Articles on: Compass Report Training

How to add "Compare to Overall" in Snapshot Reports

When distributing reports or for data analysis, comparing a subset of your data to your organization's overall score is a helpful comparison measurement.

To set this comparison in Snapshot Reports please follow these steps:

Click Reports then Snapshot. Choose your survey from the dropdown list in the top left of the page.

Click the Filters button then the + icon. Select a demographic to compare from the Contact Field list. Please note: this comparison feature currently only works with Demographics (data from your HR file), not Survey Item or Date. Click Apply.

Click Comparisons, check Organization Overall and OK

If you have setup Previous Period and Benchmark data, you will see the Organization Overall comparison data in the middle displayed as a % favourable score that is greater (+) or lower (-) than the comparison group % favourable score for that dimension or item.

Click Export to generate a PowerPoint deck or Excel file.

Updated on: 06/06/2024

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