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 that downloads the report into Excel (.xlsx) format.
Note: The link expires in 1 day.
What do they do?
There are (2) key questions that the Betterworks report helps to answer:
- Who still needs to complete actions?
- User Activity Report
- Conversations Adoption Report
- Feedback Adoption Report
- What is the quality of the activity happening?
- All Objectives Report
- Conversation Answers Report
- Feedback Answers Report
These reports can be found under: Admin -> Program Management:
- Usage Dashboard
- User Activity Report
- Conversation Adoption Report
- Reports
- All other reports
To understand which Admins can access these reports, please read our Understanding Administrator Abilities article.
Types of Reports
- Activity: Recognition Report
- Activity: User Activity Report
- Objectives: All Objectives Report
- Objectives: All Objectives and Key Results
- Conversations: Conversations Adoption Report
- Conversations: Conversations Answers Report
- Feedback: Feedback Adoption Report
- Feedback: Feedback Answers Report
Accessing Admin Reports
To generate a report, follow these steps:
1. Click Admin in the top navigation
2. Click Program management and then Reports as in the screenshot below
3. Select the report type
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.
Recognition Report
First page: The Hashtag 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)/(# days between provisioned date and current date)
21. No. of Direct Reports
22. Manager
23. Manager Email
24. Matrix Manager
25. Top-Level Leader - Highest leader of the group noted in the Org Chart
26. Second-Level Leader - The direct report of the "top-level leader"
27. Custom_01
28. Custom_02
29. Custom_03
30. Custom_04
31. Custom_05
32. <Hashtag> given
33. <Hashtag> received
Second page: The Comments Report
1. Date
2. Comment - The content of the recognition
3. Hashtag #1 -
4. Hashtag #2
5. Author Email
6. Recipient Email
7. Mentioned Email #1
8. Mentioned Email #2
10. Module - Is it a comment in the Recognition module or from a hashtag in the OKR module?
11. Objective Name
12. Objective Owner
User Activity Report
1. Employee ID
2. First Name
3. Preferred Name
4. Last Name
5. Email
6. Department
7. Parent Department
8. Location
9. Title
10. "Goal Mode"
11. Date Provisioned
12. Last Login
13. On Leave
14. Is Deactivated
15. Has Activated
16. Is a User Admin?
17. Is a Super Admin?
18. Is a "Goal Master"?
19. No. of Logins
20. % of Days Active
21. No. of Direct Reports
22. Manager
23. Manager Email
24. Matrix Manager
25. Top-Level Leader
26. Second-Level Leader
27. custom_01
28. custom_02
29. custom_03
30. custom_04
31. custom_05
32. Objectives Created
33. Objectives Owned
34. Public Objectives Owned
35. Private Objectives Owned
36. Aligned Objectives Owned
37. Milestones Owned
38. Created and Owned Objectives by self
39. Objectives Assigned To
40. Objectives Participating In
41. Cheers Received
42. Nudges Received
43. Comments on own objective
44. Updates
45. Cheers
46. Nudges
47. Comments
48. Views - Corresponds to the # of times a user clicks "Details" on another user's objective. This is logged once per hour, per user.
All Objectives Report
1. Employee ID
2. Objective Owner
3. Preferred Name
4. Email
5. Department
6. Parent Department
7. Location
8. Title
9. "Goal Mode"
