Using Admin Reports

What are Admin reports?

Betterworks lets Admins generate reports that shows usage and adoption metrics in their organization. Different types of reports are available depending on your needs.

What do they do?

There are two key questions that the betterworks report helps to answer:

1. Who still needs to complete actions? (User Activity Report, Conversations Adoption/Answers Reports, Feedback Adoption/Answers Reports)
2. What is the quality of the activity happening? (All Goals Report, Conversation Answers Report, Feedback Answers Report)

These reports can be found under Admin > Program Management >

• Usage Dashboard (User Activity Report, Conversation Adoption Report); and
• Reports (All other reports)

To understand which Admins can access these reports, please read our Understanding betterworks Admin abilities article.

Types of Reports

• Activity: Recognition Report
• Activity: User Activity Report
• Activity: betterworks Support Access Log
• Goals: All Goals Report
• Conversations: Conversations Adoption Report
• Conversations: Conversations Answers Report
• Feedback: Feedback Adoption Report
• Feedback: Feedback Answers Report

To understand which Admins can access these reports, please read our Understanding betterworks Admin abilities article.

Accessing Admin Reports

To generate a report, follow these steps:

1. Click Admin in top navigation.
2. Click Program management and then Reports as in the screenshot below.
3. Select the report type (Activity, Goals/Objectives, Conversations, Feedback)
4. Select a date range and then which report.
5. Click Generate Report 
6. Download the report from the link once it's delivered to your email inbox. Note that links expire after 24 hours.

Recognition Report

1. Employee ID
2. First Name
3. Preferred Name - Optional field provided by an Admin
4. Last Name
5. Email
6. Department
7. Parent Department
8. Location - Optional field provided by an Admin
9. Title
10. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
11. Date Provisioned - Date the account was added to betterworks
12. Last Login
13. On Leave - Optional field provided by an Admin
14. Is Deactivated - Related to the status of the account
15. Has Activated - Shows if someone has logged in to the account at any point in time
16. Is a User Admin
17. Is a Super Admin
18. Is a Goal Master
19. No. of Logins
20. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
21. No. of Direct Reports
22. Manager
23. Manager Email
24. Top-Level Leader - Highest leader of the group noted in the Org Chart
25. Second-Level Leader - Manager's manager noted in the Org Chart
26. <Hashtag> given - Hashtag is dynamically populated based on what an Admin uploaded
27. <Hashtag> received - Hashtag is dynamically populated based on what an Admin uploaded

User Activity Report

1. Employee ID
2. First Name
3. Preferred Name - Optional field provided by an Admin
4. Last Name
5. Email
6. Department
7. Parent Department
8. Location - Optional field provided by an Admin
9. Title
10. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
11. Date Provisioned - Date the account was added to betterworks
12. Last Login
13. On Leave - Optional field provided by an Admin
14. Is Deactivated - Related to the status of the account
15. Has Activated - Shows if someone has logged in to the account at any point in time
16. Is a Super Admin
17. Is a Goal Master
18. No. of Logins
19. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
20. No. of Direct Reports 
21. Manager Email
22. Matrix Manager
23. Top-Level Leader - Highest leader of the group noted in the betterworks Org Chart
24. Second-Level Leader - Manager's manager noted in the betterworks Org Chart
25. Custom Fields (up to 5) - Optional field provided by an Admin
26. Objectives Created
27. Objectives Owned
28. Public Objectives Owned
29. Private Objectives Owned
30. Aligned Objectives Owned
31. Key Results Owned
32. Created and Owned Objectives by Self
33. Objectives Assigned To
34. Objectives Participating In - Objectives the user owns plus objective they don't own but are contributing to via key result
35. Cheers Received Nudges Received
36. Comments on Own Objective
37. Check Ins
38. Cheers (on other users objectives)
39. Nudges (on other users objectives)
40. Comments (on other users objectives)
41. View (on other users objectives)

All Goals Report

1. Employee ID
2. Goal Owner
3. Preferred Name - Optional field provided by an Admin
4. Email
5. Department
6. Parent Department
7. Location - Optional field provided by an Admin
8. Title
9. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
10. On Leave - Optional field provided by an Admin
11. Is Deactivated - Shows the account status in the system
12. Manager
13. Manager Email
14. Matrix Manager - Optional field provided by an Admin that is outside traditional reporting hierarchy
15. Goal Name
16. Categories - Category assigned to the goal (if enabled)
17. Detail - Optional description of the goal input by goal owner
18. # of Milestones
19. Aligned - Populated if the goal is aligned with another
20. Visibility - Shows if a goal is set to private or public
21. % Complete - Percent progress made on the goal
22. Start Date - Date the goal becomes active
23. End Date - Date by which goal should be completed
24. Latest Assessment Score - Score given in last assessment (if enabled) *
25. Latest Assessment Comment - Comment given in last assessment (if enabled)
26. Latest Assessment Date - Date of last assessment (if enabled)
27. Top-Level Leader - Highest leader of the group noted in the Org Chart
28. Second-Level Leader - Manager's manager noted in the Org Chart

