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      Trend Over Time

      Use Trend Over Time to organize large amounts of survey data by grouping them by the month, quarter, or year they were collected.

      Last Updated: October 16, 2024

      In this article: 

       

      Overview

      Surveys, especially those conducted over long periods, generate large amounts of survey data. To make sense of your results, apply Trend Over Time to automated surveys and single surveys open for 30+ days. 

      Trend Over Time allows you to organize and analyze results by grouping them according to the month or quarter they were collected. 

      By tracking certain survey questions over time, you can reliably identify strengths or areas of opportunity within your organization and strategize how to address any shortcomings. Additionally, Trend Over Time can be used to gauge the effectiveness of a strategy by observing how results change over time.

      Additional Resources:

      Requirements 

      • Available to all users with access to survey analytics

      Enable Trend Over Time

      To enable Trend Over Time:

      1. Navigate to a qualifying survey's analytics
      2. Click and expand the Reports tab in the header
      3. Click and navigate to any of the reports
      4. Click Trend Over [x]
      5. Click any of the available options, i.e. Month, Quarter, etc. to reload the report with a new visual of the trending data
        • This will automatically adjust the active time range specified
        • Click Remove Trend to disable Trend Over Time

      Once enabled, the selected Trend Over Time option will remain active as you navigate between the different reports for the survey.

      Understanding Trend Over Time

      Once enabled, Trend Over Time is visualized with a line graph with data points corresponding to the selected time interval and range, most notably, on the Questions and Categories report.

      To navigate, understand, and unlock new insights with Trend Over Time: 

      • A. Team View & Filters, Slices:
        • Click Select Team to show results specific to a team or a branch of a custom org tree, learn more
        • Click Filter, Slice By, and Compare To: Click any of the options to further specify and refine the displayed results
      • B. Trend Option & Date Range: 
        • Click Trend Over [x] to specify the trending interval or disable Trend Over Time
        • Click the date range to adjust the active time range
      • C. Chart Legend: Click on the different favorability options, i.e. Favorable, Neutral, Unfavorable, etc. to update the line graph to match your selection
        • Hover over a data point to view the score (percentage) and number of participants (n-value) for a given month, quarter, or year

      • D. Question-Level Trending: When Trend Over Time is active, the trending data is available for each question
      • E. Insights: Click the Insights ribbon to add any insights and save them to your Action Plan, learn more about Insights
        • To add an Insight, click the question's corresponding Insight ribbon icon and add a description; click Create to save your Insight

      Trend Over Time & Exports

      When Trend Over Time is enabled, exported data will reflect the active Trend Over Time option.

      To export Trend Over Time data:

      1. From the survey's analytics, click the Reports drop-down and select the relevant report 
      2. Click and expand Exports in the top-right 
      3. Click on the export option
      4. Download the exported file from your browser's downloads