What is covered in this article? | How to filter custom reports to view trends for specific teams or smaller groups of employees. |
Who is this article for? | Admins, Execs, Managers |
When you first create a Custom Report, it will be unfiltered, meaning the report will display the average scores for everyone you have permission to view:
Admins and Execs can view the full set of results - except within the internal benchmarking report as this only shows the user's assigned team.
Managers can view the results for their assigned group.
Depending on your permissions, you can use the Filters to filter the information on your report down to one particular group...
How to filter custom reports
Go to Surveys > Custom Reports page OR find the report in the Trend analysis section of your homepage tabs.
Find the report you want to filter, or create a new one following these steps.
Expand the Filters section above the report to view all available filter options.
If there are enough participants in the surveys, as well as the filter segments, you can select a team, location, department etc using the filters and click Apply filters.
Your report will update to show the scores for that particular group.
The filters available are dependent on:
Having at least 4 completions in a segment e.g. 4 completions in a Team (to meet anonymity).
Whether you have access to a large enough group of employees listed against the filter options e.g. if you are a manager who looks after one 'Team', you will not be able to select any other teams. If all of your employees are in one department, you will not be able to select other departments.