Conversation Adoption Report

1. Employee ID
2. First Name
3. Last Name
4. Email
5. Department
6. Parent Department
7. Title
8. Date
9. Provisioned
10. Last Login
11. Is Deactivated
12. Has Activated
13. Is a User Admin?
14. Is a Super Admin?
15. Is a Goal Master?
16. No. of Logins
17. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
18. No. of Direct Reports
19. Manager
20. Manager Email
21. Top-Level Leader - Highest leader of the group noted in the Org Chart
22. Second-Level Leader - Manager's manager noted in the Org Chart
23. Total Conversations - Total number of conversations the individual is participating in
24. Expected Shares - Total number of conversations the individual is expected to share
25. Conversations Shared - Number of conversations where the individual has clicked "Share"
26. Expected Submissions - Total number of conversations the individuals is expected to submit (only applicable if Admin Review Period dates are in use)
27. Conversation Submitted - Number of conversations where the individual has clicked "Submit"
28. Expected Meetings - Total number of conversations the individual is expected to check the confirm we met box
29. Confirmed As Met - Number of conversations where the individual or their counterpart has checked the confirm we met box

Conversations Answers Report

1. Direct Employee ID
2. Direct First Name
3. Direct Last Name
4. Direct Email
5. Direct Department
6. Direct Parent Department
7. Direct Location
8. Direct On Leave - Y/N based on optional field provided by an Admin
9. Direct is Deactivated - Y/N
10. Direct Has Activated - Y/N
11. Direct Deactivation Date - date the account was deactivated
12. Custom Fields (up to 5) - Optional field provided by an Admin
13. Manager Employee ID
14. Manager First Name
15. Manager Last Name
16. Manager Email
17. Manager Department
18. Manager Parent Department
19. Manager Location
20. Manager On Leave
21. Manager is Deactivated
22. Manager Deactivation Date
23. Manager has Activated
24. Custom Fields (up to 5) - Optional field provided by an Admin
25. Conversation Status - This column summarizes the Direct and Manager Statuses
26. Direct Status - This column will show one of the following: Has not started, In progress, Submitted, Shared
27. Manager Status - This column will show one of the following: Has not started, In progress, Submitted, Shared
28. Direct Notes - These are the notes that the direct report has written at the bottom of the conversation which are visible by both
29. Manager Notes - These are the notes that the manager has written at the bottom of the conversation which are visible by both
30. Direct Question #x - Each question will have its own columns for Question and then Answer (ex. if there are 6 questions, there will be 12 columns)
31. Direct Answer #x - 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 (ex. if there are labels entered, the labels will be returned here)
32. Manager Question #x
33. Manager Answer #x

Feedback Adoption Report

1. Employee ID
2. First Name
3. Last Name
4. Email
5. Department
6. Parent Department
7. Location
8. Title
9. Date Provisioned
10. Last Login
11. On Leave - Optional field provided by an Admin
12. Is Deactivated
13. Has Activated
14. Is a User Admin?
15. Is a Super Admin?
16. Is a Goal Master?
17. No. of Logins
18. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
19. No. of Direct Reports
20. Manager
21. Manager Email
22. Top-Level Leader - Highest leader of the group noted in the Org Chart
23. Second-Level Leader - Manager's manager noted in the Org Chart
24. Feedback given - Total number of feedback the individual has given others for this template in the given date range
25. Feedback received - Total number of feedback the individual has received from others for this template in the given date range
26. Feedback requested - Total number of feedback the individual has requested from others for this template in the given date range
27. Feedback declined - Total number of feedback the individual has declined to give others for this template in the given date range

Feedback Answers Report

1. Receiver Employee ID
2. Receiver First Name
3. Receiver Last Name
4. Receiver Email
5. Receiver Department
6. Receiver Parent Department
7. Receiver Location
8. Receiver On Leave
9. Receiver Is Deactivated
10. Receiver Has Activated
11. Manager Employee ID
12. Manager First Name
13. Manager Last Name
14. Manager Email
15. Manager Department
16. Manager Parent Department
17. Manager Location
18. Manager On Leave
19. Manager Is Deactivated
20. Manager Has Activated
21. Giver Employee ID
22. Giver First Name
23. Giver Last Name
24. Giver Email
25. Giver Department
26. Giver Parent Department
27. Giver Location
28. Giver On Leave
29. Giver Is Deactivated
30. Giver Has Activated
31. Created - Date the feedback was given
32. Question #x - Each question will have its own columns for Question and then Answer (ex. if there are 6 questions, there will be 12 columns)
33. Answer #x - Answers will be returned in this column once the answers have been Sent. Visibility to receiver and receiver's manger is dependent on visibility set in the template.