User Manual. Version Quinntessential Marketing Consulting Pty Ltd PeoplePulse - Empowering Better Business Decisions

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1 User Manual Version 2-17

2 Version 2-17 PeoplePulse User Manual Page 2 of 82 User Manual Contents: Page: 1. PEOPLEPULSE BASICS HOW TO LOG-ON TO PEOPLEPULSE WELCOME SCREEN CONTENT SYSTEM NAVIGATION CHANGE PASSWORD CLIENT SETTINGS EDIT USER PROFILE MY DASHBOARDS HOW TO VIEW SURVEY RESULTS REPORT OPTIONS HOW TO RUN A REPORT Reporting Completed VS Uncompleted Responses Displaying Free Text Responses How to Use the Graph Function How to Export Charts: How to Use the Report Function How to Apply Filters How to use the Visualise Filters feature How To Save A Report For Future Use How to Access Saved Reports QUESTION GROUP REPORT How to Create Question Groups How to Edit Existing Question Groups How to Delete Question Groups How to Run a Question Group Report Chart Options - General How to Interpret Question Group Reports (Bar Chart) How to Interpret Question Group Reports (Radar / Line Chart) Adding columns to table Switch X & Y Axis How to Interpret Question Group Reports (Heat Map) How to Interpret Question Group Reports (2D column chart) How to Interpret Question Group Reports (Red Flag Chart)... 42

3 Version 2-17 PeoplePulse User Manual Page 3 of RESPONSES REPORT DATE COMPARISON REPORT To run a Date Comparison report: How to Use the Date Comparison Report: How to Graph Date Comparison Reports FILTER COMPARISON REPORT How to Run a Filter Comparison Report How to Use the Filter Comparison Report STRENGTHS AND WEAKNESSES REPORT How to run a Strengths and Weaknesses report How to use a Strengths and Weaknesses report How the Filters and Add Columns to the Table function works: USING TAG CLOUDS How to Generate a Tag Cloud How do I use the Tag Cloud editing feature? TOP BOX REPORT Do you have any comments or feedback for us? How effective did you find our user manual? Was there any information you needed that you couldn t find in this manual? We d love to hear your feedback so please your comments to: usermanual@peoplepulse.com.au The information contained herein is correct at the time of printing , Quinntessential Marketing Consulting Pty Ltd Important Note: This manual is the Intellectual Property of Quinntessential Marketing Consulting Pty Ltd and may not be copied, photocopied, reproduced, translated, or ed in whole or in part without prior written approval of the author Paul Quinn, Company Director.

4 Version 2-17 PeoplePulse User Manual Page 4 of PeoplePulse Basics 1.1 How to Log-on To PeoplePulse Before you start: 1) To ensure maximum system protection, the PeoplePulse administration console runs with Mozilla Firefox OR Internet Explorer browser version 6 and up (distributed with windows XP but can be run on Windows 95 onwards). It is free to upgrade if you don't already have it - go to: (To check what version of Internet Explorer you are running, simply open your browser press 'Help', then 'About Internet Explorer'). The People Pulse application also requires cookies enabled to work. To check - 1) In Internet Explorer click Tools > Internet Options, 2) Click the Privacy tab up the top, 3) On the Privacy tab, make sure slider is set to Medium High or lower (see screenshot below). If it is set to High or Block All Cookies the People Pulse application will not work. 2) PeoplePulse has been optimised for viewing on a 1024x768 pixel resolution screen or higher.

5 Version 2-17 PeoplePulse User Manual Page 5 of 82 To log on to PeoplePulse: go to: And click the login button located at the top right of the homepage (as below): Enter your User ID (e.g., jsmith) and Password (issued by Quinntessential) into the logon section of this page. Note: Passwords are case-sensitive and must be at least eight (8) characters long and contain at least one lowercase letter, one uppercase letter, and a number. 1.2 Welcome Screen Content Upon successful login you will be taken to the Home Page (shown below) which contains the following information: A navigation links (known as a breadcrumb) at the top of the screen that shows the location of where you are in the site at any time (eg, ). As you navigate through the site you can use this to see where you are and to jump to various pages by pressing the links. (eg, )

