FAQs for admins and survey-admins on access to survey analytics and its reports.
In this article:
- Overview
- How to Configure Access to Survey Analytics
- Who Can Access Survey Analytics & its Reports
- What Reports & Filters Will Users Have Access to
- Can Reporting Access be Granted in Waves
- Who is Responsible for an Action Plan
Overview
FAQs for admins and survey-admins on access to survey analytics and its reports.
Additional Resources:
How to Configure Access to Survey Analytics
As an admin, use the survey's Access Settings to assign users access to specific areas of the manager org tree or custom org tree. Learn how to assign a user access to a specific tree node.
Additionally, custom org trees can be created according to specific demographics besides a traditional manager org tree. Watch and learn more about creating custom org trees.
Who Can Access Survey Analytics & its Reports
Access to survey analytics and its reports can be set up to meet your organization's needs. Access can be configured via the survey's Access Roles, learn more.
Access can be configured for just you and your HR team, your executive team, or for all managers across your organization. Communicate your organization structure with your CIM/CSM to receive a template that reflects your preference for review.
What Reports & Filters Do Users Have Access to
User access to survey reports, filters, and benchmarks can be limited according to your organization's needs. Access can be configured via the survey's Access Roles, learn more.
A common configuration includes HR teams receiving full access, with manager access limited to the Overview, Categories, Questions reports, and Action Planning.
Can Reporting Access be Granted in Waves
Yes, access to a survey's reports can be granted at once or according to a specified schedule.
Access Roles can be configured to remain disabled until a scheduled time.
Who is Responsible for an Action Plan
Action Plans are a collaborative effort across the team. To better delegate responsibilities, a team's Action Plan has three categories of members:
- Owner: Can complete and manage an Action Plan's Focus Areas, ultimately responsible for the completion of the Action Plan
- Contributor(s): Can complete and manage an Action Plan's Focus Areas
- Viewer(s): Have visibility into Action Plan activity but cannot make updates or edits
Learn how to assign users to an Action Plan.