What can I learn from this page? | Frequently asked questions when it comes to configuring survey reports |
Who is this guide for? | Account Admins, Survey Admins, Survey Creators |
Is there a way to customize which questions appear in reports?
Unfortunately, you can't deselect certain questions and responses when configuring reports to share. However, you can un-assign questions from factors at the overall survey level, which removes the question and its responses from admin reporting and share reports. Find more information here. Another workaround is to export the survey results and manually remove unwanted questions from the exported file. This allows you to create a custom report with only the desired questions.
Do participants' demographic details in the survey reflect their demographics at the time of the survey launch, even if there are changes afterward?
Yes, demographic information for all survey participants is captured at the time of survey launch from your employee data at the account level. This process, known as the snapshot process, ensures that your survey reflects employee data as of that point in time. Your employee data at the account level will always reflect the most recent import or sync with your HRIS however.
Once the survey is live, you can't change participants' demographic details on your own. However, our Product Support Team may be able to help you update survey data post-launch. For more info, refer to our support guide.
How can I combine demographics within a report?
Although it isn't possible to combine demographics within a report directly, it can be achieved by you introducing a brand new combined demographic to your account, and afterward, we can push that across to your survey.
For example, if you want to create a report based on the Department + Location. You'd, therefore, create a new demographic called 'Department + Location' in your user file. Assign all relevant users their values under that demographic and add it to your account via a Partial import.
You can use the following steps to set up and import your demographic using a manual bulk import:
Export your current Employee Data (User) file by navigating to Settings > Users > Export users. If there's a chance some participants have left the organization, remember to select the 'Include former and deactivated users' option to capture them in the export.
Update your Employee Data file by adding a new column for the new demographic (e.g., Combined Department + Location) and assigning the appropriate values to each user in that column.
Once you've made these updates, save your file, and then reload it into your account using a Partial Import via Settings > Users > Import users > Partial import.
Lastly, reach out to our Culture Amp Support Team and request to speak with a specialist. Ask to have the new demographic added to your survey, providing the survey title and the name of the new demographic for reference.
For those with an HRIS integration, you can instead update your HRIS file and sync the new demographic to Culture Amp by clicking Settings > Users > Import users > Sync.
And if you're using SFTP, just update your HRIS file as usual. The Culture Amp platform typically processes updates every 10 minutes or so.
How can I configure reports to distinguish between employees who are managers and those who are not?
To group managers in a survey, you can create a demographic in your user file called something like 'Is a Manager'. For each user who is a Manager, assign them a Yes value. For those who are not Managers, assign them a No value.
Once you've created the new demographic, import it to the Culture Amp platform.
If you're uploading your data manually, head to Settings > Users > Import users > Partial import.
For those with an HRIS integration, simply update your HRIS file and sync the new demographic in Culture Amp by clicking Settings > Users > Import users > Sync.
And if you're using SFTP, just update your HRIS file as usual. The Culture Amp platform typically processes updates every 10 minutes or so.
If your survey has already launched or is closed, after uploading the new demographic to your account, get in touch with our Culture Amp Support team and ask to speak with a specialist during your conversation. Remember to include the survey name and the name of the demographic you need added to the survey when you reach out.
Just a heads-up, though: we can only add the new demographic to the survey after you've uploaded it to your account.
Once they've done that, you'll be able to create and share reports based on this new filtering option.
See also: