Filter, Share, and Download Reports
Filter each report to focus the data, then share or download what you're seeing.
Filters
Each report has filters at the top for isolating data and spotting trends. Not every report has every filter — here's what you might see.
Sort By — Order a list of people, such as newest hires first or last. Appears on the new-hire and at-risk reports.
Employee Name — Find one person by typing their name.
Type — On the turnover report, show turnover by quarter or by year.
Surveys — On the engagement report, choose which surveys to compare, up to three.
Graph — Switch between a bar chart comparison and a trend over time.
Compare By — Group results by segment, such as department, location, generation, employment status, milestones, or division.
Locations — Pick which locations to include. Use select all or clear all to choose quickly.
Timeframe — Choose the date range: 30, 90, or 100 days, 6 or 12 months, or a custom range.
Sharing and Downloading Reports
In the upper-right corner of each report are buttons to download or print what you're seeing. Every download and PDF reflects the filters you've set.
export data — Downloads the report's full data set as a CSV, one response per row.
download participation data — Downloads only the participation numbers (how many people were surveyed and how many responded) as a CSV. Use export data for everything else.
generate comment summary — Creates a PDF of all the written comments from the surveys.
print these graphs — Prints the graphs straight from the app, or saves them as a PDF.
