As an Administrator, you can view a comprehensive report for a Crowdsource event while the event is active or after it closes. To protect anonymity, all results are presented on an aggregated level. The anonymity threshold can be customized, however our best practice recommendation is 5. If the anonymity threshold is not met for a particular demographic group or team, the platform automatically combines those responses with the next smallest group or team.
For multi-language events, results (including the infographic) are displayed in the preferred language defined in your user profile and exports show comments in their original languages along with translations.
This article walks through:
Report Overview
The report contains 4 tabs:
Summary
Displays scores for the entire pulse population. You can filter the results, view detailed audience metrics, and view detailed results for individual questions.
Managers
Search for a specific manager’s report and view their results.
Exports
Export results to Excel format.
Infographic
View, filter, and download an infographic summary of the results.
Access the Report
You access reports from the Analyze platform page.
Log in to the People Insights 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 report opens displaying the Pulse Overview.
Participants: Total number of unique individuals who engaged with the platform in any way - 1) left a response, 2) voted on the open-ended responses, 3) viewed the aggregated results, or any combination of those actions.
Respondents: Number of participants who responded to at least one question in the pulse (can be a metric or open-ended question).
Answers: Total number of open-ended answers submitted by respondents. There can be more answers than respondents, as each respondent can provide more than one open-ended answer.
Similarly, there can be fewer answers than respondents, as some respondents may choose to not provide an open-ended answer.
Votes: Total number of votes cast by all participants in the pulse.
Click View Results to open the report.
Summary Tab
The Summary tab displays scores for the entire pulse population. You can use the Compare Results feature to filter the results, click Audience Metrics to view detailed audience metrics, click a question to view detailed question results, or click the crowdsource question to view.
Filter Results
You can use the Compare Results feature to filter the results by demographic groups or by manager team (if enabled).
Click Compare Results.
A list of options appears, based on the employee tags used in the event.
Note: For details about using employee tags, see the Employee Tags | Crowdsource article.
Click the dropdown for the demographic you want to filter by, then select an option. You can select multiple demographics.
Click Apply.
A small filter icon displays below each line along with the results for the filter.
To remove the filter, click Compare Results, click Reset, and then click Apply.
Detailed Audience Metrics View
The Detailed Audience Metrics view shows results grouped by audience member types.
Audience: Total number of employees invited to the pulse
Participant Rate: Participants / Audience
Response Rate: Respondents / Audience
Vote Rate: Voters / Audience
You can use the Compare Results feature to filter the detailed Audience Metrics view based on demographic groups or by manager team (if enabled).
Click Compare Results.
A list of options appears, based on the employee tags used in the event.
Click the dropdown for the demographic you want to filter by, then select an option. You can select multiple demographics.
Click Apply.
A small filter icon displays below each line along with the results for the filter.
To remove the filter, click Compare Results, click Reset, and then click Apply.
Detailed Question View
The Detailed Question View is divided into three sections:
Overall Pulse Results: The % Neutral, % Positive, and % Negative scores for the question based on responses from the overall audience.
Show % Positive By: A dropdown to filter the results of a heatmap that displays at the bottom of the screen.
Heatmap: A color-coded heatmap that shows you at a glance the distribution of positive, neutral, and negative responses within the audience.
If you hover over the lightning bolt icon (top), a popup displays the following information:
Ratings: Number of respondents who provided a rating for the question
Didn’t Answer: Number of respondents who did not provide a rating for the question
Respondents: Total number of respondents for the entire event
Note: The platform protects the anonymity of participants based on the anonymity threshold set by the organization. The most common threshold is 5 respondents. A respondent is a participant who responds to at least one question in the listening event.
Because the questions are not mandatory, a respondent can choose to answer some, but not all the questions. In the following example, the score displays even though there are only 4 ratings; however, there are 5 respondents. One respondent answered one or more other questions, but chose to not answer this particular question.
Click the Show % Positive By dropdown and select the demographic you want to use as a filter.
The heatmap updates to reflect the applied filter.
Detailed Crowdsource Question View
The crowdsource (open-ended) question in your listening event links to the voting. Through pairwise voting, responses are ranked and prioritized by the entire group. In this view there are two tabs: Answers and Themes.
In the Answers tab, you see the answers to the crowdsource question, sorted by rank. Each response also includes:
Win Likelihood: The probability that the comment will emerge as the #1 answer. It’s a measure of how strong/important the comment is.
Views: The number of times the answer appeared in a voting pair.
