- Accessing Advanced Analytics reporting for Engagement and Custom/Ad-Hoc surveys
- Navigating the different sections of an Advanced Analytics dashboard
- Filtering and comparing using capabilities in the dashboard
- Exporting reporting pages to PDFs
Workify’s Advanced Analytics dashboard was developed to give companies the ability to gain insights and answer questions around engagement data. The inspiration behind Workify’s reporting feature is to enable companies to view data in an easy to understand format, while also giving the ability to gain in-depth understanding of the data.
As a friendly reminder, the dashboards refresh every 24 hours. To see the last refresh, view the timestamp at the top right corner of the dashboard.
Accessing Advanced Analytics reporting via the View Surveys Page
To access the Advanced Analytics dashboards for any Engagement or custom survey:
- Go to the View Surveys page under the Employee Engagement tab.
- Then, click the Actions drop down on the far right and choose Analytics.
- Once you’re in the Advanced Analytics section, you’re ready to dive into your survey results.
Also, you can get to the Advanced Analytics report for a survey through the survey builder.
The Workify Advanced Analytics User Guide
The tabs on the left-hand side of the dashboard are used to navigate through the different fields of a particular survey. The tabs shown will depend on the type of survey sent, because not all surveys use every question type.
Brief description of the various sections
Scorecard: Having the ability to view all of your engagement KPIs on one page is important, which is why there is the “Scorecard” view. This is typically populated for your company wide Engagement Surveys. It shows a summary of all the different elements of your Baseline Survey.
Participation: This section displays the overall participation for your entire company. Three components of participation are tracked: Completions, Partial Completions, and Not Started. All numbers are displayed by counts and percentages. You can view this by the various metadata fields held for your company.
Response Distribution: If likert questions were used in the survey, this section gives you the response distribution breakout for every question. Clicking this allows you to visualize the response distributions making up your company’s Heat Map scores.
Indicators: This displays all scores for engagement indicators from Workify’s Culture Model for a selected survey.
Heatmaps: Clicking this allows you to visualize overall Heat Map scores across the different demographic fields for all likert questions. As a reminder, the scores are on a -100 to 100 scale. They’re then color coded from dark red to dark green to help you easily identify strengths and areas for improvement.
Net Promoter Score: This section displays your company’s overall Employee Net Promoter Score. It shows the breakout of Promoters, Passives, and Detractors. Additionally, the calculation that generates eNPS is displayed. You can view demographic breakouts and trend reporting (if available).
Retention: See the distribution of responses for how long employees plan to stay at the company. This distribution is displayed by both counts and percentages.
Qualitative: Here is where you’ll view all of the open ended responses to the selected qualitative questions. There is a word cloud that displays and sizes the most commonly used words in the selected set of responses.
Other Question Types: If the survey you selected uses any of the other question types (Single-choice, Many-choice, Ordered options, etc.), this section will pop up and you can get to all the summary data for those questions here.
Filtering Your Dashboard
Along the right hand side you’ll see the filter pane. If you click the arrow near the word “Filter,” the pane will expand/collapse.
You’ll use the First Demographic or Second Demographic filters to choose which metadata field you’d like to look at. Then, you’ll use the First Value or Second Value filters to choose the metadata group you want to view the results by.
Here’s an example. In this case, let’s say I wanted to filter the Scorecard page down to view the results for the Finance and Accounting Department. I would:
1. Expand the First Demographic filter and choose Department.
2. Expand the filter titled “First Value” and choose Finance and Accounting.
As you can see, we’ve chosen both of those necessary filters, and now the Scorecard page is displaying the results just for the Finance and Accounting department.
When the filters are used, each page will tell you along the top which fields you have chosen. In this case, we are Viewing by Department is Finance and Accounting.
If you need to clear any of the filters, just click the eraser icon.
Compare By and Tabs
The Compare by drop downs let you cycle through your company’s various demographic fields in summary pages. In the image below, we’re viewing the participation summary for the “Region” demographic field. If you want to see the participaction breakout for a different field, choose the Compare by Demographic drop down and the field you want.
Another thing to know is our tabbed layout in the reports. In certain sections you may see multiple tabs along the top. Be sure to explore the different tabs, because they include different views into the question types summaries. Below is an example of the Indicators section and its tabs.
Exporting to pdf
If there is a visual or reporting page you’re looking to share, the dashboards have a PDF button in the top right corner.
Once you select it, click Save as PDF. To ensure the colors display, choose the Background graphics checkbox before saving.
In each report is an extensive amount of flexibility and functionality. If you have any questions about Advanced Analytics and its capabilities, please contact your Client Success Rep. or email us at firstname.lastname@example.org.