Reporting setup in Program Summary

Article
11/20/2024

The Reporting page allows admins to customize how dashboards are set up for specific User Roles to view their survey results.

Assign permissions to view feedback

In the Program Roles section, see and set how User Roles are permissioned. Select the role to view what is configured.

In this example, you see what the Company Admin is permissioned for:

As an admin, make these choices:

Permission	Description
Reporting view	Whether the manager is granted Live View or Phased access.
Concierge Visibility	Whether the manager sees the Manager Concierge feature on their dashboard.
Broader Team Insights	Whether a high-level summary of this role's survey results is visible to their direct reports or roll-up hierarchy. Learn about Broader Team Insights.
Team Conversations	Managers with this feature enabled and who have a sufficient number of responses can access a Team Conversations presentation kit once the survey closes and results are released.
Default Dashboard	Team Summary is the default Glint manager dashboard experience. Change by using the dropdown menu to select a different report. Only one report is available when not using Team Summary. Important: Company Admin roles must be granted access to the Executive Summary dashboard.
Export Comments	The default ON setting allows managers to export verbatim comments exports using the Export and Share button in reports. Note: To increase survey confidentiality, you can disable the export functionality for comments at the program level. Disabling the feature enhances confidentiality measures by decreasing the chance that a user can match a specific comment to a survey respondent. When the default ON toggle is changed to OFF, the Export and Share button is hidden in reports.
Report Template Access	The individual reports this user can view. Select the X to delete a report or use the Search box to add a report. Learn about Viva Glint reports.

Add User Roles to view feedback

To add User Roles to a program to view feedback, select Add Role. The dropdown menu displays User Roles created within the User Role feature. Select roles that should have reporting permissions for this program. The User Role name now appears on its own row.

Tip

Use the up or down arrow next to the role name to view or close role set up.

Set up Question Reporting Access

Selected questions can be excluded from a survey for specific roles. This example shows the Question Reporting Access permission for the Glint 360 admin role and that three of the 19 survey items are to be excluded for the People at vgAcme role:

Select Select questions from the Question Reporting Access section. Remove an item by selecting the X next to it. Add an item back by selecting Add More and then select the item to be added.

Aggregate Indices

For most surveys, using aggregate indices isn't recommended. Aggregates are groups of items that are similar. For surveys with a large number of items, however, it can make sense to group similar questions into aggregates. Typically, aggregates are statistically validated constructs which contain highly correlated questions. Only rating-type questions can be part of aggregate indices.

Important

If an item (question) is included in an aggregate, regardless if the aggregate is configured as the program's key outcome, that item can't be removed from the User Roles access.

If adding an Aggregate Index:

Select + Add Aggregate Index to open the Create Aggregate slider window.
In the new window, enter an aggregate name of your choosing.
For Calculation Method, choose from:
- Select Average - Recommended. Select from all rating questions. Average score = (a+b+...+n)/n, with the range from 0 to 100.
- Select eNPS (employee Net Promoter Score) - Select only one calculated 11-scale rating question. eNPS = (number of promoters - number of detractors) / (number of respondents) x 100, with the range from -100 to 100.
Caution

If you change the calculation method, you'll need to reselect at least one question.

Note

Viva People Science doesn't recommend the use of an employee Net Promoter Score^TM due to its calculation method and inability to act as the best predictor of employee engagement.
In the Add Questions dropdown menu, select items to be grouped together. Your questions now appear in Selected Questions.
Select the Include in Driver Impact Report checkbox to see this aggregate in the Driver Impact Report.
Select Save and Add to Program.
Select X to close the slider window.

Tip

Use Viva Glint's 2-item Standard Engagement Index and no other aggregates. Glint has strong benchmarks on this measurement, which provide insightful focus areas in results reporting.

Note

When Glint's 2-item index is used, we recommend using it on every survey to ensure the capture of trends to accumulate benchmark data.

Key Outcome

Select the desired Key Outcome from the dropdown menu. The key outcome is the main result of the survey. It can be the score from a single item or an aggregate index. This score appears as the most prominent score displayed in most reports.

Note

Changes to key outcome are displayed immediately upon saving.

Can the key outcome be changed?

The key outcome is added to all roles by default and can't be removed. If changed, the previous key outcome should remain as previously set. You see this message:

"To change the visibility of reporting results related to the previous key question, go to your question level permission setting, and remove the question manually. This will ensure that the results are no longer visible to all roles. The new key outcome will be added to all roles."

Accept or Cancel this change and then add the new key outcome to all roles. An admin must remove the previous key outcome from enabled roles.

Driver Impact Outcomes

Select the Driver Impact Outcomes from the search field. Select a set of outcome items or aggregates to be used for driver impact analysis. This analysis calculates the impact of each item or aggregate on the selected outcome and shows it on a chart.