In this article
1: Hierarchy Navigation
1.1: Drilling Down into the Organizational Hierarchy
To drill down into the organizational hierarchy, perform the following steps:
Select the Filter icon in the top left corner of the page. This opens the filter panel.
Select the Unit Hierarchy filter.
Search for the work unit(s) you would like to view, or expand and navigate through the hierarchy to find the units. When you search, a list of the units with the search keyword will appear below for you to select from. To expand the hierarchy, use the arrow to the side of the unit’s name.
Select the check box next to all units you wish to group and click the Apply button. If needed, click the Clear All button to clear all your selections.
1.2: Hierarchy Breadcrumbs
Follow the breadcrumbs at the top to see where you are in the hierarchy. Make note that to go back through/up the hierarchy, you must use the breadcrumbs as there is not a back button.
The unit(s) you have selected will also appear as a filter pill across the top of the dashboard.
By hovering over the pill you can:
View the names of all selected groups.
Deactivate or reactivate the filter by clicking on the “eye” icon.
Delete the filter by clicking on the “X” icon.
2: Filters
To filter the data on any page, click the Filters icon in the upper left corner of the screen. This will open a panel on the left side of the page where you can select and apply filters.
Each of the demographic filters appears as an option in the filter panel. When you click on a demographic label, the possible response options will display.
Place a check in the box next to each response option you would like to use as filters.
You can also search response options by using the search bar to type keywords.
Once you have selected the desired filters, click the Apply button. To return to the list of demographic filters, select the back arrow at the top left of the filter panel. To return to the page you were on when you clicked the Filters button, click the X icon at the top right of the filter panel.
Note: Filters will remain on until you turn them off.
3: Custom Filter Groups
The filter functionality allows you to group multiple work units or demographics and create reports for that combination of units/demographics. You can create custom groups based on the report group and demographic permissions you have. The custom groups you create are only visible to you and cannot be seen by other users.
Custom filter groups can be easily saved for future use in the filter panel. Once all selections are made, click the Save to Favorites button. You will be prompted to name a new filter group or select an existing group to filter. Click the Save button to finish.
The custom filter group will now appear on the Favorites tab of the Filter panel. It will be available to you any time you log into your dashboard in the future.
Applying, Editing, or Deleting a Custom Group
Navigate to the Filter panel and select the Favorites tab.
To apply an existing custom group to your dashboard, select the radio button next to the filter group you would like to apply and then select Apply.
To edit an existing custom group, select the pencil icon. You can edit the custom group name by selecting the pencil icon next to the name at the top of the filter panel. You can edit the response options included in the custom group by selecting a filter and then making your changes by selecting / deselecting the check boxes. Select Update.
To delete the group, select trashcan icon.
4: Hide Unavailable
There is an option at the bottom of filter panel to hide response options that are unavailable. Most often, response options are unavailable if the number of responses falls below the reporting threshold.
Hiding the unavailable response options provides a cleaner list of filter options and will save you time by removing invalid options. The system defaults to hiding the unavailable response options. However, if you are interested in seeing all the response options that are available, you can toggle the functionality off.
Lifecycle-specific Filters
When you access a Lifecycle report, you will have access to two additional filters.
Lifecycle Survey Type
Effective Date or Invite Date
Lifecycle Survey Type
The Lifecycle Survey Type filter allows end users to focus their analyses on a specific Lifecycle Survey. All Lifecycle survey types available to your organization will display as response options.
When viewing the Summary page, the Lifecycle Survey Type filter will appear as a multi-select filter with checkboxes. The Summary page defaults to displaying all Lifecycle survey types.
When viewing any page other than the Summary page, the Lifecycle Survey Type filter will appear as a single-select filter with radio buttons. The filter will default to the Lifecycle survey type that is administered earliest in the employee lifecycle, which appears at the top of the response option list (e.g., Entrance).
Effective Date or Invite Date
Your Lifecycle report will include one date filter: Effective Date or Invite Date.
Effective Date: This is the date of the event that triggers the survey invitation.
For Entrance, New Hire, and Acclimation surveys, Effective Date is the same as Start Date.
Exit surveys, the Effective Date is the Termination Date.
Invite Date: This date is when the survey is sent to the employee.
You will be prompted to select one of the following date range options:
Days
Weeks
Months
Quarters
Years
Custom