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Dec-23 - Trend analysis: track scores over time, benchmark results & publish reports to other users
Dec-23 - Trend analysis: track scores over time, benchmark results & publish reports to other users

Track survey results over time, compare to internal & external benchmarks & publish comparison reports to other user homepages

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

This month, we bring you a long-awaited feature - a custom report builder for tracking and comparing survey results for the following survey types:

  • Engagement

  • Mental Health

  • Diversity, Equality, Equity & Inclusion (DEEI)

What custom reports can I create?

1. Track your overall score over time

  • Line chart.

  • Track your overall engagement, mental health or DEEI score across multiple surveys.

  • Add comments to each point on the chart, visible to all users if published.

  • If you've completed all 3 survey types, plot all 3 on one chart to view any correlations.

2. Track the 16 areas measured over time

  • Heatmap.

  • Track one survey type over time e.g. Engagement OR Mental Health OR DEEI.

  • View the 16 areas measured & the changes in scores over time.

3. Compare your own/your team's scores to the organisation benchmark

  • Heatmap.

  • Compare your assigned team's scores to the organisation scores from a particular survey.

  • View the 'Variance' between your team's scores and the organisation scores.

  • Publishing this report to 'individual dashboards' will allow users to view their own scores against the org benchmark.

4. Compare the organisation scores to industry and/or org size benchmarks

  • Heatmap.

  • Compare organisation scores to available WeThrive benchmarks including:

    • WeThrive average

    • Industry

    • Orgs of a similar size

    • Industry AND size e.g. Finance industry with 50-200 employees.

  • Use the filters to compare a smaller group of employees to the external benchmarks.

NOTE: The benchmarks available will be dependent on how many other organisations have the same industry & org size set in their accounts. If there are not enough completions in a particular industry and/or size, the benchmarks will not be available. Admins must set their own industry and size in their "Settings" before these benchmarks become available.

Who can create these custom reports?

All users with logins can create these comparison reports. However the results they are able to view will differ depending on their permissions, as outlined in the below section.

What does it mean to 'publish' a report to users?

Once you've created a custom report, it can be published to other user homepages

There are 3 user homepages you can publish to called Me, My team and the Executive dashboard.

When a report is published, it appears in the 'Trend Analysis' section as shown above.

The report will be filtered automatically depending on which homepage it is displayed on, and the permissions of the user:

  • Me homepage - shows the individual user's results.

  • My team homepage - shows the user's assigned team's results.

  • Executive dashboard - shows the full set of results.

Which users can publish reports, and to who?

Employees:

  • Can publish their own custom reports to their own homepage.

Managers:

  • Can publish their own custom reports to their assigned team members' Me homepages and their own My team homepage.

Administrators and Executives:

  • Can publish reports to all 3 homepages - Me, My team & Exec dashboard.

What results can other users see when I 'publish' reports?

All users with logins can create these comparison reports. However the results they are able to view will differ depending on their permissions:

  • Employees can:

    • Only view their own scores.

    • Compare their scores against the organisation benchmark.

    • Compare their scores against the industry/size external benchmarks.

  • Managers can:

    • View their own scores.

    • View their assigned team's scores.

    • Compare the above two sets of scores against the organisation benchmark

    • Compare the above two sets of scores against the industry/size external benchmarks.

  • Admins & Executives can:

    • View their own scores.

    • View their assigned team's scores.

    • Compare the above two sets of scores against the organisation benchmark.

    • Compare the above two sets of scores against the industry/size external benchmarks.

      PLUS

    • View the overall organisation scores.

    • Compare the organisation scores against the industry/size external benchmarks.

How do I publish reports to other users?

After creating your custom report, there is an option to Publish which allows you to share a version of the report to the different homepages - the individual (me) dashboards, my team dashboards and/or the executive dashboard. For information on how to publish, view this article.

Can I filter the reports?

The filters available to each user will depend on whether they are a manager or employee, and whether they look after a large enough segment of employees. More below...

Administrators & Executive users

Have full access to the results so can use the Filters section above each report to look at a particular segment of employees.

Keep in mind that a minimum of 4 completions are required in a segment, e.g. in a team, in order to filter down the results.

Manager users

Can filter but are limited to within their own team and adhering to anonymity rules.

Managers who look after multiple segments of employees e.g. multiple teams, may be able to use the Filters section to look at one segment of employees within their assigned group.

If managers look after small groups, they may not have any filters available due to the anonymity rule of 4.

Employee users

Employee users only have access to their own results as well as the benchmarks available (the organisation benchmark & external benchmarks).

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