Who can use this feature?
Available on:
All Culture Amp subscriptions that include Engagement or Effectiveness (Manager and Team Effectiveness surveys).
Creating a filtered report allows you to tailor the feedback shared based on specific demographics and report settings.
Create a filtered report
Navigate to the Surveys Configuration page
From your surveys configuration page, click the Sharing tab.
Start creating a filtered report
Click Create a filtered report.
Configure report details
Update the Title: Enter a title for your report.
Add a Description (optional): Provide additional context if needed.
Tip: Each report name must be unique within a survey. This includes using the same report name as a deleted report in the same survey. To avoid any issues, prior to deleting a report we recommend updating its title to Deleted [Report Name] or similar.
Select an anchor demographic
Choose the anchor demographic from the drop-down menu to filter your report by specific groups.
Choose report type
Summary: High-level overview of results. Commonly shared with employees.
Standard: Detailed results. Commonly shared with managers.
Advanced: Comprehensive analysis. Commonly shared with Execs and HRBP.
Configure report options
Take Action: Decide if report viewers should have access to the action framework by selecting or unselecting the checkbox.
Comments: Choose if viewers should have access to the Comments report.
AI comment summaries: Decide if viewers should see AI-generated comment summaries.
Enable additional filtering: Allow report viewers to filter results further by selecting the appropriate filters.
Finalize and create the report
Click Create draft to finalize.
The report will appear as unpublished and can be previewed by clicking the eye icon.
Editing a report
To make changes, select More > Edit configuration. Edits can be made at any time, whether the report is published or unpublished.
Click Save changes to finalize the updates.
Related pages:
💬 Need help? Just reply with "Ask a Person" in a support conversation to speak with a Product Support Specialist.