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:
- Who still needs to complete actions? (User Activity Report, Conversations Adoption/Answers Reports, Feedback Adoption/Answers Reports)
- 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:
- Click Admin in top navigation.
- Click Program management and then Reports as in the screenshot below.
- Select the report type (Activity, Goals/Objectives, Conversations, Feedback)
- Select a date range and then which report.
- Click Generate Report
- Download the report from the link once it's delivered to your email inbox. Note that links expire after 24 hours.
Recognition Report
- Employee ID
- First Name
- Preferred Name - Optional field provided by an Admin
- Last Name
- Department
- Parent Department
- Location - Optional field provided by an Admin
- Title
- Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
- Date Provisioned - Date the account was added to betterworks
- Last Login
- On Leave - Optional field provided by an Admin
- 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
- Is a User Admin
- Is a Super Admin
- Is a Goal Master
- No. of Logins
- % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
- No. of Direct Reports
- Manager
- Manager Email
- Top-Level Leader - Highest leader of the group noted in the Org Chart
- Second-Level Leader - Manager's manager noted in the Org Chart
- <Hashtag> given - Hashtag is dynamically populated based on what an Admin uploaded
- <Hashtag> received - Hashtag is dynamically populated based on what an Admin uploaded
User Activity Report
- Employee ID
- First Name
- Preferred Name - Optional field provided by an Admin
- Last Name
- Department
- Parent Department
- Location - Optional field provided by an Admin
- Title
- Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
- Date Provisioned - Date the account was added to betterworks
- Last Login
- On Leave - Optional field provided by an Admin
- 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
- Is a Super Admin
- Is a Goal Master
- No. of Logins
- % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
- No. of Direct Reports
- Manager Email
- Matrix Manager
- Top-Level Leader - Highest leader of the group noted in the betterworks Org Chart
- Second-Level Leader - Manager's manager noted in the betterworks Org Chart
- Custom Fields (up to 5) - Optional field provided by an Admin
- Objectives Created
- Objectives Owned
- Public Objectives Owned
- Private Objectives Owned
- Aligned Objectives Owned
- Key Results Owned
- Created and Owned Objectives by Self
- Objectives Assigned To
- Objectives Participating In - Objectives the user owns plus objective they don't own but are contributing to via key result
- Cheers Received Nudges Received
- Comments on Own Objective
- Check Ins
- Cheers (on other users objectives)
- Nudges (on other users objectives)
- Comments (on other users objectives)
- View (on other users objectives)
All Goals Report
- Employee ID
- Goal Owner
- Preferred Name - Optional field provided by an Admin
- Department
- Parent Department
- Location - Optional field provided by an Admin
- Title
- Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
- On Leave - Optional field provided by an Admin
- Is Deactivated - Shows the account status in the system
- Manager
- Manager Email
- Matrix Manager - Optional field provided by an Admin that is outside traditional reporting hierarchy
- Goal Name
- Categories - Category assigned to the goal (if enabled)
- Detail - Optional description of the goal input by goal owner
- # of Milestones
- Aligned - Populated if the goal is aligned with another
- Visibility - Shows if a goal is set to private or public
- % Complete - Percent progress made on the goal
- Start Date - Date the goal becomes active
- End Date - Date by which goal should be completed
- Latest Assessment Score - Score given in last assessment (if enabled) *
- Latest Assessment Comment - Comment given in last assessment (if enabled)
- Latest Assessment Date - Date of last assessment (if enabled)
- Top-Level Leader - Highest leader of the group noted in the Org Chart
- Second-Level Leader - Manager's manager noted in the Org Chart
Conversation Adoption Report
- Employee ID
- First Name
- Last Name
- Department
- Parent Department
- Title
- Date
- Provisioned
- Last Login
- Is Deactivated
- Has Activated
- Is a User Admin?
- Is a Super Admin?
- Is a Goal Master?
- No. of Logins
- % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
- No. of Direct Reports
- Manager
- Manager Email
- Top-Level Leader - Highest leader of the group noted in the Org Chart
- Second-Level Leader - Manager's manager noted in the Org Chart
- Total Conversations - Total number of conversations the individual is participating in
- Expected Shares - Total number of conversations the individual is expected to share
- Conversations Shared - Number of conversations where the individual has clicked "Share"
- Expected Submissions - Total number of conversations the individuals is expected to submit (only applicable if Admin Review Period dates are in use)
- Conversation Submitted - Number of conversations where the individual has clicked "Submit"
- Expected Meetings - Total number of conversations the individual is expected to check the confirm we met box
- Confirmed As Met - Number of conversations where the individual or their counterpart has checked the confirm we met box
Conversations Answers Report
- Direct Employee ID
- Direct First Name
- Direct Last Name
- Direct Email
- Direct Department
- Direct Parent Department
- Direct Location
- Direct On Leave - Y/N based on optional field provided by an Admin
- Direct is Deactivated - Y/N
- Direct Has Activated - Y/N
- Direct Deactivation Date - date the account was deactivated
- Custom Fields (up to 5) - Optional field provided by an Admin
- Manager Employee ID
- Manager First Name
- Manager Last Name
- Manager Email
- Manager Department
- Manager Parent Department
- Manager Location
- Manager On Leave
- Manager is Deactivated
- Manager Deactivation Date
- Manager has Activated
- Custom Fields (up to 5) - Optional field provided by an Admin
- Conversation Status - This column summarizes the Direct and Manager Statuses
- Direct Status - This column will show one of the following: Has not started, In progress, Submitted, Shared
- Manager Status - This column will show one of the following: Has not started, In progress, Submitted, Shared
- Direct Notes - These are the notes that the direct report has written at the bottom of the conversation which are visible by both
- Manager Notes - These are the notes that the manager has written at the bottom of the conversation which are visible by both
- 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)
- 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)
- Manager Question #x
- Manager Answer #x
Feedback Adoption Report
- Employee ID
- First Name
- Last Name
- Department
- Parent Department
- Location
- Title
- Date Provisioned
- Last Login
- On Leave - Optional field provided by an Admin
- Is Deactivated
- Has Activated
- Is a User Admin?
- Is a Super Admin?
- Is a Goal Master?
- No. of Logins
- % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
- No. of Direct Reports
- Manager
- Manager Email
- Top-Level Leader - Highest leader of the group noted in the Org Chart
- Second-Level Leader - Manager's manager noted in the Org Chart
- Feedback given - Total number of feedback the individual has given others for this template in the given date range
- Feedback received - Total number of feedback the individual has received from others for this template in the given date range
- Feedback requested - Total number of feedback the individual has requested from others for this template in the given date range
- Feedback declined - Total number of feedback the individual has declined to give others for this template in the given date range
Feedback Answers Report
- Receiver Employee ID
- Receiver First Name
- Receiver Last Name
- Receiver Email
- Receiver Department
- Receiver Parent Department
- Receiver Location
- Receiver On Leave
- Receiver Is Deactivated
- Receiver Has Activated
- Manager Employee ID
- Manager First Name
- Manager Last Name
- Manager Email
- Manager Department
- Manager Parent Department
- Manager Location
- Manager On Leave
- Manager Is Deactivated
- Manager Has Activated
- Giver Employee ID
- Giver First Name
- Giver Last Name
- Giver Email
- Giver Department
- Giver Parent Department
- Giver Location
- Giver On Leave
- Giver Is Deactivated
- Giver Has Activated
- Created - Date the feedback was given
- 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)
- 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.
Comments
Hi - can you please update the instructions of how to access now that the Admin panel has changed the layout? Thanks.
Hi Sally. Thanks for letting us know about this. We've updated the article.