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What results can users access when a custom report is published to their homepage?
What results can users access when a custom report is published to their homepage?

Understand the results that different user types can view when custom reports are published to their homepages

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over a week ago

What is included in this article?

Overview of the results available to the different user types when custom reports are published to the homepages.

Who is this article for?

Administrators & Executives

Using the custom report builder (Surveys > Custom Reports), you can now create 4 different types of comparison graph:

  • Track overall scores over time

  • Track the 16 areas measured over time

  • Internal benchmarking

  • External benchmarking

More on how to create and publish these here.

Once you have created these graphs, you can then choose to publish to the Me homepage, My team homepage and/or Exec dashboard.

Publishing the graphs will add these graphs to the user's Trend Analysis section of their homepages. The graphs are automatically filtered based on the users' permissions.

If certain users did not take part in a survey, the results will not be published to their homepages, or the manager's homepage.

E.G. The Finance team took part in a team engagement survey and you want to publish an external benchmarking report to the Finance team members' homepages, as well as to the manager's 'My team' homepage .

Publishing to 'individual dashboards' and 'my team dashboards' will publish the report to all members of the Finance team, as well as to the manager's 'My team' dashboard.

The report will not be published to other teams/managers who were not included in the survey.

Below you can view more info on what other users can see when you publish a report:

Employees

On their Me homepage:

  • Can view their own sets of survey scores over time.

  • Can view their own scores against internal benchmark (org benchmark) and external benchmark.

Managers

On their Me homepage:

  • Can view all of the above.

On their My Team homepage:

  • Can view their assigned team's scores over time.

  • Can view their assigned team's scores against internal benchmark (org benchmark) and external benchmark.

Managers may be able to filter their reports further IF they look after a large enough group e.g. they look after a Department made up of multiple Teams.

Execs/Admins

Have access to Me and My team homepages, meaning their have access to their own results as well as their assigned team results, plus:

On their Exec Dashboard:

  • Can view the full set of scores and filter to view smaller segments of employees.

  • Can view the full set of scores against external benchmark.

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