This article is intended for administrators. If you want to learn more about access profiles, click here.

Once you have created the pulse questionnaire, the pulse survey, and started entering your database, you will need to learn how to track and interpret those results, so that you can come up with effective action plans for your organization.

Here's a step-by-step guide on how to do it.

Go to the Surveys menu.

Click “Report” on the pulse survey row you want to view.

At the top of the screen, you will find the initial banner with three indicators and also the filter button.

1 - Filter: The filter allows us to view several different information in the charts, matrix and indicators of the initial banner. By filtering a team, for example, you will only see information about that team's responses (team engagement rate, team engagement average, team graph, etc.). You can filter by period, question category, question and team;

2- Respondent Rate: The respondent rate provides the information on how many users responded out of the total number of users included in the survey, adding up all pulses since the beginning of the survey, unless there is some filter, if so, the data will provide the respondent information in a specific way;

3 - Engage mean: This is the average of the value of all respondents' answers, from 0 to 5, with 0 always being the lowest engagement and 5 being the highest. Thus, as mentioned in the article "How to create a pulse survey questionnaire?", it is important that the questions are always affirmative, so that the average correctly provides this information. With it, we can get an overview of how the company's engagement is about the pulse survey topic, remembering that we can filter to see the average for each question, each category, each team, etc;

4 - Skipped questions: Here you can see how many questions were skipped, in other words, not answered. Since in the pulse survey each respondent receives a particular number of questions to answer in a particular period/frequency (weekly, monthly, etc), if someone does not answer a question by the end of this period and starts a new pulse, this question will be skipped and will appear in this indicator.

Just below the banner, there are two other ways to view the results of the pulse survey: the graph and the matrix.

A) Chart: With the chart, we can see the engagement overall average of the survey on each pulse. If the frequency is daily, the chart will show one average per day, if the frequency is weekly, the chart will show one average per week, and so on. If you don't have any filters selected, it will show the average of all respondents, but you can select filters to view the average of a specific team over time, or of a specific question, etc.

B) Matrix: The matrix also provides the average engagement information, but in an even more detailed way than the chart. With it, you can cross-reference the information for categories by date or teams by date, seeing the averages for all categories or all teams on each pulse.

Category by Date:

Team by Date:

Finally, after analyzing your survey responses in the platform, you can also export the data to excel by clicking the export responses button on the right side of the screen:

In excel, you can see the pulse date, date of each response, the respondent (if the survey is not anonymous), the category, the question, the response score and the written response (justification). Justification happens if it was activated at the time the survey was created.

If you have any questions, please contact us, we'll be glad to help!