As participants complete events, our platform powered by AI analyzes the responses and delivers real-time reports as minimum reporting thresholds are met. Depending on your user role, you can access your listening event reports during the listening event or after it closes. (Results display only when the minimum response threshold for reporting is met.)
This article walks through a high-level overview of the following and links out to the step-by-step of each:
Access the Reports Dashboard
You access reports for all types of listening events from the Analyze platform page. Depending on how recently reporting became available, you can access the reports dashboard for an event from the Report Eligible section or the All Reports section of the page. (For more information, see the Analyze article.)
Log in to the Perceptyx Platform.
In the navigation bar, click Analyze.
Use a report action button to access the report dashboard for a specific listening event.
From the Report Eligible section:
If a card for the event appears in the Report Eligible section, click Live Report or View Report at the bottom of the card.
From the All Reports section:
Use the Search Listen Event feature to find and display the listening event in the table.
Click Live Report or View Report for the listening event.
The reports dashboard opens.
Access from the Home Page Via AI Insights (Perceptyx-Led Point-In-Time Events)
When a Perceptyx-led Point-In-Time listening event closes, the AI Insights feed on the platform Home page displays a New Results banner with one-click access to reporting. The banner displays for 30 days after the event closes, helping to keep you focused on your listening event results.
Click View Report to access your reports dashboard.
If you have multiple user roles for the listening event, the banner includes a dropdown to select a role and view your reports.
Note: In addition to the banner in the AI Insights area, you can still use the Analyze page to access your reports.
After 30 days, the banner disappears, and the platform begins generating insights for the listening event.
Reports Dashboard Overview
The Results Dashboard enables you to view a variety of reports for your selected listening event. Dashboard options and available reports vary based on the listening event type.
Point-In-Time & Lifecycle Listening Events
The Results Dashboard is divided into a left panel (enabling you to access all available reports and apply filters) and the main area (where the dashboard/report information displays). The navigation panel stays open as you move between reports unless you click the arrow icon (top) to collapse it.
The information that displays on the dashboard varies by user role, as does the list of reports available in the navigation panel. However, most dashboard configurations include a widget that shows the response rate (the percentage of invitees who have completed the event). For information about the insights you can gain from response rates, see the Response Rates article.
The manager dashboard can include a link to download a Manager Toolkit. This toolkit is in PDF or PowerPoint to assist the manager in sharing results with their team. For more information, see the Share Your Results article.
Note: If you see your manager’s results rather than your own team's results, it is possible that your team did not meet the minimum response threshold required to view your team results. Minimum response thresholds ensure that data is viewable only if the threshold requirements are met. Results based on fewer than the minimum required number of responses are rolled up to the next level. For example, if the minimum threshold is set to 5, the results for a team of 4 are combined with the results for the team at the next level up in their organizational hierarchy. Likewise, if a team has more than 5 members but fewer than 5 complete the listening event, the results are rolled up to the next level.
The types of reports that are generated for an event depends on the types of questions in the event and whether the creator configured trend or turned on action planning for the survey. Frequently used reports are listed below. Click a report name to view an article with full details about the report.
Favorability Report: Displays the percentage of participants that responded favorably or unfavorably by question or by category group. For each question, you can explore the largest gaps between those who answered favorably and unfavorably, look at the demographic profile for responses, view trending, and create an action plan to address an indicated challenge.
Trend Report: Displays results for each question and category for the current survey, as well as past surveys where matching questions were asked.
Comments Report: Provides multiple perspectives on employee comments, ranging from a view of every comment made in the survey to a ranking of the most common single word, two-word combinations, and three-word combinations. You can search for specific words and phrases or by predefined themes; you can also generate real-time word clouds and investigate comment hot spots.
Hot Spot Report: Helps you quickly identify pockets of respondents whose scores are significantly higher or lower than those of other respondents.
Summary Report: Provides a summary of all the category and item results from your survey.
Demographic Crosstab: Enables you to break out results for questions or categories by demographic and compare results for demographic groups side by side.
Benchmark Report: Displays question/category scores compared to benchmark(s) where available.
Completion Report: Shows a breakout of response rate information by demographic groups.
NPS Report: Displays the Net Promoter Score (NPS) for the organization or scope of view within the data.
Demographic Profile: Displays the percentage of respondents by all available demographic options.
Survey Results: Shows a view of all the response data totaled and displayed by question.
Note: You can export the dashboard content or an open report by clicking Export and then selecting Export PDF or Export Excel (only Export PDF is available for the dashboard). The content is exported in the selected format to your default download destination.
360 Listening Events
The Results Dashboard is divided into a left panel (enabling you to access all available reports and apply filters) and the main area (where the dashboard/report information displays). The navigation panel stays open as you move between reports unless you click the arrow icon (top) to collapse it.
The information that displays on the dashboard is typically similar for participants and administrators; however, the administrator can see aggregate results for all participants in a 360 event and can usually filter by multiple demographics. The participant dashboard can include a link to download a personal 360 report. This report is available in PDF or PowerPoint format and helps the participant to understand their results and consider action plans for their growth. For more information, see the Participant Dashboard and Reports | 360 and Administrator Dashboard and Reports | 360 articles.
The list of reports available in the navigation panel may vary; however, our best practice configuration includes the Detailed Scores Report, the Comments Report, and the Survey Results Report. The Detailed Scores Report provides a visual and numerical display of the self rating and others’ rating (an aggregated mean score) for each item or competency in the 360 event. For more information, see the Detailed Scores Report | 360 article. The Comments Report and Survey Results Report function the same as they do for Point-In-Time and Lifecycle events (although the Comments Report does not include the Summary, Theme Co-Occurrence, Hot Spot, or Crosstab tabs). For more information, see the Comments Report and Reference Reports articles.
Note: The reporting dashboard experience for self-led 360 listening events is separate from the experience for Perceptyx-led 360 events described above. For details, see the Participant Dashboard and Reports | 360 and Administrator Dashboard and Reports | 360 articles.
Note: You can export the dashboard content or an open report by clicking Export and then selecting Export PDF or Export Excel (only Export PDF is available for the dashboard). The content is exported in the selected format to your default download destination.
Crowdsource Listening Events
The results dashboard is divided into a left panel from which you can access your profile settings and help content, and the main area where the report information displays. The information and functionality you can access is determined by your role-based permissions.
Filtering functionality is built directly into the report. In various tabs and subtabs you can use the Compare Results feature to filter by available demographics. You can also export results. For more information, see the Crowdsource Reporting for Administrators and Crowdsource Reporting for People Leaders articles.
Filter Your Data
With Point-In-Time, Lifecycle, and 360 listening events, you can use the Filter Data feature to dig deeper into results and analyze results for specific segments of the respondents. Filters apply demographic variables to the results data; only the results that match your filter criteria display.
After you create a filter, you can save it and retrieve it at any time. When you want to return to your full set of results, simply clear the filter. For more information, see the Filter Your Data article.
With Crowdsource listening events, you can use the Compare Results feature to filter results by available demographics. You can clear a filter using the Reset option. For more information, see the Crowdsource Reporting for Administrators and Crowdsource Reporting for People Leaders articles.
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