The Reporting feature allows organizations to create custom reports for their target audience.
To create a Report:
Click on Reporting (Beta) located on the left panel.
Click on + New Report on the top right-hand corner.
Report Configuration displays.
Enter the start date and the end date for the data you would like to see in the report.
In the Report Settings, checkmark the tags you would like to display in the report.
- Display Participation
- Display Report Score
- Display Heatmap
- Overall Company Score
- Display eNPS
- Display mNPS
Add User Filter(s) if you would like to give end-users permission to filter employee demographic data in the report.
Add Report Filter(s) to control what data end-users can see in the report.
Select your Tag(s).
Click Save.
To activate/access a Report:
Click on Reporting (Beta) located on the left panel.
Reports displays.
Select a report.
Click on the icon under Change Status.
A pop-up displays. Click Ok to "Are you sure you wish to activate this report?" to activate the report.
Click on the icon under Link.
Paste the link on your web browser.
To edit a Report:
Click on Reporting (Beta) located on the left panel.
Reports displays.
Select a report.
Click on the icon under Edit to make changes to the report.
To delete a Report:
Click on Reporting (Beta) located on the left panel.
Reports displays.
Select a report.
Click on the icon under Delete.
A pop-up displays. Click Ok to "Are you sure you wish to delete this report?" to delete the report.