As an admin, you can directly share save views (link article here) of your pulse survey results with other members of your team or you can export survey results as a CSV or a heatmap. Once the the anonymity threshold has been reached for your questions or themes, a Survey Admins can view and export a CSV and/or heatmap at any time after the pulse survey is launched, as long as 

Exporting a CSV 

To export a CSV of your survey results, follow the steps below: 

Step 1: Navigate to the "Admin" Panel in the top navigation bar
Step 2:
Click on "Pulse" under Engagement in the left panel
Step 3:
Select Survey and click on either its name or "View results"

(Update screenshot)

Step 4: Toggle and select to view your data by theme or by questions
Ensure it is on the "List" view. Then choose how you want to group you data (gender, department, etc), what filters that you want to be applied, and whether you want to see absolute scores or deltas. 

Step 5: Click "Export CSV"

Exporting a Heatmap

To export a heatmap, follow the steps below:

Step 1: Navigate to the "Admin" Panel in the top navigation bar
Step 2: Click on "Pulse" under Engagement in the left panel
Step 3:
Select Survey and click on either its name or "View results" 

Step 4: Toggle and select to view your data by theme or by questions
Ensure it is on the "Heatmap" view. Then choose how you want to group you data (gender, department, etc), what filters that you want to be applied, and whether you want to see absolute scores or deltas. 

Step 5: Click "Export Heatmap"

This heatmap export will be an excel file that looks the same as the heatmap in Lattice. Here is an example heatmap grouped by gender across each theme:

You can export heatmaps for both Themes and Questions by toggling on the lefthand side and then clicking on "Export heatmap" on the right.

Why Would I Want to Export My Heatmap?

After exporting your heatmap to Excel, you can edit the Excel file in any way that you choose, deleting unwanted columns or rows. It's easy to select the data that you want to present and copy the cells into a powerpoint presentation for an all-hands meeting or a leadership meeting. 

Questions? Feel free to reach out to our support team at [email protected] or by clicking on the chat icon located on the bottom right of your screen.

Did this answer your question?