Filtering reports

By default, the reports in Populum are created based on how the organizational tree looks like at the time of each survey cycle (read more here). In addition, some reports in Populum can be filtered using other employee attributes (e.g. job title, age or geographic location) – provided that your organization has enabled this feature.

How does filter work

Filters make it possible to view results based on the responses from a subset (segment) of the employees in a specific organizational unit, even if that subset is scattered throughout the organization.

For instance, filtering a report using a geographical employee attribute such as country of residence, allows viewing the results for all employees in a specific country – even if not all employees in that specific country segment belongs to the same part of the organization (e.g. if  the organization is divided by cross-geographic business areas).

Depending on which report scope you choose to filter, you can either view the filtered results for the full organization, or for a smaller organizational unit.

A “segment category” is the kind of employee attribute for which each employee can have 1 of the predefined / allowed values (a segment category needs to have at least 2 allowed values). Examples of segment categories are “Country”, “Gender”, and “Role”.

A “segment” is a specific subset of a segment category, including all employees with that employee attribute (value). Since an employee can only have 1 value in each segment category,  one can only belong to 1 segment in each segment category. Examples of segments are “Sweden”, “Women”, and “Nurses”.

Example

In John Doe’s organization (“Division Alpha”), there are 21 employees in total, organized in cross-geographic teams consisting of Swedish, Norwegian and Finnish employees, as illustrated by Figure 1 below. As shown, John has 7 direct reports, of which 3 are managers themselves and have teams of their own. In Division Alpha’s regular (unfiltered) report, the responses from all 21 employees are included.

Illustration of example

Figure 1.

By selecting the segment category “Country” and the specific segment “Sweden”, Division Alpha’s report is filtered and is now only including the responses from Swedish employees (as illustrated by Figure 2 below).

Illustration of example

Figure 2.

Please note that the above is an illustrative example, and that filtering reports is rather complex from a anonymity viewpoint. Therefore, filtering a report for such a small organizational unit may result in hidden or grouped segments to protect the respondents’ anonymity.

What filters are available for my organization?

What filters are available vary between organizations and depends on what segment categories and specific segments your organization has chosen to include in Populum. The available filters will be shown on the reports that can be filtered (see below).

What reports can be filtered?

Filtering based on employee attributes is currently available on reports for named and defined organizational units (e.g. a region or a business area). Read more about what constitute an organizational unit in Populum under “Report scopes“.

How to filter a report?

To filter a report:

  1. Navigate to the Analytics Hub or to a specific report for the named organizational unit you would like to filter.
  2. Click on the “Filter” button in the top right corner.
  3. Choose the segment category you would like to use (e.g. “Country”).
  4. Select the specific segment (e.g. “Sweden”) for which you would like to view the results.
  5. The report is now filtered, and only includes answers from employees within the chosen segment. If you selected the filter in the Analytics Hub, the chosen filter will remain if you navigate to any of the specific reports.

To change filter, simply repeat steps 2 – 4. To remove the filter, just click the “Clear filter” button.

Frequently asked questions

How do I download a filtered report in PowerPoint?

To download a filtered report in PowerPoint, simply navigate to the Analytics Hub for the chosen organizational unit and apply the desired filter as described above. Then just select the “PowerPoint” report.

Can I view the results for all different segments at the same time?

Yes, it is possible to view the results for all different segments within a specific segment category at the same time. To do so, navigate to the Analytics hub for the chosen organizational unit, and select any of the segments in the segment category you would like to view. Then select the “Result matrix” report. In the filtered mode, the Result matrix lists the results for all individual segments in the chosen segment category.

Updated on February 20, 2020

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