Analytics & Reports
The Analytics dashboard aggregates data from all Review Cycles and Surveys into a single view. It shows engagement scores, completion rates, and trends over time.
What Analytics contains
Section titled “What Analytics contains”| Report | Data source | What it shows |
|---|---|---|
| Engagement trends | Engagement Surveys + Pulse Surveys | Scores over time, by dimension and by Team |
| Review completion | Performance Reviews + Peer Reviews | Completion rates per cycle, per Team |
| Team comparison | All Surveys | Side-by-side engagement scores across Teams |
| Individual history | Performance Reviews | Timeline of an Employee’s review scores (Manager view only) |
Who sees what
Section titled “Who sees what”Analytics respects role-based permissions:
| Role | Can see |
|---|---|
| Admin | All data across the entire Organization |
| Manager | Data for their direct reports only. Team-level aggregates for their Team. |
| Employee | Their own individual performance history only |
How data flows into Analytics
Section titled “How data flows into Analytics”Review Cycle closes → responses aggregated → scores calculated → visible in AnalyticsPulse Survey response submitted → score updated in real time → visible in Analytics- Engagement Survey and Performance Review data appears after the cycle closes.
- Pulse Survey data updates in real time.
- All historical data is preserved — there is no automatic deletion.
Exporting data
Section titled “Exporting data”Export any report as CSV:
- Navigate to the report
- Click Export in the top right
- Choose CSV format
Exported data respects the same role-based permissions as the dashboard. A Manager’s export contains only their direct reports’ data.
Rules and constraints
Section titled “Rules and constraints”- Team comparison reports require a minimum of 5 responses per Team (anonymity protection).
- Analytics data cannot be deleted by Managers or Employees. Only Admins can request data deletion via support.
- Historical data persists even after a User is deactivated.
- Analytics does not contain raw individual Survey responses — only aggregated scores and anonymized open-text feedback.
Frequently asked questions
Section titled “Frequently asked questions”Q: Why does my Team’s engagement score look different from last quarter? A: Check whether Team membership has changed between survey periods. Also verify that enough Team members responded (minimum 5 for team-level breakdowns).
Q: Can I export individual Employee review data? A: Admins can export individual performance history. Managers can export data for their direct reports only.
Q: How far back does historical data go? A: All data since the Organization’s creation is preserved. There is no retention limit for active accounts.