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Share Survey Results

Rosie Serrato
  • Updated

Admins and survey admins can share survey results with other employees at the company. Admins can:

View the survey notification when results are shared in A List of Notifications for Engagement Surveys.

Share full results

Employees with access to the full survey results can view scores and, if enabled, anonymous comments submitted by everyone in the company.

  1. Navigate to the Results tab of the engagement survey. 
  2. Remove all applied filters and click Share results > As custom view.  
  3. The Saved View pop-up will appear — Give the custom view a title.
  4. Under Share with, type and select the employees who should have visibility into the full results.
  5. (Optional) Click + Message to add a message to the notification received when the results are shared. 
  6. Optional settings:
    • Check Show comments to allow recipients to view the anonymous comments from survey responders.
    • Check Enable export to allow recipients to export the results as a CSV. 
    • Check Enable filtering to allow filtering results when viewing responses by the fields they have permission to access.
  7. Click Share. 

Optional settings: Enable filtering and Show comments

The following view settings can be adjusted for the employee who will have access to the results:

Enable filtering: Allow the group to filter results when viewing responses and heatmaps.

  • Department heads, managers, and managers of managers will never have visibility into results that are not within their organization.
  • Non-admins will be able to view the following default fields: Manager, Tenure, Gender, and Age.
  • With the exception of the default fields mentioned above, filtering capabilities are limited to custom user fields that the view owner has visibility into. Learn more about editing field for default roles and custom role owners.
  • This feature only allows the group to add additional filters to the results they have access to.
  • If toggled off, the top filter bar and heatmap analysis will be disabled.

Show comments: Allow the group to view anonymous comments from survey responders.

  1. If toggled off, the Comments tab will not be visible within the view.
  2. If you have set the survey to allow managers or managers of managers to reply to anonymous comments, you will need to disable their access to replies before you can toggle off comments within the saved view.

Share partial results

Admins can share a subset of the survey results based on set filters with employees, e.g. sharing department results with a department head. The filters set will be locked for users when accessing their view. 

There are two ways admins can share partial results:

  • Share automatically with role-based sharing
  • Create a custom view based on filters

Role-based sharing

Engagement surveys will create default views for the following:

  • Department heads: Only includes results for all department members.
  • Managers: Only includes results from direct reports.

Role-Based View Settings

Before sharing the results, you will need to configure the settings of the shared results: 

  1. Click Settings.
  2. Add a message to share context with the recipient of the results. 
  3. Optional settings:
    • Check Show comments to allow recipients to view the anonymous comments from survey responders.
    • Check Enable export to allow recipients to export the results as a CSV. 
    • Check Enable filtering to allow filtering results when viewing responses by the fields they have permission to access.
    • Check Show Engagement Insights to allow recipients to see AI-generated insights including key driver analysis and comment summaries.
  4. Click Save.

To share results based on roles:

  1. Navigate to the Sharing section of the engagement survey. 
  2. Choose either Departments or Managers.
  3. Click Share next to the Manager or Department. 
  4. (Optional) Preview the view by clicking the Preview next to the Department or Manager. 

Create a custom view

Admins can create a custom view to share using the available custom and default filters. The selected filters will become locked for the user given access when viewing results.

  1. Navigate to the Results section of the engagement survey. 
  2. Apply the desired filters you want to share, e.g. Office Location: NY. 
  3. Click Share results > As custom view. 
  4. The Saved View pop-up will appear — Give the custom view a title.
  5. Under Share with, type and select the employees who should have visibility into the full results.
  6. (Optional) Click + Message to add a message to the notification received when the results are shared. 
  7. Optional settings:
    • Check Show comments to allow recipients to view the anonymous comments from survey responders.
    • Check Enable export to allow recipients to export the results as a CSV. 
    • Check Enable filtering to allow filtering results when viewing responses by the fields they have permission to access.
  8. Click Share.  

Engagement Insights within Shared Views 

Admins can now share Engagement Insights with managers and department heads when they are sharing engagement survey results. 

  1. Navigate to the Sharing tab of the engagement survey. 
  2. Select either Manager or Department depending on who is receiving the Shared View.
  3. Click Settings > select Show Engagement Insights > click Save. 
  4. Select the box next to the name of the Department Head or Manager.
  5. Select Share Selected to share the view with the employee(s). Screenshot 2024-06-21 at 11.50.40 AM.png Screenshot 2024-06-21 at 11.53.18 AM.png

 

Within their Shared View, department heads and managers can select to Share results with members of their department or team. 

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