This article is intended for administrators. If you want to learn more about access profiles, click here.
Now, let's go!
We have divided this article into 3 sections, click on one of the options below to go straight to what you want to read:
Accessing the temporal survey report
Step 01
Click on Surveys > Surveys.
Step 02
Filter by the "temporal survey" type to make your search easier and then click on "apply filters".
Step 03
In the wanted survey, click on "report".
Step 04
A page will open with the survey report.
You can filter the report in different methods: by teams, by manager, and by question.
Step 05
For better interpretation, see below the data that will be included in the report:
➡️ Quantitative Questions Tab
In this tab, you will find the analytics for opinion scale, NPS, rating and single choice questions.
a) Opinion Scale and Rating: Opinion scale is the question type that includes point scales and rating is the question type that can have rulers with emojis, hearts or stars.
For both types, the questions are shown by category grouping, that is, if within the questionnaire there is the category "relationship", the questions of this type will be shown in sets.
In addition, they include the following data: the question text, the total number of answers registered, the scale used and the final average, according to the ruler used.
By hovering the mouse over the ruler, as shown in the image below, you can access other very important data within each point of the ruler:
Total amount of responses from that specific point of the ruler;
The distribution percentage of the point relative to the others on the ruler;
The average and mode of the point relative to the others on the ruler.
Color distribution:
Scale 0-5 | Scale 0-10 | Scale 1-4 | Scale 1-5 | Scale 1-7 |
0,1,2,3: red 4: yellow 5: green | 0,1,2,3,4,5,6: red 7,8: yellow 9,10: green | 1,2: red 3: yellow 4: green | 1,2,3: red 4: yellow 5: green | 1,2,3: red 4,5: yellow 6,7: green
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b) NPS questions: These are questions intended to measure employee satisfaction within the company, with the purpose of identifying the promoters, neutrals and detractors of the organization's culture:
🟢Promoters: The most satisfied group within the company that functions as boosters of the internal culture;
🟡Neutrals: The group of those who do not assist in promoting the culture, but also do not damage it;
🔴Detractors: The most unsatisfied group that can affect the company's reputation as an employer brand.
Don’t forget that for NPS the logic of the distribution of detractors, neutrals and promoters varies according to the size of the ruler used:
NPS 0-5 | NPS 1-5 | NPS 0-10 | NPS 1-10 |
0,1,2,3 [Detractors] 4 [Neutrals] 5 [Promoters] | 1,2,3 [Detractors] 4 [Neutrals] 5 [Promoters] | 0,1,2,3,4,5,6 [Detractors] 7,8 [Neutrals] 9,10 [Promoters] | 1,2,3,4,5,6 [Detractors] 7,8 [Neutrals] 9,10 [Promoters] |
With this in mind, it is important to notice that, as in the previous case, the questions are grouped by category and include information such as: question text, number of answers, scale used and the overall NPS average for each question.
In addition, when you hover the mouse over the ruler, as shown in the image below, you will have access to other very important data within each point of the ruler:
The total number of responses for that specific point on the ruler;
The percentage of respondents per rule point;
And the result of the division between the total respondents of the point of the ruler and the total respondents of all points of the ruler.
c) Single choice: These are questions in which the collaborators can choose one option among the alternatives offered.
For this question-type chart, you can also view the questions grouped by category, which includes information such as: question text, total number of answers and scale used (in this case, how many alternatives the question has - for example: alternatives A and B = scale 2).
By hovering the mouse over the ruler, as shown in the image below, you can access other very important data within each alternative point of the question:
Total amount of answers of that specific alternative;
And the result of the division between the total respondents of that alternative and the total respondents of all alternatives, in other words, the distribution percentage.
➡️ Single Choice Tab
Next, you will find the quantitative questions (from the first tab - opinion scale and single choice) in pie charts, as shown in the image below:
You can group the questions by TAGS to have a more targeted view of the graphs:
➡️ Qualitative Questions Tab
Next, you will find the tab with the qualitative questions, in other words, the questions with open answers from the collaborators.
They are shown with the category and the text of the question, as well as each user's answer. If the survey was anonymous, the names of the respondents will not be displayed.
➡️Heatmap Tab
Next, you will find the questions heat map. It helps you to understand, in an even more visual way, how the distribution of responses from the company's employees is.
In the heatmap, you can choose how to view the survey data, but it is important to note the following points:
You can only average heatmap questions with the same ruler scale, with the exception of NPS questions that do not use average for calculation and therefore can only be grouped together;
It is possible to generate an average of rating questions with an opinion scale, as long as they have the same ruler scale;
It is not possible to generate an average of NPS questions + rating and/or opinion scale, considering that NPS questions have their own calculation;
It is not possible to generate an average of NPS questions with different scales, even if they have the same calculation methodology.
A) Heatmap example with NPS (the "type of displayed value" field is disabled, precisely because NPS does not work with average):
B) Heatmap example with opinion and rating scale questions, both with a 05-point scale (in this case, you can choose between seeing the average - average of all grades or mode - most given grade, in "type of value displayed "):
➡️ Accession
In the penultimate tab shows the subscription rate of the survey in each team of the company, in other words, the average number of participants in each sector of the entire organization.
On the screen, you will find the distribution per team, participation and number of users who answered the survey by the number of members in each sector.
NOTE - The anonymization rule has been removed from the membership tab, so that you can see how many people from each team answered the survey.
➡️ Evaluations
It shows the information of the evaluated users in the survey, with:
Name of the responding user;
Direct Manager;
The manager that was chosen to answer the survey (this happens because an employee may be from the marketing team under Manager X, but has been assigned to the product marketing squad under Manager Y, as soon as he or she joined the company and, therefore, will be evaluated by the second manager)
Team;
Date of admission;
Date of survey submission;
The progress of the survey, in other words, the number of answers the employee has already responded to.
How to export the temporal survey report?
On the same survey report page, you will find in the upper right corner, the "export excel" option.
When you click on the Export Excel option, choose the type of visualization you want to get from the report in the Excel file.
By row: Using this option, you can access the name of each respondent that exists multiple times in the spreadsheet;
Example: If the employee Maria answered 5 questions in the survey, the answers will be shown in separate lines, with her name in each line.
By column: In this option, all the questions in the survey will be distributed in Excel columns. This makes it easier to analyze the data.
Example: In Maria's case, the answers to the questions she answered will appear in columns next to her name.
How to share the temporal survey PDF?
On the survey report screen, go to the last tab "evaluations" and drag the screen bar to the right side.
By clicking on the "pdf" icon, you can access the temporal survey answers document of a specific employee to download or print.
By using the "share" icon, you can share the PDF of each survey you have answered with users:
Once you click on the share icon, the following screen will open:
Select who you want to share the PDF of the employee's answers with, and then click save.
You can resend the PDF to the same users.
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!