The Metrics report shows how individuals and groups interact with Check-in questions. Access it from the bottom of the Questions dashboard by clicking See individual metrics or See group metrics.
Before You Begin
You must have access to Check-in Reporting. Admins see data for the full organization. Managers see data only for individuals whose Check-ins they have permission to view.
Steps
- Open the Questions dashboard. (: Access the Check-ins Questions Dashboard)
- Scroll to the Individual metrics or Group metrics table at the bottom.
- Click See individual metrics or See group metrics.
- Apply the People filter to scope results to specific individuals or segments.
- Apply the Check-in frequency filter to narrow results by cadence.
- Apply the Time frame filter to set the date range.
- Apply the Required type filter to narrow by question requirement status.
- Apply the Question status filter to narrow by active or inactive questions.
- Click View by in the top-right corner to switch between Individual and Group type views.
- Check the box next to one or more names or groups to select them.
- Click Contact in the top-right corner of the metrics table.
- Compose and send a personalized email to the selected individuals.
- Click Download to export report data as a CSV or XLSX file.
Data included when viewing by Individuals
Name, Manager, Questions answered, Answer rate, Avg questions per Check-in, Reviewer (manager) comment rate, Avg Company-wide questions per Check-in, Avg group questions per Check-in, Avg individual questions per Check-in, Check-ins Submitted, Check-ins Reviewed, Due day, Check-in frequency, Avg Pulse, Last seen, Employee email
Data included when viewing by Groups
Group, # of people, Questions answered, Answer rate, Avg questions per Check-in, Reviewer (manager) comment rate, Avg Company-wide questions per Check-in, Avg group questions per Check-in, Avg individual questions per Check-in, Check-ins Submitted, Check-ins Reviewed, Avg team pulse
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Contact button does not appear | Confirm at least one checkbox is selected | Check the box next to a name or group, then look for the button |
| No data appears in the table | Verify filters are not too narrow | Widen the Time frame or clear the People filter and reapply |
| Download produces an empty file | Confirm the filtered view contains at least one row of data | Adjust filters until rows appear, then download again |
| Manager cannot see an individual's data | Confirm the manager has permission to view that person's Check-ins | An admin must update Check-in visibility permissions |
Not Covered Here
This article does not cover the Answers report, which shows text question responses and is accessed separately from the Questions dashboard.