6 Version 2-17 PeoplePulse User Manual Page 6 of 82 To navigate back or forward through the site click on the main navigation bar options on the left hand side of the screen. You will be offered Home and Back buttons ( ) for second tier navigation options. Please use the PeoplePulse navigation options rather than the Back and Forward buttons in your browser this is important as the Home and Back PeoplePulse options automatically save your work as you move from one screen to another. In the main body of the screen you will find the following information: 1) Message Centre: This contains any messages released by PeoplePulse that may be relevant to you including; system disruptions, enhancements, handy tips etc. 2) Survey Status: this table shows the number of live, work in progress and retired surveys and the number of responses. 3) User Profile: this table shows the personal details of the current user who is logged on. You can change your password or edit your personal details at any time by using the options at the bottom of this table. 4) Surveys Close to Ending: this table shows any survey that is close to expiry (eg, within 10% of the specified total number of required responses, or within 48 hours from your selected survey expiry date). 5) Security: this table shows what applications you have access to and what access privileges you have been granted to the system. For more information on your PeoplePulse user privileges please contact your account manager. 6) Dashboard: This allows you to create a Dashboard of current charts from the Overview Report. This is dependent on your security allowance. For more information please see 1.7 My Dashboards section below 1.3 System Navigation The main menu on the left-hand side of the screen contains the following: Survey: this section is used to build, modify, go live and retire surveys. Reporting: this section contains the reports for the survey results, and can also be used for downloading results into Excel or your favourite statistics package. Client Settings: this section is used to tailor responses that are shown to respondents if an error has occurred which enables your own contact details to be included in messages. This section also includes answer lists an area where you can set-up reusable lists of answer options for question responses that you use time and time again (eg, you may regularly ask respondents to nominate a branch from a list of answers instead of having to retype this you only have to set it up once in the answer list section and call it up through the survey development pages (more on this later). You can also find your Invite Templates in this section. For more information on setting up invite templates, please go to Section 4.6 (Creating Invite Templates).

7 Version 2-17 PeoplePulse User Manual Page 7 of 82 Styles: this section is used to set the font type, size and colour, the survey layout, question spacing, progress bar colour etc for your surveys. Survey Designs: this section is used to set the overall look of the survey template using HTML and/or style sheets. Designs: this section is used to set the overall look of the notifications template using HTML. 1.4 Change Password Passwords are case sensitive and must be at least 8 (8) characters long and contain at least one lowercase letter, one uppercase letter, and a number. Enter your old password, followed by your new password entered twice and press OK. To leave this screen without making any changes, press cancel. 1.5 Client Settings These settings are held at the client level and will apply to all surveys created under this client. The following items are required: Live Domain Path: This is the live path to the survey for this client. This setting should not be changed without consultation with your account manager. The follwoing error messages are displayed within the Design and using the Style for the survey. Already Responded Message: This message is displayed to respondants that have been deemed to have already responded based on the test applied as defined in the survey. Retired Message: This message is displayed for an survey that has retired. This does not apply to an survey that is Work In Progress. Other Error Message: This message is displayed where a unforseen error occurs and the client CAN be identified. 1.6 Edit User Profile You may update your user profile using this screen. You user profile is used across the system to identify you when required, for example as the publisher or creator of a survey. First and Last Name: This is the name that will be displayed when you are identified as the originator of an action in the system. When this name is chnaged it will only be reflected in future actions. It will not make any retrospective updates or chnages. These fields are mandatory. Address: Your address is used to send system notifications, and for testing of the notification feature where available. This field is mandatory and should be kept up to date with your most current address. It is advised not to use a free address such as Hotmail, as notification mails may be blocked depending on your individual settings. Phone Number: This number may be used by a system administrator to contact you if required. While the field is optional, it is advised that it be kept up to date.

8 Version 2-17 PeoplePulse User Manual Page 8 of My Dashboards PeoplePulse gives you the ability to set up a custom dashboard on your homepage, allowing you to add charts from the Overview Report to be immediately visible when you log in. The chart data automatically updates every time you visit the homepage, giving you quick access to results for the survey questions of most interest to you. How To Add A Chart To Your Dashboard: First go to the Overview Report, select a survey, and run the report. Then select a question you want to chart click on Create Chart '. Upon creating your chart you will notice a new Add to Dashboard button located at the bottom left of the chart screen. Click this button to add the chart to your dashboard: Upon returning to your home screen you will now find the chart added to your dashboard:

9 Version 2-17 PeoplePulse User Manual Page 9 of 82 You can add as many different charts as you want to your dashboard, drawn from a mix of any of your Live or Retired surveys. How to Edit or Delete a chart from Dashboard Should you wish to delete or edit the chart from the dashboard, hover-over the chart and click the red cross to delete, or the Modify Chart button and follow the prompts. If you have multiple charts in your Dashboard, they can also be reorganised, allowing you to determine in which order they appear on the page. To move a chart, simply click, hold and drag the chart to reposition.

