Report scopes

The reports in Populum are created based on how the organization tree looks like the moment a specific survey cycle closes. Depending on how the organization tree looks like, each manager may have reports for different organizational scopes.

“Report scope” = the part of the organization whose answers are included in the reports.

  • One level – Includes all employees reporting directly to the manager in the organization tree. An employee is considered a “direct report” even if he/she belongs to a group below the manager (as long as there is no other manager – or vacant position – between the manager and the employee). If the manager only has (and always only have had) direct reporting employees (i.e. no subordinate managers), and not two (or more) separate groups, one level is the only available report scope.
  • All levels – Includes all employees below the manager in the organization tree (i.e. not only direct reports). For the CEO, the all level report scope is thus equal to the total report scope for the whole organization. If the manager only has (and always only have had) direct reporting employees, no all level report is available.
  • Groups – If a manager has two or more separate groups below him/her, separate report scopes for the individual groups are also available. If a group has more than 1 organizational level (i.e. if there are managers in the group), the group itself will also have both a report scope for one level (only including the top level of employees in the group) and one for all levels (including all employees within the group – regardless of level).
  • Organizational units – For organizational units defined and named (in Populum) – such as a region or business area – a total report scope including all employees within the unit will also be available. This report scope is equal to the all level report scope of the unit manager, but enables some additional functionality, e.g. filtering of results based on employee attributes (see below).
  • Segment – In addition to the report scopes derived from the structure of the organization tree, it is also possible to see results and analyzes for a certain segment of employees, based on available employee attributes (e.g. gender, role or geography) – provided that your organization has activated this functionality. Such filtering is possible on the report scope for organizational units (see above), and segments can thus be said to constitute a sub-scope of an organizational unit. Read more about this under “Filtering reports“.

Note that a specific report scope is only available if there are enough answers within that scope for reports to be created (given your organization’s anonymity threshold).

Example 1

Imagine the example illustrated in Figure 1 below. John Doe has 3 direct reporting employees, of which 2 are managers themselves (Users 1 & 3). In this case, John will have 2 different scopes available:

  1. His one level scope, including (only) the answers from his direct reporting employees (Users 1 – 3).
  2. His all level scope, including the answers from all employees below him in the organization (Users 1 – 9). If any of Users 4 – 9 would have had subordinates of their own, the responses from these employees would also have been included in John’s all level scope.

For clarity, User 1 and User 3 will also have one level report scopes for their respective teams (scope C and D).

Illustration of Example 1

Figure 1 – Illustration of Example 1

Example 2

Now imagine the example illustrated in Figure 2 below. John Doe now has 6 direct reporting employees, of which 1 is a manager herself (User 2). The employees are also divided into 2 separate groups. Users 1 – 6 constitute Group X and Users 7 – 9 constitute Group Y. In this case John will have 5 different available report scopes:

  1. His one level scope, including the answers from all his direct reporting employees – no matter which group they belong to (Users 1 – 3 & 7 – 9).
  2. His all level scope, including the answers from all employees below him in the organization (Users 1 – 9).
  3. All levels for Group X (Users 1 – 6).
  4. One level for Group X (Users 1 – 3).
  5. One level for Group Y (Users 7 – 9).

For clarity, User 2 will also have a one level report scope for her team (scope F).

Illustration of Example 2

Figure 2 – Illustration of Example 2

Updated on February 5, 2020

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