How to export a CSV or heatmap view of your pulse survey results
As an admin, you can directly share save views 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 anonymity threshold has been reached for your questions or themes, Survey Admins can view and export a CSV and/or heatmap at any time after the pulse survey is launched.
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 the "Results" tab.
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 your data (gender, department, etc.), what filters 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 your data (gender, department, or other custom attributes), what filters you want to be applied, and whether you want to see absolute scores or deltas. For example, we can look at how top performers are doing per office location.
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 office location 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 you choose, deleting unwanted columns or rows. It's easy to select the data you want to present and copy the cells into a PowerPoint presentation for an all-hands meeting or a leadership meeting.