10. On Leave
11. Is Deactivated
12. Manager
13. Manager Email
14. Matrix Manager
15. Objective ID
16. Objective Name
17. Categories
18. Detail
19. # of Milestones
20. Aligned
21. Visibility
22. % Complete
23. Start Date
24. End Date
25. Last Updated Date
26. Views
27. Latest Assessment Score
28. Latest Assessment Comment
29. Latest Assessment Date
30. Top-Level Leader
31. Second-Level Leader
32. custom_01
33. custom_02
34. custom_03
35. custom_04
36. custom_05
All Objectives and Key Results Report
1. Employee ID
2. Objective/Key Result Owner
3. Preferred Name
4. Email
5. Department
6. Parent Department
7. Location
8. Title
9. Objective/Key Result Mode
10. On Leave
11. Is Deactivated
12. Manager
13. Manager Email
14. Matrix Manager
15. Objective/Key Result ID
16. Type
17. Objective/Key Result Name
18. Objective/Key Result Created Date
19. Categories
20. Detail
21. # of Key Results
22. Aligned
23. Visibility
24. % Complete
25. Start Date
26. End Date
27. Last Updated Date
28. Views
29. Latest Assessment Score
30. Latest Assessment Comment
31. Latest Assessment Date
32. Top-Level Leader
33. Second-Level Leader
34. custom_01
35. custom_02
36. custom_03
37. custom_04
38. custom_05
39. hire_date
Conversation Adoption Report
1. Employee ID
2. First Name
3. Preferred Name
4. Last Name
5. Email
6. Department
7. Parent Department
8. Location
9. Title
10. Date Provisioned
11. Last Login
12. On leave
13. Is Deactivated
14. Has Activated
15. Is a User Admin?
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
22. Manager Email
23. Matrix Manager
24. Top-Level Leader - Highest leader of the group noted in the Org Chart
25. Second-Level Leader - The direct report of the "top-level leader"
26. Custom_01
27. Custom_02
28. Custom_03
29. Custom_04
30. Custom_05
31. Total Conversations - Total number of conversations the individual is participating in
32. Expected Shares - Total number of conversations the individual is expected to share
33. Conversations Shared - Number of conversations where the individual has clicked "Share"
34. Expected Submissions - Total number of conversations the individuals is expected to submit (only applicable if Admin Review Period dates are in use)
35. Conversation Submitted - Number of conversations where the individual has clicked "Submit"
36. Expected Meetings - Total number of conversations the individual is expected to check the "Confirm we met" box
37. Confirmed As Met - Number of conversations where the individual or their counterpart has checked the "Confirm we met" box
Conversations Answers Report
1. Cycle ID
2. Direct Employee ID
3. Direct First Name
4. Direct Preferred Name
5. Direct Last Name
6. Direct Email
7. Direct Title
8. Direct Department
9. Direct Parent Department
10. Direct Location
11. Direct On Leave - Y/N based on the optional field provided by an Admin
12. Direct is Deactivated - Y/N
13. Direct Deactivation Date- Date the account was deactivated
14. Direct Has Activated - Y/N
15. Direct Matrix Manager
16. Direct Custom_01
17. Direct Custom_02
18. Direct Custom_03
19. Direct Custom_04
20. Direct Custom_05
21. Manager Employee ID
22. Manager First Name
23. Manager Preferred Name
24. Manager Last Name
25. Manager Email
26. Manager Department
27. Manager Parent Department
28. Manager Location
29. Manager On Leave
30. Manager is Deactivated
31. Manager Deactivation Date
32. Manager has Activated
33. Manager Matrix Manager
34. Manager Custom_01
35. Manager Custom_02
36. Manager Custom_03
37. Manager Custom_04
38. Manager Custom_05
39. Second Level Leader Email
40. Top Level Leader Email
41. Conversation Status - This column summarizes the Direct and Manager Statuses (the chart below defines what those mean.
| Report | In App | Direct Status | Manager Status |
| Not Started | Neither has started | Has not started | Has not started |
| In Progress | At least one is in status of In Progress, Shared, or Completed, but not both have Shared or Completed | Has started, but not shared | Has started, but not shared |
| Shared | Both have shared | Has started | Has started |
| Completed | At least one has clicked "Confirm we Met" and other has at least clicked "Shared" | Has clicked "Confirm we Met" | Has clicked "Confirm we Met" |
42. Direct Status - This column will show one of the following: Has not started, In progress, Submitted, Shared, or Completed.
43. Last Direct Update
44. Last Direct Share
45. Direct Confidential Question Status
46. Manager Status - This column will show one of the following: Has not started, In progress, Submitted, Shared, or Completed.
47. Last Manager Update
48. Last Manager Share
49. Manager Confidential Question Status
50. Direct Notes - These are the notes that the direct report has written at the bottom of the conversation which are visible by both
51. Manager Notes - These are the notes that the manager has written at the bottom of the conversation which are visible by both
52. Direct Question #1- Each question will have its own columns for Question and then Answer (i.e. if there are 6 questions, there will be 12 columns)
53. 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 (ex. if there are labels entered, the labels will be returned here)
54. Manager Question #1
55. Manager Answer #1
Feedback Adoption Report
1. Employee ID
2. First Name
3. Preferred Name
4. Last Name
5. Email
6. Department
7. Parent Department
8. Location
9. Title
10. Date Provisioned
11. Last Login
12. On Leave - Optional field provided by an Admin
13. Is Deactivated
14. Has Activated
15. Is a User Admin?
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
22. Manager Email
23. Matrix Manager
24. Top-Level Leader - Highest leader of the group noted in the Org Chart
25. Second-Level Leader -the direct report of the "top-level leader"
26. Custom_01
27. Custom_02
28. Custom_03
29. Custom_04
30. Custom_05
31. Feedback given - Total number of feedback the individual has given others for this template in the given date range
32. Feedback received - Total number of feedback the individual has received from others for this template in the given date range
33. Feedback requested - Total number of feedback requests out to others for the individual in the row for this template in the given date range
34. 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 Preferred Name
4. Receiver Last Name
5. Receiver Email
6. Receiver Department
7. Receiver Parent Department
8. Receiver Location
9. Receiver On Leave
10. Receiver Is Deactivated
11. Receiver Deactivation Date
12. Receiver Has Activated
13. Receiver Matrix Manager
14. Receiver custom_01
15. Receiver custom_02
16. Receiver custom_03
17. Receiver custom_04
18. Receiver custom_05
19. Manager Employee ID
20. Manager First Name
21. Manager Preferred Name
22. Manager Last Name
23. Manager Email
24. Manager Department
25. Manager Parent Department
26. Manager Location
27. Manager On Leave
28. Manager Is Deactivated
29. Manager Deactivation Date
30. Manager Has Activated
31. Manager Matrix Manager
32. Manager custom_01
33. Manager custom_02
34. Manager custom_03
35. Manager custom_04
36. Manager custom_05
37. Provider Employee ID
38. Provider First Name
39. Provider Preferred Name
40. Provider Last Name
41. Provider Email
42. Provider Department
43. Provider Parent Department
44. Provider Location
45. Provider On Leave
46. Provider Is Deactivated
47. Provider Deactivation Date
48. Provider Has Activated
49. Provider Matrix Manager
50. Provider custom_01
51. Provider custom_02
52. Provider custom_03
53. Provider custom_04
54. Provider custom_05
55. CreatedQuestion #1
56. Answer #1
57. Question #2
58. Answer #2
59. Question #3
60. Answer #3