Working with engagement report screens

The Engagement Index and Levels of Engagement report screens provide interactive charts and tables that help you to visualize data collected from the Pulse surveys. The instructions below show you how to work with the report screens so that you can filter and identify the information that is most important to you. The topics include:

Selecting the data to view on report screens

Use the drop-down menus in the header section of the report screens to select the properties, comparison reports, and report periods to view in the charts and tables.

Selecting Properties

From the Properties drop-down list, select the check boxes for the properties you want to include in the table and charts.
The report screen updates with your selections.

Selecting the comparison report

You select a comparison report so that you can compare engagement index scores and levels of engagement to data from another report. For example, you might compare the Pulse data to your Annual STAFFScope results to determine if your action plans are negatively or positively affecting employee engagement.

From the Comparison Report drop-down list, select the report for which you compare data.
The table and charts update to display the comparison data.
Note: Column headers and tooltips change depending on your selections. For example, if you choose Recent Annual STAFFScope as the comparison report, the Org Level Average column header changes to STAFFScope Org Level Average.

Selecting the reporting period

From the Reporting Period drop-down list, select the month for which you want to view data.
The report screen updates with your selection.

Viewing tooltips and highlighting

Hovering the pointer over the tables and charts provides additional information.

Viewing tooltips

Tooltips display engagement information for the selected organization level and provide important comparison data, such as organization level averages and company averages. Information in the tooltip is color-coded to match the type of data in the chart.

In the chart, hover the pointer over a bar.
A tooltip appears.

Highlighting chart information

The charts graphically represent the data in the table.

In the table, hover the pointer over a row.
The corresponding bar in the bar chart is highlighted.

Selecting the table view

Selecting a table view determines the organization level by which the information in the table is organized.

From the Table View drop-down list, select the organization levels by which to organize information in the table.
The report screen updates with your selection.

Selecting organization levels

Selecting organization levels in the table determines the organization level views you see in the chart section of the reporting screen. These chart views enable you to examine engagement data at various organization levels so that you can better assess how a particular organization level is performing compared to:

The average for that organization level throughout your company.
Averages and scores for other organization levels throughout your company
Averages and scores for your entire company.

If you are using the Engagement Index report screen

In the selection column ( ) of the table, click the cell in front of the organization level for which you want to view data.
The following results occur:
- In the table, a check mark appears in the cell, and the tree menu expands to display the sub-levels.
- The chart updates to display data for the selected organization level. Baselines for the higher organization levels are plotted as dotted lines. The lower the organization level you select, the more higher-level baselines appear on the bar chart.

For more information, see Engagement Index report screen.

If you are using the Levels of Engagement report screen

In the selection column ( ) of the table, click the cell in front of the organization level for which you want to view data.
The following results occur:
- In the table, a check mark appears in the cell, and the tree menu expands to display the sub-levels.
- The pie chart updates to display percentages of engagement levels for the selected organization level.
- The bar chart updates to display percentages of engagement levels for sub-levels of the selected organization level. The company-wide averages for Disengaged and Fully Engaged demographics appear as dotted lines in the chart.

For more information, see Levels of Engagement report screen.

Sorting and filtering the table and chart

Sorting

Do one of the following:

Click the column header of the column you want to sort by.
The information in the table and bar chart update to match your sort criteria. If the information was sorted in ascending order, clicking the header sorts the information in descending order. If the information was sorted by descending order, clicking the header sorts the information in ascending order.
Or

In the right corner of the column you want to sort by, click the arrow ( ).
A fly-out menu appears.
Do one of the following:
- Click Sort Ascending to sort the information in the table column in ascending order.
- Click Sort Descending to sort the information in the table column in descending order.

The information in the table and bar chart update to match your sort criteria.

Filtering the columns

You can specify which columns you want to hide and view in the table.

In the right corner of a column, click the arrow ( ).
A fly-out menu appears.
From the Columns fly-out menu, select the check boxes for the columns you want to view and clear check boxes for the columns you want to hide.
Only the columns with the selected check boxes appear in the table.

Maximizing the table

To maximize the table:

Click the maximize button ( ).
The table expands to fill the screen.

To restore the table to its original view at the bottom of the screen:

Click the restore button ( ).
The table returns to its original view at the bottom of the screen.