Your Team in the Team Grid
The Team Grid is an important page to select the people for your team reports. Use the categories from the Theme Table to select the relevant people. Right click on the heading then tick or untick the groups you want to include or exclude.
You can choose at the top, the number of themes to display and the rows and columns you want to show or hide.
All the Team reports refer to the people in the Team Grid. When you add a person in the Theme Table, check you can see them in the Team Grid so they appear in the Team reports. The Individual reports work on a similar basis where the drop-down list of names is built from those in the Team Grid.
If you need to reset the page or spot any errors, the Refresh Page button will recreate the page and restore order. You won’t lose any theme information.
Discover more about the Team Grid
From the Menu you can view the Team reports. The Summary, Frequency and Spark Chart graphs represent the number of themes chosen in the Team Grid. Either top 5, top 10 or top 15 themes.
There are reports for more than one person, The Power of 2, Team Profiles, Team Roles, All 34 and Labels.
3 Individual Reports
Select a name in the Menu and the Individual reports will adjust for the chosen person. The drop-down list of names
The buttons for the reports let you see what the report looks like and you can change some settings. As a reminder, the settings for each report are shown to the right of the Menu.
Helpful Article: Why are new clients not appearing in the reports?
There are print buttons on the Menu and each of the reports to quickly print a page.
On Windows computers, Print Preview option in the Menu lets you see the page before printing,
Those using a Mac may need to press Command + P to print the page.
How can I Insert a Report into PowerPoint?
Creating PDF Files
Similar to printing, you can create a PDF of the reports. Visit the Settings section from the Menu to insert the folder path location for saving the PDF files. Once the test of the path is OK, you are ready to create PDF files.
Click on the PDF button to generate the PDF file.
Further Help and Support
Each report has its own page on this website describing its purpose and features. These are listed on the right of the screen.
The Support Hub contains articles answering several questions.
If you are still stuck, you can Contact Us.