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Configure report factors in survey design

Learn to set up and edit survey factors in reports and group questions meaningfully for better data analysis.

Jared Ellis avatar
Written by Jared Ellis
Updated over a month ago

Who can use this feature?

Available on:

  • All Culture Amp subscriptions that include Engagement or Effectiveness

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.

Note: 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.

Tip: 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.

Feature options for factors


When setting up factors, you can assign them to key factors or set as the Index Factor.

  • Include in key factors: This promotes a factor to be displayed at the top of Manager Insight and Dashboard reports. It typically represents the survey's fundamental focus, like Engagement.

  • Index Factor: This designates which factor is used in Impact/Driver Analysis, showing which questions 'drive' the index factor. Usually, this is Engagement.

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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.


💬 Need help? Just reply with "Ask a Person" in a Support Conversation to speak with a Product Support Specialist.

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