Filtering your data 

You are able to filter the entire reporting dashboard to view the data by a specific team, location or any of your custom groupings that you have set up. Please note that this filter is a page wide filter and so anything you select will apply to all of the graphs and the exports.


Please note that you will need to have Job Function & Office Location enabled to see and use these filters. If you do not have these set up, please get in contact with your Customer Success Manager or raise a support ticket.



1. Simply click on 'Filter' and select the checkboxes against the categories you would like to filter on. If you have a User Sync enabled, you can have up to three custom filters in Data on Demand, allowing you to split your data in the way you need it.


You can also change the view and filter to a specific time period on the Usage & Activity graph. You can do this using the 'Date range' and 'View by' dropdown on the right hand side of the graph. 




Exporting your data 

You are able to export some of the data from your reporting dashboard by user, and by grouping which includes Job Function, Office Location and any custom groupings you have set-up.


1. To export your data, simply click on 'View/ export data' and select the option you would like to export the data by



2. A pop-up will appear, showing the data. Simply click on 'Export to Excel' 


The data that you can export, varies depending on the option you select. Below we have explained the different data points you can access when exporting the data by user or Job Function/Office Location.


Data exported by user:


   

When exporting by user, you will get access to high level information by each of your employees, which you can then filter in Excel. The data you have access to is listed below. 

  • First Name
  • Last Name
  • Username: Employee's email address which is used as their username in OpenBlend
  • Manager username: The employee's direct manager email address which is used as the manager's username in OpenBlend
  • Direct reports  
  • Job Function
  • Office Location
  • External ID: The employee's External ID, if this is provided as part of your User Sync. 
  • Date added to OpenBlend
  • Login details sent or logged in?
  • Is registered?
  • Has future 1:1 booked?
  • Date of next booked 1:1
  • Days since last login
  • Logins in last 12 months
  • Days since last 1:1
  • Date of last 1:1
  • 1:1s in the last 12 months
  • Has open individual or team objectives
  • Has any objectives closed in the last 3 months
  • Has open actions
  • Has any actions closed in the last 3 months

 

Please note, Motivators & Wellbeing is not included for data privacy reasons and to protect the employee/manager relationship when discussing these personal items. 


Data exported by groupings:


When exporting by Job Function or Office Location you will get access to:

  • Job Function / Office Location 
  • Number of users
  • % logged in last month
  • % logged in in last 3 month
  • % with 1:1 in last 3 months
  • Average Wellbeing
  • Average Happiness 
  • Average Confidence
  • Average Ability to manage stress
  • Average Motivator Gap