Using Administrator Reports

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.

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Note: The link expires in 1 day.

What do they do?

There are (2) key questions that the Betterworks report helps to answer:

  1. Who still needs to complete actions?
    • User Activity Report
    • Conversations Adoption Report
    • Feedback Adoption Report
  2. 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

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. 

Screen_Shot_2018-02-12_at_10.18.57_AM.png 

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