Note: The following article shows the Betterworks NextGen interface. If the steps and/or screenshots do not match what you see in your organization's Betterworks instance, try our other articles that show similar features in the Betterworks Classic interface (Reports & Usage Dashboard, Manager Insights, HR Insights, Execution Insights, and Advanced Analytics).
Contents
- Overview
- Configuration
- Usage: Reporting (Exports)
- Usage: Insights (Dashboards)
- Data Refresh Schedule
- FAQs
Overview
The Betterworks Reporting & Insights features give employees, managers, and leaders an interactive analytics experience that shows near-real-time conversations, feedback, and workforce data. This unified experience offers an accurate view of performance activity, workforce engagement, and program health. With on-demand data, organizations can use strategic insights across the workforce to spot trends and plan development.
Configuration
Note: You will need to work with your organization's Customer Success Manager or Support Account Manager to complete the configuration, as the settings are currently only accessible on the backend.
Custom Field Mapping
Administrators can map up to 25 custom fields from user profiles to appear in the dashboards.
- Standard: The first 5 selected custom fields will appear as interactive filters on the dashboard, and 10 will be included as columns in the drill-down tables.
- Comprehensive: The first 18 selected custom fields will appear as interactive filters, and 25 will be included as columns in the drill-down tables.
Custom Group Visibility (Restricted Access)
By default, Super Admins and HR Admins are granted full visibility of the data in all columns. However, if your organization requires restricted access to sensitive data (e.g., compensation details), custom group visibility can be implemented to define which columns are visible to specific administrative roles. Contact your organization's Customer Success Manager or Support Account Manager to set up custom group visibility.
Usage: Reporting (Exports)
Reporting is powered by a high-performance engine designed to handle large datasets efficiently.
- Module-based Reports: Structured exports are available for Conversations, Feedback, and Adoption.
- Extended Filtering: Refine data using a variety of filters, including Groups, to manage complex structures.
- Bulk Exports: Detailed reports can be exported as CSV or XLS files for granular analysis.
- Multi-template Selection: You can select multiple templates simultaneously to view status across different cycles.
Usage: Insights (Dashboards)
Insights are powered by embedded, interactive dashboards providing near real-time updates. Every visual element is interactive; clicking a Key Performance Indicator (KPI) card or chart allows you to drill down into specific underlying records.
- Custom Module Support: If you rename a module (e.g., changing "Feedback" to "Evaluations"), our application automatically updates all labels and headers across the dashboard.
- Trend Comparisons: KPI cards display trend comparisons against previous business periods to help track performance over time.
- Global Filters: Dashboards include filters for Date Range, Department, Location, Job Title, Group, Manager, Tenure, and custom fields.
Conversations Status Dashboard
This dashboard tracks the health and completion of performance or other conversations.
KPIs:
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Conversations Initiated: The number of distinct conversations started.
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Conversations Completed: The number of conversations where the overall status is marked as "Completed."
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Conversations Expired: The number of unfinished conversations where the deadline (either the End Date or the Grace Period) has passed.
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Completion Rate: The percentage of conversations completed out of the total volume of active conversations.
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Completion Count: The number of unique employees who completed at least one conversation.
Core Charts:
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Employee vs. Manager Status: Heatmaps indicating where conversations are stuck in the cycle.
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Completion Timing: Categorizes completions as On Time, During Grace Period, or Expired. This helps HR determine whether the initial deadlines are realistic.
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Overall Status: A breakdown of all active conversations into Not Started, In Progress, or Completed.
Note: In NextGen, Conversation Status now treats Confirmed Meetings as satisfying the meeting requirement for in-progress/completed calculations.
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Conversations Trends: A line graph showing the volume of Started, Completed, and Expired conversations over time.
Feedback Status Dashboard
This dashboard provides a comprehensive view of feedback activities, status, and adoption.
KPIs:
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Feedback Received: The number of distinct feedback entries submitted within the selected date range.
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Feedback Requested: The number of feedback requests. High request volume with low responses may indicate barriers like notification fatigue or timing issues.
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Completion Rate: The percentage of feedback entries submitted out of the total volume active during the period.
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Employees without Feedback: The number of unique, active employees who have not received feedback. This helps distinguish between raw volume and actual participation.
Core Charts:
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Adoption: Breakdown of employees without feedback by department to identify teams requiring additional nudges or training.
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Engagement: Distribution of feedback by status (In Selection Period, Expired, Completed, Expired, Declined, or Answering).
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Retention Trends: Line graphs showing the volume of activity over time. Ideally, you should see Initiated entries spike at the start of a cycle and Completed entries spike toward the end.
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Heatmaps: Comparison of completion rates across templates and departments.
Workforce Dashboard
This dashboard provides a comprehensive view of the workforce across the organization, helping administrators track headcount, attrition, and diversity.
KPIs:
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Headcount: The number of unique employees active at the end of the selected date range.
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New Hires: The number of unique employees who joined the organization within the selected date range.
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Employee Exits: The number of unique employees who left the organization within the selected date range.
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Attrition Rate: The percentage of the workforce that left during the selected range, calculated as exits divided by total headcount.
Core Charts:
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Headcount by Department: A clustered bar chart comparing active headcount and attrition across business units.
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Hiring Trend: Tracks recruitment velocity and seasonal hiring patterns over time.
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Attrition Trend: Visualizes turnover spikes to help correlate exits with specific organizational events.
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Total vs. Voluntary Attrition: Comparative bar charts by Department or Tenure that isolate employee-initiated departures from structural changes. It requires data from additional fields.
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Gender Diversity by Department: A stacked bar chart providing a granular view of gender representation across business units. It requires data from additional fields.
Data Refresh Schedule
The conversations, feedback, and workforce datasets have two scheduled refreshes:
- Full Refresh: A complete refresh of the dataset happens once daily at 12 am IST.
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Incremental Refresh: Happens every hour starting from 12:45 IST.
- Conversations & Feedback: The hourly update captures activity for items with a start date within the last 12 weeks. Items outside this window update during the daily full refresh.
- Workforce: New employee records are reflected within 1 hour. Updates to existing records (like department changes) are reflected during the daily full refresh.
Note: Updates to Super Admin and HR Admin scopes or permissions reflect between 0–6 hours from the time of change.
FAQs
How often is the data refreshed?
Insights data is refreshed in near real-time (~1 hour), ensuring administrators have current visibility into activity. Reporting data for exports is real-time.
Can I export data directly from a dashboard visual?
Yes. By clicking on a visual element (KPI card or chart) to drill down into the table view, you can export the granular underlying data to CSV or XLS formats.