What is covered in this article? | Publish custom reports to different user types & understand how the results are filtered for different users. |
Who is this article for? | Administrators & Executives |
Before sharing a custom report with other members of your organisation, you will need to create one! If you have not created a custom report yet, click here to find out more about the 4 report types and how to create these.
Publish a custom report to employee and manager users
Hover over Surveys in the main menu > select Custom Reports from the drop down list.
Find your report and click Publish.
A pop up will appear asking you who to publish to. Tick both 'Individual' and 'Managers' to publish to both employee and the manager users - see below.
Hit Publish.
The report will appear in the Trend analysis section of the 'Me' homepage for all users.
The report will appear in the Trend analysis section of the 'My team' homepage for all managers with assigned teams.
What results can employee & manager users see once a report is published to their homepage?
Once published, your report will automatically be filtered for your users based on their permissions, and displayed in the 'Trend Analysis' section of the homepage tabs.
'Me' homepage
Employee users can view their own scores over time & compare against the organisation/external benchmark.
All users have access to this homepage including managers, admins & execs.
'My team' homepage
Managers can see their team's average scores over time & compare against the organisation/external benchmark.
Managers can filter to view a smaller segment of their team (if enough employees in their group).
Admins & executives also have access to this homepage to view their assigned team's results (if they have a team).
Publish a custom report to the Executive dashboard
The Executive dashboard is only available to administrator and executive users and shows an organisation summary of WeThrive activity and results.
Publishing custom reports to this dashboard gives administrators & execs easy access to trend reports, to view how the organisation is progressing as a whole in terms of engagement levels, mental wellbeing and DEEI.
To publish a report to the Executive dashboard:
Hover over Surveys in the main menu > select Custom Reports in the drop down list.
Find your custom report and click Publish.
A pop up will appear asking you who to publish to. Tick 'Executive dashboard'.
The full report will appear in the Trend analysis section of the Executive Dashboard.
Note: Internal benchmarking reports cannot be published to the executive dashboard because this report is team-specific, not an overview. To view all teams against the organisation results, head to the Heatmap tab within the survey results.
What results are displayed once a report is published to the Executive dashboard?
Reports can be found at the top of the Exec dashboard in the Trend Analysis section. Click 'View' against each report to open the full chart.
When a custom report is published to this homepage, the full set of results can be viewed, by both administrators and executives.
The Filters section can be used to view results for smaller groups (if available).
