Share Survey Results

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

• Share full results
• Share partial results

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

Note: Saved views will not be shared until the anonymity threshold is met.

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 Save this view.
3. The Saved View context panel will appear — Give the custom view a name.
4. Optional settings:
   
   • Toggle on Enable filtering to allow filtering results when viewing responses
   • Toggle on Show comments to allow the employee to view the anonymous comments from survey responders. 
5. Under Share access with, type and select the employees who should have visibility into the full survey results. 
6. Click Save view. 

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.
• Filtering capabilities are limited to custom user attributes that are visible to everyone; non-admins are unable to filter by Admin, Admin + manager only user attributes in shared views.
• 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 with 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
• Manager of managers: Only includes results for direct and indirect (skip) reports

To share results based on roles:

1. Navigate to the Results section of the engagement survey. 
2. Click Manage views. 
3. Select a role-based view.
4. Optional settings:
   • Toggle on Enable filtering to allow filtering results when viewing responses
   • Toggle on Show comments to allow the employee to view the anonymous comments from survey responders. 
5. Within the Saved views by [role] section, filter or search by department, manager, or manager of managers and click Share. 
   • Note: Employees who will have visibility into department results are listed within the Access column. Remove or add users by clicking the ellipsis (...) > Manage access.
6. (Optional) Preview the view by clicking the ellipsis (...) > Preview view within the role row. 

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 Save this view. 
4. The Saved View context panel will appear — Give the custom view a name.
5. Optional settings:
   
   • Toggle on Enable filtering to allow filtering results when viewing responses
   • Toggle on Show comments to allow the employee to view the anonymous comments from survey responders. 
6. Under Share access with, select the employees who should have visibility into the full survey results. 
7. Click Save view.