Configure Event Settings | Point-In-Time & Lifecycle

Modified on Tue, 26 Aug at 2:11 PM

After you invite your participants, you can move to the Settings phase in the Event Builder. In this phase you configure settings that are specific to your event - such as minimum response rates for results and demographic filters in reporting, action planning enablement, and more. You can also configure select report settings and enable demographics to be used as filters in reporting.


This article walks through:


Configure General Settings 

There are two categories for General settings:


  • Standard Settings: These include a variety of settings such as minimum response thresholds, enablement of action planning, and more.


  • Advanced Settings: These settings affect how results are seen in Advanced Reporting. 



Configure Standard Settings

Standard settings are as follows: 


  • Minimum # Responses for Survey Results:
    When active, this setting specifies the minimum number of respondents required to see results. If an Admin sets the threshold at the global level you can change it for your event as long as the minimum number you specify is not lower than the minimum specified at the global level.


  • Minimum # Responses for Comment Results:
    When active, this setting specifies the minimum number of comments required to show a given comment question in the Comments Report. (For example, if set to 10, users see comments only for questions that have at least 10 responses in their view/filter.) If an Admin sets the threshold at the global level you can change it for your event as long as the minimum number you specify is not lower than the minimum specified at the global level.


  • Minimum # Responses for Demographic Filter: 
    When active, this setting specifies the minimum number of responses required to show a given demographic question in demographic reports. This setting applies to all events.


  • Disable Driver Analysis for Favorability Report:
    When active, a user cannot run driver analysis for each question/category in the Favorability report.


  • Include the Overall Score:
    When active, the Overall Average score displays at the bottom of all reports.


  • Percent Favorable Results Displayed as a Whole Number: 
    When active, all reporting percentage values display as whole numbers without decimals. 


  • Enable Action Planning:
    When active, action planning is available for the event. For new self-led events, this option is active by default.


  • Exclude Partial Survey Responses:
    When active, only responses for submitted events are included in reporting. All partial responses (where the participant did NOT click Submit) are excluded from reporting.


  • Use the New Reporting Look-and-Feel: When active, reporting will use the improved UI design (June 2025) with your company branding (if specified).

        

  1. Navigate to the Settings phase for the event you want to work with.

From within the Event Builder:

  1. Click Settings in the left panel.

From Listen:

  1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

  1. In the left panel, click Settings.

The General tab of the Settings page appears, displaying standard settings.



  1. Click to toggle settings on or off. To change a minimum threshold, type a new number in the Value box for the setting.


Note: You can turn on the Enable All Standard Settings toggle to enable all standard settings at once.


  1. If applicable, scroll down to the Advanced Settings section and toggle report settings on or off (as described below).

  2. If applicable, set demographic settings as described in the next section of this article.



Configure Advanced Settings 

In Advanced Settings, you can toggle features on and off for specific reports. By default, all available configurations for each report (except “Display Respondent Counts in the Favorability Report”) are toggled off.



Currently, settings are available for the Favorability Report, the Benchmark Report, and the Demographic Crosstab Report. Settings for other reports will be added throughout the coming months.


  1. Navigate to the Settings phase for the event you want to work with.

From within the Event Builder:

  1. Click Settings in the left panel.

From Listen:

  1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

  1. In the left panel, click Settings.

The General tab of the Settings page appears.

  1. Scroll down to the Advanced Settings section of the page and click the Expand (down arrow) icon to display the advanced settings, if necessary.

  2. For each report, turn the Active toggle on for each component you want to include in the report.

Your selections are saved automatically.

  1. If applicable, set demographic settings as described in the next section of this article; otherwise, click Next: Launch to move to the Launch phase.



Configure Demographic Settings 

Demographic settings allow you to enable or disable demographic fields from your employee data file. Enabling demographic fields allows those demographics to be collected and available for filtering in reporting.



You can enable or disable all demographics by toggling the Enable All Demographics option. To manage individual demographics, toggle each one on or off as needed. If you have many demographics, use the Search Demographics box to quickly find specific items.


  1. Navigate to the Settings phase for the event you want to work with.

From within the Event Builder:

  1. Click Settings in the left panel.

From Listen:

  1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens.

  1. In the left panel, click Settings.

The General tab of the Settings page appears.

  1. Click the Demographics tab.

  2. Choose which demographics to enable:

    1. To enable all demographics, toggle on Enable All Demographics (top left).

    2. To enable only specific demographics, toggle Enable All Demographics off, then toggle on each demographic you want to include.


Note: You can also enable all demographics first, then turn off any you don't need.


  1. To search for and enable a specific demographic:

    1. Type its name in the Search Demographics box (top right).

The screen updates to show only the specified demographic.

  1. Toggle it on or off as needed.

  2. Click the X in the search box to clear the search.

  1. Click Next: Launch to move to the Launch phase.


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