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Create a custom report - track scores & benchmark results
Create a custom report - track scores & benchmark results

Track survey results over time and compare results to internal & external benchmarks

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over 11 months ago

What is covered in this article?

Create a report comparing results over time, or to internal/external benchmarks.

Who is this article for?

Admins, Execs, Managers

Tracking and comparing survey results helps you understand progress within the organisation, and whether actions implemented have had a positive impact on employees.

1. Track overall survey score over time

Track your survey scores over time by creating a line graph including the core survey types:

  • Engagement

  • Mental Health

  • DEEI

These 3 trend lines can be overlaid on the same graph to understand the correlation between the 3 topics.

To create this graph:

  1. Hover over Surveys in the main menu > select Custom reports from the drop down.

  2. Click Build a report.

  3. Click Select under the Overall score over time icon.

  4. Select one of the Survey types and using the Add surveys box, add the surveys you want to plot on your graph.

  5. To add another survey type to your graph e.g. Mental Health, click on that particular Survey type and repeat step 4. You can repeat this for all 3 survey types to plot 3 lines on your graph.

  6. Under the Surveys selected heading, add a short comment to appear when you hover over a score on your graph e.g. if there was a change in management that could have impacted the scores in one survey, make a note in the comments.

    1. [If you publish the graph to other users, they can view this comment.]

  7. Once you have finalised your survey selection, click Create chart. Your line graph will be displayed and you can then choose which users to publish a filtered version of this to.

  8. To save your graph offline, click the pink download icon.

2. Track 16 areas measured over time

Track the 16 areas of work measured within the core surveys survey over time:

  • Engagement

  • Mental Health

  • DEEI

Choose a survey type and select the surveys to include in your comparison to see how the 16 scores change over time.

To create this heatmap:

  1. Hover over Surveys in the main menu > select Custom reports from the drop down.

  2. Click Build a report.

  3. Click Select under the 16 scores over time icon.

  4. Select one of the Survey types and using the Add surveys box, add the surveys you want to plot on your graph.

  5. Click Create chart. Your heatmap will show all 16 scores from each survey in chronological order.

  6. To save your graph offline, click the pink download icon.

3. Compare your team's results to the organisation average (internal benchmark)

Want to compare your own team's results to the organisation scores from one particular survey? Create a heatmap showing the org benchmark from a particular survey against your own team's scores. Filter your team results further if you look after multiple segments of employees.

To create this heatmap:

  1. Hover over Surveys in the main menu > select Custom reports from the drop down.

  2. Click Build a report.

  3. Click Select under the Internal benchmarking icon.

  4. Select one of the Survey types and using the Add surveys box, add ONE survey.

  5. Click Create chart.

    1. Your heatmap will show the 'Organisation benchmark' (the overall scores from the survey).

    2. Next, your heatmap will display your assigned team's scores.

    3. The final column will show you the variance between the org benchmark and your own team's scores.

  6. If you look after a large group of employees split into multiple teams, departments, locations etc, use the Filters section to filter your 'Team scores' column.

    1. Expand the Filters section above your graph and select the group you want to view from the relevant filter.

    2. Click Apply filters.

  7. To save your graph offline, click the pink download icon.

4. Compare results to external benchmarks - industry/size

Compare your survey scores to other customers in the same industry and/or size in heatmap format.

This graph allows you to compare to other customers in the same industry AND size. If there is not enough benchmark data to provide industry and/or size comparisons, you can benchmark against others in the industry OR of the same size.

Admins must choose their 'Industry' and Org 'Size' benchmarks in the Settings > Organisation Profile section before these benchmarks will become available.

To create this heatmap:

  1. Hover over Surveys in the main menu > select Custom reports from the drop down.

  2. Click Build a report.

  3. Click Select under the External benchmarking icon.

  4. Select one of the Survey types and using the Add surveys box, add ONE survey.

  5. Click Create chart. Your heatmap will show your overall set of survey scores against the benchmark in a separate column, followed by a column called Variance showing how your results compare to the benchmark.

  6. To view a smaller segment of employees against the org benchmark, and also display a 'Variance' column to show the difference in scores....

    1. Expand the Filters section above your graph and select the group you want to view from the relevant filter.

    2. Click Apply filters.

    3. The column that was showing the overall survey scores, should update to show the scores for that particular segment of people.

  7. To save your graph offline, click the pink download icon.

Publish these reports to other users

You can publish your custom reports to other user homepages including the individual Me dashboard, My team dashboard, and Executive dashboard (if you are an admin/exec). More details on how to do this here, and more info on which scores users are able to view once published can be found here.

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