Administrator Reports & Usage Dashboard

Contents

What are Administrator reports?

Administrators can generate reports that show usage and adoption metrics in their organization. Different types of reports are available depending on your needs. Once triggered, reports are sent via email. The email will contain a link to the report that will automatically download into Excel (.xlsx) format:

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Notes:

  • The link expires in 1 day.
  • If the report has more than 50,000 entries it will be split into multiple links within the same notification. 

What do these reports do?

There are 2 key questions that reports help to answer:

1. Who still needs to complete actions?

Examples:

  • User Activity Report
  • Conversations Adoption Report
  • Feedback Adoption Report

2. What is the quality of the activity happening?

Examples:

  • All Objectives Report
  • Conversation Answers Report
  • Feedback Answers Report

To understand which administrators can access these reports, please see this article.

Accessing Reports

Note: HR Admins cannot use this method to view the manager responses in their own conversations before the responses are shared (or to view manager responses to confidential questions). 

To access administrator reports, go to:

Admin → Program Management → Reporting → Reports

From here, you can select either Reports or the Usage dashboard:

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What data is included in these reports?

Below you can download a template of each report that shows all of the column headers and some sample data:

Note: For detailed information on the Audit Log Report, see this article

What do these column headers mean?

Below is a list of columns that you may have questions about:

Recognition Report

Sheet 1: Hashtags

  • Preferred Name — Optional field provided by an administrator.
  • Location — Optional field provided by an administrator.
  • Date Provisioned — Date the account was added to Betterworks.
  • On Leave — Optional field provided by an administrator.
  • Is Deactivated — Related to the status of the account.
  • Has Activated — Shows if someone has logged in to the account at any point in time.
  • % of Days Active — (Days logged in)/(# days between provisioned date and current date).
  • Top-Level Leader — Highest leader of the group noted in the org chart.
  • Second-Level Leader — The direct report of the top-level leader.

Sheet 2: Comments

  • Module — Is it a comment in the Recognition module or from a hashtag in the Objectives module?

User Activity Report

  • Views - Corresponds to the # of times a user clicks "Details" on another user's objective.
    • This is logged once per hour, per user.

Conversation Adoption Report

  • % of Days Active — (Days logged in)/(Amount of days between provisioned date and today).
  • Top-Level Leader — Highest leader of the group noted in the org chart.
  • Second-Level Leader — The direct report of the top-level leader.
  • Total Conversations — Total # of conversations the individual is participating in.
  • Expected Shares — Total # of conversations the individual is expected to share.
  • Conversations Shared — # of conversations where the individual has clicked "Share".
  • Expected Submissions — Total # of conversations the individual is expected to submit.
    • Note: This column is only applicable if there is an Admin Review Period (as determined in Step 8 of the conversation template). If there is no Admin Review Period, it may be best to refer to the Conversations Answers Report (specifically the status columns). 
  • Conversation Submitted — # of conversations where the individual has clicked "Submit".
  • Expected Meetings — Total # of conversations the individual is expected to check the "Confirm we met" box.
  • Confirmed As Met — # of conversations where one of the participants has checked the "Confirm we met" box.
    • Note: This column is only applicable if the "Require employees to confirm they met" option is enabled (Step 1 in the conversation template). If the option is disabled, it may be best to refer to the Conversations Answers Report (specifically the status columns). 

Conversations Answers Report

  • Conversation Status — Summarizes the direct report and manager statuses. 
  • Direct Status — See table below. 
  • Manager Status — See table below.

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  • Direct Notes — These are the notes that the direct report has written at the bottom of the conversation which is visible to both participants.
  • Manager Notes — These are the notes that the manager has written at the bottom of the conversation which is visible to both participants.
  • Direct Question #1 — Each question will have its own columns for the question and the answer (i.e. if there are 6 questions, there will be 12 columns).
  • Direct Answer #1 — Answers will be returned in this column once the answers have been either submitted or shared. For rating scale answers, it will return the display value (i.e. if there are labels entered, the labels will be returned here).

Feedback Adoption Report

  • On Leave — Optional field provided by an administrator.
  • % of Days Active — (Days logged in)/(# of days between provisioned date and current date).
  • Top-Level Leader — Highest leader of the group noted in the org chart.
  • Second-Level Leader — The direct report of the top-level leader.
  • Feedback given — Total # of feedback the individual has given others for this template in the given date range.
  • Feedback received — Total # of feedback the individual has received from others for this template in the given date range.
  • Feedback requested — Total # of feedback requests out to others for the individual in the row for this template in the given date range.
  • Feedback declined — Total # of feedback the individual has declined to give others for this template in the given date range.

Usage Dashboard

The Usage Dashboard helps administrators easily find critical data points like which users haven’t activated and which users haven't yet shared their conversations. From there, you can break that data down by department, manager, and more to find program trends. 

To access the Usage Dashboard, go to:

Admin → Program Management → Reporting → Usage Dashboard

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From here, you'll be able to adjust the data controls to switch between viewing objective data and conversation data:

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Then switch between viewing the "Overview", "Breakdown", or "Underlying Data":

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From within "Breakdown" and "Underlying Data", you can use the drop-down menu to view various sub-sections of users:

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