Articles on: Compass Report Training

How to Create Heatmap Reports

To become familiar with Heatmap setup and data export to Excel, please follow these steps. Note: Heatmaps are not available to Restricted Report Viewer users. To view a how to video, please scroll to the bottom of the page.

From the Compass dashboard, click Reports then Heatmap.

Select a survey from the survey dropdown then choose a demographic from the demographics dropdown. Compare To allows you to compare against:

Overall (the entire organization)
Filtered Results (from any filter created in the top rights corner)
Previous Period (if applicable)
Compare against another demographic group from the participant information file.

Click the percentage icon to view the percent favourable score instead of the delta value. Click the swap axis icon to show demographic groups along the Y axis.

To view the question scores, open one of the dimensions by clicking the dropdown arrow next to the dimension, or use the expand / collapse all buttons in the left corner of the heatmap to view all questions.

Filtering Heatmaps

Click Filters in the top right corner. Available data will be displayed in the center column where you can choose between Demographic, Survey Item, Dimension Score and Date. Once a field is selected, you will see the available filter options in the right column. Check the boxes for data you would like to filter, then click OK.

You can apply multiple filters by clicking the plus button in the left column.

Compare results to other demographics by clicking the Compare To dropdown.

Exporting Heatmaps

Click Export in the top right corner. This will save the Heatmap to an Excel file.

When viewing the Heatmap in Excel, you can view only Dimension scores or click on the second sheet at the bottom of the file to view Dimension and Item scores.

Any demographic and/or filter details will appear in cell A1 on both Excel sheets.

Related Article: How to View Previous Period in Heatmap Reports

Updated on: 06/06/2024

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