Customized manager reporting - Generate PDF Summary

Included in our Act package - Click here for more information about our packages or contact your Customer Success Manager.

  1. Click on Results & analysis
  2. Click on Team temperature
  3. Click Generate Report and select PDF summary
  4. Select the period and which content you'd like to summarise (see below) 
  5. Please NOTE! If you show the report to team members, we recommend excluding the Insights as they can be sensitive
  6. Click Download Report 
  7. The report will be available under the My Reports section. Once it's ready, you’ll receive an email and a notification in Winningtemp.

Groups
Choose among the groups or segments to which you have access
Period Select the period the report should cover
Content You can customize your report by selecting or deselecting which sections to include. The following content is available:
  • Key metrics
  • Positive trends
  • Negative trends
  • Category temperatures 
  • Insights
Categories

At least one category must be selected to be included in the report. There is no upper limit on the number of categories that can be chosen, and categories from standard, supplemental, and custom options are available.
If you deselect 'Category Temperatures' in the content section, the option to select categories will be disabled

Comparison

Choose which benchmark their results should be compared against. The options are:

  • Winningtemp
  • Organization
  • Industry

 

screenshot-rocks (14).png

Good to know

  • System Administrators can generate reports for the entire organization and all groups in Winningtemp
  • Managers can create reports for the specific groups they manage in Winningtemp


Read more

Articles in this section

Was this article helpful?
4 out of 19 found this helpful
Share