Overview

When setting up your survey, questions are grouped into sections like The Work or The Place to match participants’ perspectives. After you collect data, you can regroup questions in reports to reflect behavioral topics or cultural attributes known as Factors such as Alignment & Involvement or Enablement. This helps make your data analysis more meaningful and actionable.

How Factors Work in Reporting

Using factors in reports enables you to organize and interpret your data based on the topics that matter most to your organization. You can add, edit, and remove factors on the Reporting Factors page. Any changes you make to survey questions will automatically sync on this page, so your reports stay up to date.

Report factors are customized at the survey level, so any edits to factors will appear consistently in both Admin and shared reports. It is not possible to have one factor show in one report and not another. Any changes you make apply to all reports created for that survey.
If a Rating or Select question isn't assigned to a factor, it won't show up in your reports. Also, keep in mind that free text questions don't need to be assigned to a factor to appear in the reporting view.

To Edit Report Factors

On the Surveys page, find the survey and click Edit Survey
Navigate to the Reporting factors page.
To create a new factor, click Add factor.
To rename an existing factor, click the Pencil icon next to the factor name.
Use the Expand/Collapse icon to view or hide questions assigned to each factor.
To add a question, select it from the Add a question to this factor drop-down.
To remove a question, click Remove.
To delete a factor, click the Trash can icon.

Note: Editing factors does not allow users to change the order in which they appear in reports.

Feature Options for Factors

When setting up factors, you can assign them to key factors or set as the Index Factor (main outcome factor).

Index Factor: This designates which factor is used in Impact/Driver Analysis, which identifies the top areas to focus on to impact your survey’s outcome. For example, if your outcome is to measure how engaged your employees are, your index factor should be ‘Engagement’. Because it is the primary focus of the analysis, it is automatically included in the key factors section at the top of the report page and cannot be removed from that view. Only one index factor can be selected per survey.
Include in key factors: This is a reporting option used to highlight additional important themes at the top of the Summary Report. These factors don’t drive the core analysis like the Index Factor does, but they help surface key insights and are mainly used more for visual reporting at the top of reports.

Previewing Factors in Reports

Want to see how your factors will look in the Admin report? Click the Preview reports option to get a quick view.

Viewing and Managing Questions by Type

Each question type in your survey displays in different sections of your reports. Here’s a quick guide:

Rating questions: View assigned rating questions on the Insights report page by selecting each factor.

Select questions: To view assigned select questions, go to the Questions report page and navigate to the Multiple Choice Questions section.

Free Text questions: Free text responses appear in the Comments report page without requiring factor assignment. Learn more.

Multi-Factor Questions

In some cases, a question might be used in more than one factor. This is uncommon but can be useful for internal HR metrics or comparisons with previously used index factors.

FAQs

Question	Answer
Can the order of reporting factors be changed?	No, the order of factors on the Reporting factors page cannot be changed. They appear in the order they were added to the survey, with newly added factors appearing at the bottom.
Why aren't all of my factors appearing in reporting insights?	The Insights tab of your survey results only shows reporting factors with rating questions inside them. If you've set up factors that only have select or free text questions assigned to them, keep in mind that these factors will not appear on the insights tab, which tracks rating scores only.

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Configure Report Factors in Survey Design