Custom reports surface raw data across five feature areas in 15Five. The only data exclusively available in custom reports — not in feature-specific dashboards — is High Fives. For all other report types, feature-specific reporting provides more analysis depth.
Custom reports are available to Account admins on the Perform, Total Platform, and Focus (legacy) pricing packages.
Feature Structure
Custom reports live under Insights > Reports > Custom Reports. Each report is generated on demand, saved to the Custom Reports dashboard, and exported as a download or print.
You generate one report per data type. Each report type has its own set of columns and filter options.
Report Types and Columns
How did you feel at work since your last Check-in? (Pulse) View how individuals 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 View priorities created on individual 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 View written answers given to a specific Check-in question or set of questions. Columns: First name, Last name, Employee email, Manager first name, Manager last name, Date submitted, Question, Answer, Comments
High Fives View all High Fives given and received across 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 View a detailed snapshot of OKR ownership, status, and progress. 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
What You Can Do
Set Up and Run
Analyze with Feature-Specific Reporting
- Check-ins: Pulse dashboard & reports
- Check-ins: Question dashboard & reports
- Objectives dashboard & reports
Key Rules
- You can only generate reports for people you have permission to manage, including yourself.
- Global viewer permissions are required to run reports covering all users in the organization.
- High Fives is the only report type with no equivalent feature-specific reporting option.
- For Pulse, Priorities, Questions, and OKRs, use feature-specific dashboards for trend analysis and use custom reports only when you need raw column-level data not available elsewhere.
- Editing the filters on an existing saved report does not retroactively update its results. Generate a new report instead.