BetterWorks

Using Admin reports

This is a list of available reports to admins today: BetterWorks lets Admins generate a report that shows usage and adoption metrics in their organization. Different types of reports are available depending on your needs.

Note: this article does not review reports related to Conversations reports or Feedback reports.

Using Admin Reports

To generate a report, follow these steps:

  1. Navigate to Admin dashboard.
  2. Click Reporting and select Reports.
  3. Select a report in the dropdown menu.
    Screen_Shot_2017-07-31_at_2.34.14_PM.png
  4. Select a date range and any other options such as including users on leave or deactivated users.Screen_Shot_2017-07-31_at_2.50.34_PM.png
  5. Click Generate Report and open the report after it is delivered to your email inbox.

All Goals Report

  1. Employee ID
  2. Goal Owner
  3. Preferred Name - Optional field provided by an Admin
  4. Email
  5. Department
  6. Parent Department
  7. Location - Optional field provided by an Admin
  8. Title
  9. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
  10. On Leave - Optional field provided by an Admin
  11. Is Deactivated - Shows the account status in the system
  12. Manager
  13. Manager Email
  14. Matrix Manager - Optional field provided by an Admin that is outside traditional reporting hierarchy
  15. Goal Name
  16. Categories - Category assigned to the goal (if enabled)
  17. Detail - Optional description of the goal input by goal owner
  18. # of Milestones
  19. Aligned - Populated if the goal is aligned with another
  20. Visibility - Shows if a goal is set to private or public
  21. % Complete - Percent progress made on the goal
  22. Start Date - Date the goal becomes active
  23. End Date - Date by which goal should be completed
  24. Latest Assessment Score - Score given in last assessment (if enabled) *
  25. Latest Assessment Comment - Comment given in last assessment (if enabled)
  26. Latest Assessment Date - Date of last assessment (if enabled)
  27. Top-Level Leader - Highest leader of the group noted in the BetterWorks Org Chart
  28. Second-Level Leader - Manager's manager noted in the BetterWorks Org Chart

Hashtag Report

  1. Employee ID
  2. First Name
  3. Preferred Name - Optional field provided by an Admin
  4. Last Name
  5. Email
  6. Department
  7. Parent Department
  8. Location - Optional field provided by an Admin
  9. Title
  10. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
  11. Date Provisioned - Date the account was added to BetterWorks
  12. Last Login
  13. On Leave - Optional field provided by an Admin
  14. Is Deactivated - Related to the status of the account
  15. Has Activated - Shows if someone has logged in to the account at any point in time
  16. Is a User Admin
  17. Is a Super Admin
  18. Is a Goal Master
  19. No. of Logins
  20. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
  21. No. of Direct Reports
  22. Manager
  23. Manager Email
  24. Top-Level Leader - Highest leader of the group noted in the BetterWorks Org Chart
  25. Second-Level Leader - Manager's manager noted in the BetterWorks Org Chart
  26. <Hashtag> given - Hashtag is dynamically populated based on what an Admin loaded into BetterWorks
  27. <Hashtag> received - Hashtag is dynamically populated based on what an Admin loaded into BetterWorks

User Activity Report

  1. Employee ID
  2. First Name
  3. Preferred Name - Optional field provided by an Admin
  4. Last Name
  5. Email
  6. Department
  7. Parent Department
  8. Location - Optional field provided by an Admin
  9. Title
  10. Goal Mode - Goals Lite or Goals Pro depending on Admin assignment of access
  11. Date Provisioned - Date the account was added to BetterWorks
  12. Last Login
  13. On Leave - Optional field provided by an Admin
  14. Is Deactivated - Related to the status of the account
  15. Has Activated - Shows if someone has logged in to the account at any point in time
  16. Is a Super Admin
  17. Is a Goal Master
  18. No. of Logins
  19. % of Days Active - (Days logged in)/(Amount of days between provisioned date and today)
  20. No. of Direct Reports 
  21. Manager Email
  22. Matrix Manager
  23. Top-Level Leader - Highest leader of the group noted in the BetterWorks Org Chart
  24. Second-Level Leader - Manager's manager noted in the BetterWorks Org Chart
  25. Custom Fields (up to 5) - Optional field provided by an Admin
  26. Objectives Created
  27. Objectives Owned
  28. Public Objectives Owned
  29. Private Objectives Owned
  30. Aligned Objectives Owned
  31. Key Results Owned
  32. Created and Owned Objectives by Self
  33. Objectives Assigned To
  34. Objectives Participating In - Objectives the user owns plus objective they don't own but are contributing to via key result
  35. Cheers Received Nudges Received
  36. Comments on Own Objective
  37. Check Ins
  38. Cheers (on other users objectives)
  39. Nudges (on other users objectives)
  40. Comments (on other users objectives)
  41. View (on other users objectives)

 

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