You can:
Use the Sort By dropdown to sort the results by top ranked or most recent responses.
Use the Filter Answers feature to filter by predetermined demographics or by themes.
Use the Search by Text box to search comments based on a specific word or phrase. As you type a word or phrase, the display dynamically updates to show only the comments that include your search criteria.
Managers Tab
In the Managers tab you can search for and view the results for a specific manager (if enabled).
The Managers tab has two subtabs:
Summary
The Summary tab displays the manager’s results filtered by “All My People,” which represents summary scores for each question as answered by everyone who reports to the manager selected, directly and indirectly.
The tab also provides one-click access to the detailed audience and question views at the manager’s level. You can use the Compare Results feature to filter the results by the demographics the manager is associated with, either by group or by teams. You can apply filters at the Summary level or in the detailed audience or question views. You can also view an infographic for the results.
Exports
The Exports tab enables the export of summaries of metric question scores and open-ended responses grouped by the manager’s team or teams.
Display a Manager’s Results
Click the Managers tab to display the search box.
Click the search box and start typing the name or email address of the manager whose results you want to view.
As you type, a list appears and dynamically updates as you continue typing.
Select the name of the manager.
The manager’s results appear.
Filter Results
Click Compare Results.
Two tabs for options appear. Use the My People tab to filter by the entire company or the team(s) and demographic(s) the manager is associated with. Use the My Groups tab to filter by the demographic groups the manager is associated with.
Click the tab you want to select from, click the dropdown for the category you want to filter by, then select an option.
Click Apply.
The results are filtered by the selected option.
Detailed Question View
When viewed for a manager, the Detailed Question View is divided into three sections:
Overall Pulse Results: The % Neutral, % Positive, and % Negative scores for the question based on responses from the overall audience.
My People/My Groups: Tabs for viewing results by the people who report to the manager or the groups the manager is associated with. All My People reflects the summary score for the selected question as answered by everyone who reports to the manager selected, directly and indirectly.
Team or Group Results: Summary score for the selected question as answered by the manager’s direct reports and the teams that report to the manager. You can use the View By dropdown to sort the score by a predefined list of filters.
To filter the results on the My People tab, click the View By dropdown and select the option you want to use as a filter.
The results update to reflect the applied filter.
To view the My Groups results, click the My Groups tab.
Click Back (top left) to return to the Managers tab.
Detailed Crowdsource Question View
In this view, you see the answers to the crowdsource question as answered by the employees associated with the manager, sorted by rank. Each response also includes:
Win Likelihood: The probability that the comment will emerge as the #1 answer. It’s a measure of how strong/important the comment is.
Views: The number of times the answer appeared in a voting pair.
You can use the Sort By dropdown to sort the results by top ranked or most recent responses. You can use the Filter Answers feature to filter by the demographics or groups associated with the manager or by themes.
Export Result Summaries
You can easily export a manager’s results into an Excel format using the Exports tab. Note that this tab is available for managers only after the event is closed.
Click the Exports tab.
Options display for Metric Results (a summary of the scaled question scores grouped by the manager’s team(s) and Open-Ended Results (all open-ended responses grouped by the manager’s team(s).
Click Generate for the option you want to export.
The results are exported to an Excel file. When it is ready, the Generate button changes to a Download button.
Click Download to download the file to your downloads destination folder.
Exports Tab
The Exports tab provides options for you to export results in a variety of summaries:
All Pulse Data: Summary of pulse raw data including but not limited to: All Answers, Open Answers, Themes and more.
Manager (All My People): Summary of metric question results grouped by manager teams.
Participation by Employee Tag: Summary of pulse audience participation grouped by Employee Tag Categories and Values.
Metric Results by Employee Tag: Summary of metric question results grouped by Employee Tag Categories and Values.
Manager (Direct Reports): Summary of metric question results grouped by manager team direct reports.
Participation by Manager: Summary of pulse audience participation grouped by managers.
Click the Exports tab.
Click Generate for the option you want to export.
The results are exported to an Excel file. When it is ready, the Generate button changes to a Download button.
Click Download to download the file to your downloads destination folder.
Infographic Tab
In addition to viewing results in the platform, you can download a high level summary in the form of an infographic. The Infographic tab displays a preview of the infographic that you can filter prior to downloading. You can download the infographic as an image or as a PDF file.
Click the Infographic tab.
The preview appears.
If you want to filter the results, click Filter (top right), select your filtering option, then click Apply.
Click Download, then select Image or PDF.
The infographic is downloaded to your downloads destination folder.
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