When reviewing survey results, managers often want to understand what is happening within their own team before deciding where to take action.
The Immediate Team Insights report focuses on employees who report directly to a manager. This makes it easier to identify strengths, prioritize actions, and compare the team's results with those of the broader organization.
Whether preparing for a team discussion, identifying improvement opportunities, or monitoring progress over time, this report helps managers make decisions based on the reality of their team.
Generating both an Immediate Team report and a broader team report makes it easy to compare results and identify which priorities are specific to a manager's direct team.
Before you begin
You must have access to the survey results to use this feature.
Video tutorial
Generate an Immediate Team report
Here are the steps:
Go to Results
Click Insight Reports
In the Audience field, select the desired manager's name or the All teams option present by default.
Adjust the Survey and Date range as needed
Select the Global Report option
Click the arrow to access the Batch Reports feature
Select the Manager attribute
Toggle to the Immediate Team by sliding to the left
Generate the report
Want to explore more? Learn how to get the most out of reporting by exploring our training videos. Simply click the ? icon at the top of your account to get started.