Admins have visibility into the analytics for their organization's feedback to ensure that managers and direct reports utilize the tool to help maintain your company's feedback culture.
This article contains the following topics:
- Analytics visibility
- Feedback Reporting page
- Feedback Auditing page
- Auditing page: Feedback
- Auditing page: Pending requests
- Auditing page: Individuals
To get started, navigate to Admin > Feedback > Reporting or Auditing.
Analytics visibility
- Admins will have access to the company's reporting and auditing views from the Admin Reporting page.
- Managers will have access to their team's reporting and auditing views from the Reporting page via the Discovery Navigation, except for the Auditing's Pending requests tab.
- Managers of Managers will see their direct and indirect report's reporting and auditing views from the Reporting page via the Discovery Navigation, except for the Auditing's Pending requests tab.
- Employees with custom role permissions can access their assigned group's reporting view from the Admin Reporting page.
1. Feedback Reporting page
The Feedback reporting page will give you a high-level overview of how employees use and engage with the Feedback tool.
What information is available on the Feedback Reporting page?
Two metrics can be seen in the graph at the top of the Reports page:
- Given: The number of feedback written and shared by this group.
- Received: The percentage of people who received at least one piece of feedback.
When you view 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 view the last 90 days, the delta is the difference between the metric 180-90 days ago compared to the metric from the last 90 days. If you change the date range to 30 days or 365, it's the same behavior. If your graph is set on All Time, there is not a delta shown.
Table view
Below the graphs, you can also find a list view of the data from the graph above:
Grouping and Filtering Your Data
When viewing the graphs, you can add more groups by clicking on the + sign (Lattice defaults to the first eight options):
You can also make group 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 over what period of time you are analyzing the data. You can choose a different set of timeframes or a custom range.
2. Feedback Auditing page
Admins can view how dynamic their organization is when using the Feedback tool. You can export Feedback data directly from the Auditing page. Learn more in How to Export Feedback via a Custom CSV.
Auditing page: Feedback
The Feedback tab lists the individual pieces of feedback given and received by all users in the organization, including external feedback.
What information is available on the Auditing Feedback tab?
- Date: The date and time the feedback was given
- Targets: The recipient of the feedback
- Author: The user who wrote the feedback
- Requestor: The name of the user who requested the feedback if the feedback came from a feedback request
- Visibility: The sharing visibility of the feedback
Feedback tab: View or delete feedback
Select the ellipsis (...) to the right of each piece of feedback to either View or Delete.
- Admins have visibility to all feedback, except Note to Selfs, regardless of visibility.
- Admins are also the only users in Lattice that can delete feedback.
Auditing page: Pending requests
The Pending requests tab shows which feedback requests are still pending. Once they have been fulfilled, they will move into the Feedback tab.
What information is available on the Pending requests tab?
- Date: The date and time the request was sent
- Targets: The recipient of the feedback
- Author: The user who is expected to write the feedback
- Requestor: The name of the user who requested the feedback
- Visibility: The sharing visibility of the feedback
Pending requests tab: View or delete feedback
Select the ellipsis (...) to the right of each request to either View or Delete.
- Admins have visibility to all pending requests, except Note to Selfs, regardless of visibility.
- Users can delete their own submitted requests.
Auditing page: Individuals
The Individuals tab shows how much each user has given or received feedback, along with any values attached to the individual via feedback.
What information is available on the Individuals tab?
- Name: The name of the user giving or receiving feedback
- Manager: The name of the user's manager
- Department: The department the individual is associated with
- Feedback given: The number of pieces of feedback given by the user over a given period
- Feedback received: The number of pieces of feedback received by the user over a given period
- Values: The company values attached to feedback the individual has received along with the number given over a given period of time
Individuals tab: Search and filter
To take a deeper dive into your data, you can use the following:
- Search people: Use the bar to search for a specific individual
- Manager: Filter by all direct reports for a particular manager
- Department: Filter by all employees for a specific department
- Time range filter: Filter by a specific date range the feedback has been given or received