10 Version 2-17 PeoplePulse User Manual Page 10 of How To View Survey Results 8.1 Report Options PeoplePulse offers you access to a number of pre-built reports, or alternatively allows you to download survey data in.csv format and analyse results in Excel or the statistical software package of your choice. Pre-built reports: 1. Overview Report The overview report gives a complete view of survey results, including total respondents and a breakdown of responses by question. Also included is a filter capability allowing the report to be filtered to display only those responses matching selected criteria. 2. Cross Tab Report The cross tab report allows the user to cross tabulate the results for up to three questions in any one survey. You must select at least two questions to appear on the X and Y axis to create a cross tab report. By selecting a 3rd question an individual table for each item in the Z axis is also produced. Across the top of the cross tab report screen are 3 dropdown boxes, representing the 3 axes of the report X, Y and Z. Only questions that are responded to using an answer from an answer list are displayed in the dropdowns. First select a question for the X axis (running down the left side of the report), then select a question for the Y axis (running across the top of the report. See below for an example of what the cross tab will look like. Female Male No Response Totals NSW VIC Totals Notice the 'No Response' column. This shows the number of people that did not answer the question in the X axis. By selecting a Z axis more than one table may appear, depending on the number of responses in the Z axis. See an example below. (Z): 10:00 am Female Male No Response Totals NSW VIC Totals (Z): 12:00 pm Female Male No Response Totals NSW VIC Totals The top left corner now shows the value for the Z axis in each table. In the above example, the two tables display all respondents by State and Sex who responded at 10am (top table) and 12pm (bottom table).

11 Version 2-17 PeoplePulse User Manual Page 11 of 82 There are more reports designed to provide information about the survey itself. The information contained within these reports is useful for improving each survey that is put Live. 3. Respondent Attrition Report The Respondent Attrition Report displays a table and graph using each page of the survey as a save point, and details the number of respondents that reach each page. From this information the survey drop-off or attrition rate may be observed. This can be useful to help highlight any difficult to answer questions. 4. Responses by Hour Report The Responses by hour report displays a table and graph that displays the hour of the day responses were received. 5. Responses by Day Report The Responses by day report displays a table and graph showing what date responses were received. The first day of the report is the day the survey was published, and the report will continue through until the last day the survey is live. If a survey is re-published, it will be reported as though it never retired. 6. Responses Report The Responses report displays a table showing individual answers to selected questions in column format. For example, you can use the responses report to select any three questions from your entire survey, and show or compare the individual responses for those three questions side by side. Refer example below: Also, if you have added a User ID section to your survey, this is the report to view it in, as you can view results per respondent. For further details on adding User ID s to your survey, please refer to section 4.5 (referred to as Unique Identifier) and section To view User ID s in the Responses report, simply select the User ID from the Available fields and add it to the Show fields when you are running the report. You may also export the response report to Excel in a CSV format. Please note: Only versions of Microsoft Excel 2000 and later are supported by this feature. We do not recommend using earlier versions of Excel as response cells may be truncated to 255 characters and data lost.

12 Version 2-17 PeoplePulse User Manual Page 12 of ed Reports The ed Reports displays which reports have been ed, on which day and to whom. 8.2 How to Run a Report 1. Click Reporting from the main menu. 2. Select a report type from the menu - eg "Overview Report." 3. A list of all of your live surveys will appear in publish date order (newest to oldest). Highlight your selection from the drop-down list. 4. Specify a date range i.e. if you want to view all results select the All button. If you want to view results for a specific date range click on the selected button and enter a start and end date by clicking on the icon and then clicking the required month / day. 5. All of the questions for the selected survey will automatically populate the Available Fields column. Use the button to move the questions you require to be included in the report over to the Show Fields column, and then press the "Run Report" button on the bottom right of the screen. TIP: To select a number of questions to be moved, simply left click one of the questions and hold your finger down whilst dragging the mouse down the list. Note: Using the radio buttons you may select to view Retired, Live or a combination of both types of survey. By default Both is selected. 6. There is also an anonymity option where you can restrict showing results that contain a number of respondents that is equal to or less than a number specified by you. Leave this box un-checked if this does not apply to you. If you do select an anonymity level, the Anonymity option will also display in the top-left of the report. 7. Your report will now appear. Note: - Answers to free text fields can be viewed by clicking the icon. - Filtering of results via Criteria can be done by clicking on any of the blue hyperlinked answer options. To turn off your filter, click the red cross next to the description of the filter that you turned on at the top of the screen. Alternatively, if your survey has Filters applied, please refer to section How To Apply a Filter. - The icon at the bottom of each question in the Overview report will run graphs. Please refer to section for further details on how to use this function. - Download of results into a CSV file for further interrogation can be made by clicking the icon. The Excel output file makes the manipulation, analysis and graphing of PeoplePulse results in software such as Excel a breeze. To develop a custom chart in Excel, for example, simply download the results into Excel by pressing the icon, press save. Then open the file in Excel and highlight the question data of interest, click Excel s Chart Wizard icon prompts. and follow the

