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Review user activity and engagement across the platform

Learn how to review user activity and engagement data - filtering by date range, department, role, and location, viewing activity heat maps and trends, analysing engagement across modules, and exporting reports as PDFs.

Understanding how your team engages with Performance Leader is key to driving adoption and identifying opportunities for support. This guide will walk you through the engagement reporting tools available to admins, showing you how to review activity data, apply filters, dive into detailed breakdowns, and export insights.

The engagement dashboard provides a snapshot of user activity across your organisation.

  1. Navigate to your admin menu

  2. Click on the 'Engagement' option

  3. You'll see an immediate snapshot of user activity across your selected scope

Setting your date range and filters

Customise the data you're viewing to focus on the most relevant information for your needs.

  1. At the top of the page, locate the date range selector

  2. Choose your preferred time period (for example, last 12 months)

  3. Apply filters to view data by:

    • Department

    • Role

    • Location

  4. As you adjust these filters, the data will update dynamically in the background

Exploring detailed activity rankings

Dive deeper into specific user engagement metrics to understand who's most active on the platform.

  1. Scroll to the detailed breakdown of activity rankings

  2. Use the toggles to filter or sort the data

  3. Use the search function to find specific users or teams

  4. Expand the view to full screen for a more detailed analysis

Analysing engagement by module

See how users are engaging with different features across the platform.

  1. Continue scrolling through the report to see breakdowns by module

  2. Review engagement data for:

    • Reviews

    • Objectives

    • Feedback

    • Check-ins

  3. Identify which pages are most popular across your organisation

  4. Use these insights to understand where users are finding value and where they might need additional support

Exporting your engagement report

Share insights with stakeholders by exporting your data as a PDF.

  1. At the top of the engagement page, locate the export option

  2. Click to export the current view as a PDF

  3. The PDF will include all the data and visualisations from your current filter settings

If you need more guidance or have questions about engagement reporting:

  1. Click on the 'User Guide' option within the platform for contextual help

  2. Access the 'Support' menu to explore additional resources and articles

  3. Contact your Customer Success Manager

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