The Manager Summary Report surfaces managers who need support by combining engagement results, MEI scores, performance data, and recent enablement activity into a single prioritized view.
Before You Begin
- You must have access to the HR Outcomes Dashboard.
- Your organization must be on the Perform or Total Platform pricing package.
- At least one Manager Effectiveness Review Cycle or Engagement Survey must have run to populate meaningful data.
Steps
- Click Insights Dashboard in the left-hand navigation.
- Click the Manager Effectiveness tab at the top of the page.
- Click the ME Indicator tab at the top of the page.
- Locate and click the Manager Summary Report link on the page.
- Use the Urgency filter to narrow the Manager Table by support priority level.
- Select High, Medium, or Low to display managers at that urgency level.
- Use the People filters to narrow results by outcomes, groups, or attributes.
- Review the Manager Table to see each manager's name, MEI score, urgency level, and risk areas.
- Read the AI summary column to understand why each risk area was flagged.
- Click the arrow to the right of a manager's name to open their Manager Details Panel.
- Review Performance data — designation and number of top or low performers on the team.
- Review Engagement data — the lowest-scoring engagement driver from the most recent campaign.
- Review Team data — team size signals that may affect manager effectiveness.
- Review Effectiveness data — the manager's overall effectiveness highlights from the panel.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Manager Table shows no results after filtering | Urgency and People filters may be too restrictive | Clear one filter at a time to identify which is excluding all results |
| Manager Details Panel is empty or incomplete | Manager may lack sufficient assessment data | Confirm a Manager Effectiveness Review Cycle or Engagement Survey has been completed for that manager's team |
| MEI score missing for a manager | No assessment data exists for that manager | Run a Manager Effectiveness assessment that includes this manager; historical platform usage data does not always populate a score |
| Risk areas column is blank | AI analysis may not have enough signals | Check that engagement, performance, and turnover data are connected in your HR Outcomes Dashboard configuration |
Not Covered Here
This article covers how to read and filter the Manager Summary Report — for guidance on taking action after identifying support needs, see your manager development and Action Plans documentation.