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Understanding the Lifecycle or Open-Ended Survey Dashboard
Understanding the Lifecycle or Open-Ended Survey Dashboard

The Lifecycle or open-ended survey dashboard offers flexible time period analysis, trend charts, and detailed filtering.

Updated over 4 months ago

The Open-ended survey type dashboard differs slightly from the standard dashboard:

  1. Homepage Configuration:

    • The homepage allows you to select a time period for analysis. By default, this is set to the last month, but you can choose from options such as Month to Date, Quarter to Date, Year to Date, Last Month, Last Quarter, or a custom range.

    • You can compare the selected period to a Previous Period, Previous Year, Year to Date, or another Custom Range, helping you clearly identify trends and changes.

  2. Reports and Trend Analysis:

    • To view the full set of results, click on Reports and select Trend.

    • The default view includes two trend charts: the survey's Focal Point over time and its Responses.

    • For more detailed analysis, click the + Trend Chart button to add a New Trend Chart. You can select up to three questions to track their performance over time.

    • Zoom into specific periods by clicking and dragging within the plot area, or use the dropdown on the right of the chart to change the time period.

    • To remove any chart, click on the three dots in the top right corner of the chart and delete it.

    • Filters on this data work the same as in the standard dashboard.

By following these steps, you can effectively set up and manage a Lifecycle survey, providing you with ongoing insights into employee engagement, satisfaction, and other key metrics over the entire employee lifecycle.

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