Custom reporting in 15Five allows you to create and generate reports that contain information for a specific individual, group, or the whole company. When used alongside feature-specific reporting options, custom reports help you gain deeper insights into performance, engagement, and other key metrics. This flexibility allows you to tailor reports to your organization’s unique needs, track progress over time, and make data-driven decisions to support growth and development.
In this article, you will learn...
Access and availability
⛔️ Required access to Custom reports.
👥 This article is relevant to Account admins.
📦 This feature is available in the Perform, Total Platform, and Focus (legacy) pricing packages.
Note
You can only generate reports for people you have access to manage, including yourself. The visibility of a generated report will also vary, depending on role permissions.
What custom reports are available?
| Report | Contents |
| How did you feel at work since your last Check-in? (Pulse) |
Purpose: See how people answered the Pulse question in their Check-ins. Columns: First name, Last name, Employee email, Manager first name, Manager last name, Date submitted, Pulse question, Answer (out of 5), Answer details, Comments |
| Priorities |
Purpose: See priorities created on individual's Check-ins. Columns: First name, Last name, Employee email, Manager first name, Manager last name, Date submitted, Priority name, Priority status, Linked objective, Comments |
| Questions |
Purpose: View written answers given to a specific Check-in question(s). Columns: First name, Last name, Employee email, Manager first name, Manager last name, Date submitted, Question Answer, Comments |
| High Fives |
Purpose: See all high fives given and received by individuals in your organization. Columns: First name, Last name, Employee email, Manager first name, Manager last name, Date submitted, High five Creator, Comments |
|
Objectives and Key Results |
Purpose: Provide a comprehensive overview and detailed tracking of objectives and key results (OKRs). Columns: Objective owner first name, Objective owner last name, Objective owner email, First name, Last name, Objective, Key results, Total percentage, Objective type, Objective status, Type and group, Objective state, Objective start date, Objective due date, Parent objective, Comments |
Pull a Custom Report
- Click Outcomes Dashboard or Dashboard in 15Five's main, left-hand navigation. The option you see in your navigation will differ based on your 15Five pricing plan.
- Open the "Platform Reports" tab using the top navigation.
- Click Explore in the Custom Reports block.
- Select which data option you want to include in your report.
Tip
We only recommend using custom reports to gain access to data that doesn't exist in more built-out feature reporting. The only data that you can run a custom report on that isn't included elsewhere in 15Five is High Fives. Refer to the FAQs at the bottom of this article for information about reporting for Pulse, Priorities, Questions, and Objectives
- Use the data-specific dropdowns below for steps on how to run your custom report.
How did you feel at work since your last Check-in? (Pulse)Select desired options for the following filters:
- Who is included in the report? Everyone or Specific Groups and Individuals.
- Time frame: Last week, Last month, Last 3/6 months, Last year, or Custom.
- Would you like to include comments? Yes or No.
PrioritiesSelect desired options for the following filters:
- Who is included in the report? Everyone or Specific Groups and Individuals.
- Time frame: Last week, Last month, Last 3/6 months, Last year, or Custom.
- Would you like to include comments? Yes or No.
QuestionsSelect desired options for the following filters:
- Who is included in the report? Everyone or Specific Groups and Individuals.
- Time frame: Last week, Last month, Last 3/6 months, Last year, or Custom.
- What question would you like to include? Use the search bar and/or filters to select from any Check-in question.
- Would you like to include comments? Yes or No.
High FivesSelect desired options for the following filters:
- Who is included in the report? Everyone or Specific Groups and Individuals.
- What type of High Fives are included in the report? High Fives Given, High Fives Received, or Both.
- Time frame: Last week, Last month, Last 3/6 months, Last year, or Custom.
- Would you like to include comments? Yes or No.
Objectives and Key ResultsSelect desired options for the following filters:
- Who is included in the report? Everyone, Specific objective owners, Specific group types, or Everyone who reports to a specific manager.
- Specific criteria: Click the box to the left of an objective criteria and select desired options to include specific objectives in your report.
- Would you like to include comments? Yes or No.
- When you're done, click Generate report.
- The Custom Report Results will open up in your browser.
Tip
If at any time you navigate away from a Custom Report and need to reopen it, you can access it from the Custom Reports dashboard.
- Use the icons in the top corner of the Results box to edit, delete, or favorite the report.
- Click the Print or Download button in the top, right-hand corner of the report to either print or download results.
Tip
If you don't see a reporting option either in feature-specific reporting or custom reporting that meets your needs, check out our API integration for additional options.
Frequently Asked Questions (FAQs)
If your custom report is not pulling results, try the following steps:
- If you updated an existing custom report to pull new information, try creating and generating a new custom report. The system doesn't retroactively update and pull new information when you change the report criteria.
- Check the date range to make sure it is inclusive of those reporting weeks.
- Make sure the question that you are reporting on is active.
- Remember, you will only be able to see the information that you have permission to view.
If you're still having trouble, please reach out to our Support Team.
You can only generate reports for people you have access to manage, including yourself. The visibility of a generated report will also vary, depending on role permissions. If you'd like to run a report containing information for all users in your organization, you must be appointed global viewer permissions.
Yes. If you are looking for a report detailing the historical progress of objectives and key results, check our API integration that allows you to set up reports including this data.
While it is possible to run a custom report to gain access to this information, we recommend using our more built-out Pulse reporting options. You can explore the trend of your employee’s Pulse on the Pulse dashboard or view the full Pulse answers in the Pulse: Answers report.
Help Center article 💡: Check-ins: Pulse dashboard & reports
While it is possible to run a custom report to gain access to this information, we recommend using our more built-out Priority reporting options. You can explore trends of priorities from Check-ins on the Priorities dashboard or view the full details in the Priorities: Answers report.
Help Center article 💡: Check-ins: Priorities dashboard & reports
While it is possible to run a custom report to gain access to this information, we recommend using our more built-out Questions reporting options. You can explore trends of answers from Check-ins on the Questions dashboard or analyze the answers in the Questions: Answers report.
Help Center article 💡: Check-ins: Question dashboard & reports
While it is possible to run a custom report to gain access to this information, we recommend using our more built-out Questions reporting options. You can explore Objectives status and ownership trends on the Objectives dashboard or export Objectives and Key Results from the Objectives report.
Help Center article 💡: Objectives dashboard & reports