On your dashboard homepage, click the ‘Data’ button, outlined in red on the image below, in the left-side navigation menu.

On the new page that appears, click ‘Add New Assessment’ (outlined in red on image).

On the new window that appears, select an assessment template from the drop-down menu or choose your own metrics from the metric library.

You should be taken directly to the starting page of the assessment configuration where you can build your assessment.

Configure the reporting period, create your email list of data submitters, and preview the assessment.

When you are ready to send, click send of schedule send your assessment.

Track your progress on the status page where you can see completion rates and progress.