What are leader-based reports?

Leader-based reports give managers in your organization access to the survey results relevant to their teams. By giving your leaders access to their results, you can help them to understand where to focus and how to take action within their teams.

Leader-based reports are currently only available on attributed Engagement surveys. To use this feature, you need to create a valid hierarchy for your organization based on manager email addresses.

Note: Leader-based reports do not support external comparisons, only internal comparisons and external benchmarks.

Internal comparison: compare your results to your own company's results.
External comparison: compare your survey to historical surveys that were not run in Culture Amp.
External benchmark: compare your results to one of Culture Amp's benchmarks.

Create a leader-based report

Once you have created a valid hierarchy, you can choose leader-based report sharing when distributing the results of your survey. On the report sharing page, select the Leader-based option.

From the drop-down, select the level of the hierarchy for which you want to create reports. Level 0 is the top of the hierarchy (generally the company CEO), level 1 are the people who report into the CEO, and so on, down the full reporting line. You can ‘preview levels’ to see the names and email-address of employees at each level who will receive the reports.

You can choose between including only the managers' direct reports (the people who they manage) or the full reporting line (their direct and indirect reports, all the way down the manager hierarchy). All selected leaders will be assigned report viewer status automatically. Before you publish the reports (and send out invitations), you can remove individuals if required.

Leader Selector

For reports with responses from the full reporting line, you can also optionally enable access to reports of managers below them in the hierarchy.

Leaders will be able to select those via a drop-down filter in their report.

Publish and share a leader-based report

After setting up the reports, you’re ready to publish. You can choose to notify the report viewers via Email and Slack.

Note that some reports may display as 'Not yet reportable' if there aren’t enough survey responses under that leader or as 'Unreportable' if the total invited participants in a leader’s reporting line are fewer than the reporting group minimum.

Example: If a leader has only three direct reports but the reporting group minimum is five, the report will remain unreportable due to insufficient participant numbers.

Note: ‘Unreportable’ and ‘Not yet reportable’ reports still appear in the leader list. However, confidentiality settings will prevent any data from displaying. Currently, leaders cannot be added to or removed from 'Unreportable' reports.

Confidentiality in hierarchy reports

Related pages:

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