Accessing the Auditing and Reporting pages for Updates.
Updates' Reporting and Auditing pages will provide admins with a high-level overview of how employees use and engage with the Updates tool. This article will outline who has access to Reporting for Updates, the data in these pages, and how to customize reports by filtering for specific groups.
Head to the Admin page > Updates in the Discovery Navigation > Reporting to get started.
Who can see the Updates Reporting page?
- Admins will have access to this in the Admin page > Updates.
- Managers will have access to this on the Reporting page.
- Managers of Managers will see this on the Reporting page.
- Employees with Custom Role Permissions will see this in the Admin page > Updates.
What information is available?
Three metrics can be seen in the graph at the top of the Reporting page:
- Sentiment: The Sentiment graph will show the average sentiment per group over a period of time.
- Published: The Published graph will show the number of updates published per group over a period of time.
- Reviewed: The Percentage Reviewed graph will show the number of updates that managers reviewed for a specific group divided by the total number of updates published by that group of people.
To navigate between these metrics and see the different graphs, click on the metrics above the graph.
When viewing a graph, the delta metric at the top compares the change between the previous date range interval and the current date range interval. For example, if you select to view the last 90 days, the delta is the difference between the metric 180-90 days ago and the metric from the previous 90 days. The same logic applies if you change the date range to 30 days or 365. If your graph is set on All Time, there is no delta shown.
Below the graphs, you will find a table view of the data shown in the graph:
Grouping and Filtering Your Data
When viewing the graphs, you can create groups to combine your data by clicking on the + sign (Lattice defaults to the first eight options):
You can also make groups visible or invisible on the graph by clicking on the grouping name:
Here’s more detail on Groupings and Time Range:
- Group by: You can adjust how your information is grouped by clicking on the Group by filter. Here, you will see a list of all employee fields currently in Lattice, including any custom fields you may have created. (This functionality is not available to managers.)
- Time range: This allows you to adjust which period of time you analyze the data. You can choose a different set of timeframes or a custom range.
As your organization uses Updates, admins can get an overview of their organization's engagement or usage of the tool from the Auditing page.
Head to the Admin page > Updates in the Discovery Navigation > Auditing to get started.
The Updates tab in the Auditing page lists every update submitted between a manager and their direct report.
On this page, admins or users with admin-like permissions will be able to view the date each update was submitted, the name of the direct report and their manager, and whether or not the update is private. A private update is marked by a padlock sign to the right of the date; a private update is only visible to the employee and their manager - with the option of their manager's managers seeing it as well). You will also have visibility into the sentiment score the employee logged and the content of the submitted update.
To scan updates one by one, click the View button. You can then use arrow keys (right and left) on your keyboard to go through all the updates listed.
If you want to see who is feeling the best (has the highest sentiment score) and who might not be feeling so well (lowest sentiment score), you can filter by clicking Sentiment. This selection will align updates in descending and ascending orders.
Admins can additionally filter by the individual or manager. If you filter by manager, you can select All managers in the dropdown or select a specific manager, resulting in a list of all updates submitted by that manager's team. You can also filter by department and by time range.
The Individuals tab is where admins manage whether Updates are turned on for employees, see how often employees are being prompted to write their updates, see the average sentiment score, as well as see when the last update was submitted.
You can quickly turn updates on or off between a manager and their direct report by toggling on (blue) or off (grey) in the Status column. You can do this on an individual basis, or you can select to Turn on for all, which will make Updates available to everyone in your organization.