Export Lookup / Lookdown
Last updated
Last updated
Exporting lookup / lookdown slides in snapshot reports allow you to compare groups above and below a certain demographic for a dimension or item (ex. Organizational Engagement).
This report type is great for comparing a specific question or dimension for a leader or manager where they have hierarchical or geographic groups that rollup or rolldown. Here is an example of what the slide looks like:
Please note: the lookup feature is not available to Restricted Report Viewers as they do not have permission to view what is outside their assigned demographic group.
Click on Reports > Snapshot. Choose the survey you wish to run reports for, then click Export. Note: You may apply filters to generate lookdown slides for a specific sub-group (ex. you wish to see Engagement scores for departments within a division).
Use the dropdown lists to select both a Demographic and Survey Dimension or Item. Note: Click the dimension text to add the overall dimension scores or select an individual item. When adding an item, click the arrow next to the dimension text to show the items within that dimension.
Click the + button again to add multiple lookdown slides. These slides will be exported in the order that you create them on the webpage.
Delete individual selections by clicking the garbage can, or click Clear All in the top right of the window to clear all selections.
Note: The export window will save your selections so that you can apply new filters and quickly run reports with the same lookdowns. These slides are placed above the Overall Dimension Scores slide(s) in the order they are created.
Go to Filters and select the demographic group you wish to isolate.
Once the filter is applied, click Export. You will now see the option to add a lookup demographic filter.
If you have more than one lookup group, apply them in the hierarchical order that they were created in the participant file.
