Charts allows managers to view data for their direct and indirect reports for 1:1s, Updates, Grow, and Feedback.
To access Charts: Navigate to Reporting > Charts.
Choosing your data
First, choose a data point from the below options or start with a template:
- Adoption: Represents employees using the Lattice tool.
- Lattice Users: Represents employees who are active in or invited to Lattice.
-
Review rating questions: Represents downward review rating response trends from Performance and Talent Reviews.
- If adding multiple qustions, you can view the average rating of those questions by toggling on Average rating.
- Sentiment: Average sentiment scores as recorded from Updates.
If Adoption is selected, data is available for employees who:
- Gave feedback
- Received feedback
- Feedback requested
- Set up 1:1 with their manager
- Participated in a 1:1
- Participated in 1:1 with their manager
- Submitted updates
- Submitted updates with reviews
- Have growth areas
- Have updated growth areas
- Has an active goal
- Created a goal
- Had a goal updated (by any Goal Owner)
- Ended a completed goal
- Ended an incomplete goal
- Aligned a goal
Filters and Grouping
Note: Managers will only be able to filter by fields they have visibility to.
Use the Compare across dropdown to choose how results are broken down on the y-axis, allowing you to compare values across different groups or time periods.
Use the Breakdown dropdown to assign a grouping to view data for employees that have been assigned a default or custom field.
Use the Add Filters dropdown to look at the datapoint analytics for a specific default or custom field value.
Datapoint bar graph
The bar graph provides a visual for the dataset you selected. You can change the view by adjusting the following:
- Timeframe: View data for the last 3, 6, 12, or custom months. You can group the data by monthly, quarterly, or yearly.
-
Percentage or Absolute count: View data by either a percentage or total count
- Percentage: The percent of active users taking a specific action (ie: 43% of your employees gave feedback last month)
- Absolute: The total number of actions taken (ie: 200 pieces of feedback were given last month)
- Bar, Segmented bar, or Line: View your dataset using different graph types
Hover over each bar to view more detail on the exact percentage of active users or the total number of actions.
Select the download button to export the data as a CSV or PNG.
Employee table
The employee table provides more detail on who has adopted and how often. It includes adoption counts for each individual and highlights those who have not adopted.
Export as a CSV
Select the download CSV button to download your data. Lattice will send a download link to your email address so you can access the file. You can choose between a Simple Download with only data included in the table or a Full Download which will include all fields.
Notification text:
- You're receiving this message because you triggered an export in Lattice. Please click on the link below to download your file.
- Button: Download