13 Version 2-17 PeoplePulse User Manual Page 13 of ing of the report can be done by clicking this: (please refer to section for full details on how to use the report function). - The report may be printed by pressing from the title bar. - The title bar of the report will show the survey name, the segment filter and the survey launch date. - The segment filter operates based on the 'seg' parameter in the live survey URL (For more information on this, please view sections 4.5 & 4.8.2). The Segment filter will show all available segments in the dropdown. By selecting a filter the report will only show responses that have a matching Segment value. Only one segment filter may be selected at a time. You may also choose 'All Segments' (default) or 'Non Recorded'. - If you have preloaded any filters to your survey when sending out your invites, one or more dropdown boxes will appear at the top of your survey, allowing you to view reports by selected filters. In the example below, there are 3 filters added to the survey. For further details on adding filters, please see sections & NB: you only see filters at the top of your Overview report if at least one respondent clicks on your survey link to see page one of your survey (they don t have to have started completed page one of your survey for the filters to show in reports).

14 Version 2-17 PeoplePulse User Manual Page 14 of 82 Reporting Tip - What is the Median? Quite simply, the Median is defined as the middle value in a set of numbers arranged in increasing order. The median is measured by arranging all scores received in order, from the smallest to the largest, and then selecting the middle score. When there is an odd number of scores in the distribution, the median is simply the middle number. Whereas, when there is an even number of scores in the set, the median is the mean of the two middle numbers. The median is the middle of a distribution, and is useful as it is less sensitive to extreme values than the average. It is usually used for highly skewed distributions. An Example of the Median: To find The Median, numbers have to be listed in numerical order. Eg. Data set: 19, 10, 32, 45, 78, 7, 51, 97 Step1: Arrange the numbers in the ascending order 7, 10, 19, 32, 45, 51, 78, 97 Step2: Total number of data is even, n= 8. Find the mean of 32 and 45 to get the median Median = ( )/2 = 77/2 = 38.5

15 Version 2-17 PeoplePulse User Manual Page 15 of 82 Reporting Tip - Multi Tick Box Questions: PeoplePulse allows you to ask multi tick box questions in your surveys eg. Which cities from the list below would you considering living in? (please tick all that apply). When you report on multi tick box questions you may notice that two columns with percentages appear (instead of the usual one column). The column headed: % Responses will add up to 100% and tells you what percentage of respondents selected this option. Eg. In the example below, 2 responses were received for Sydney out of 6 responses that selected at least one city. Note that there were 4 question respondents (eg individual people that answered this question), but some of those people ticked more than one option, hence 6 responses were received in total. Answer (click answer to filter results) Responses % Responses % Responses/ Respondents Chart R/R Which cities from the list below would you considering living in? (please tick all that apply): Sydney % 50.00% Melbourne % 75.00% Canberra % 25.00% Blue Mountains % 0.00% Question Type: Multi Checkbox 6 Responses Question Respondents: 4 The second column shows Responses divided by the number of Respondents. Eg. In the example above, 2 people out of 4 people that answered the question selected Sydney. In other words 50% of all respondents selected Sydney. Or 3 people out of 4 selected Melbourne, hence 75% of all respondents selected Melbourne. Filtering Multi Tick Box Questions: If you elect to click on the blue link and filer your results for a multi tick box question (eg. Show me all people that answered Sydney ), you may find that some responses still show for the other cities. See example below, where although a Sydney filter has been applied, one result still displays for Melbourne and one for Canberra: Criteria: (Where would you like to live? = Sydney ) Answer (click answer to filter results) Responses % Responses % Responses/ Respondents Chart R/R Which cities from the list below would you considering living in? (please tick all that apply Sydney % % Melbourne % 50.00% Canberra % 50.00% Blue Mountains % 0.00% This is because the question was a multi tick box so in this case the people that selected Sydney also chose other city options. So after applying a Sydney filter while the rest of your report will only show you results that relate to the respondents that selected Sydney, the report for that question may still show options that the respondent chose as well as Sydney.

16 Version 2-17 PeoplePulse User Manual Page 16 of Reporting Completed VS Uncompleted Responses Complete Responses: If you select Run report with completed surveys only (which is on by default), this instructs PeoplePulse to only show respondents that completed all pages of your survey. By default, each page break is NOT set as a "Save Point" (although you can easily turn this ON when adding page breaks). So, if you have a 5 page survey, with page break save points turned ON, and the respondent clicks through all 5 pages, they are counted as a "Completed Response". Note that this does not necessarily mean that they completed each question on each page, it just means that they made it to the end of the survey. If you want to ensure that respondents complete each question then you need to set each question as mandatory. Uncompleted Responses: If a respondent only completes 3 pages of a 5 page survey that has page break save points turned ON, and then closes the survey, PeoplePulse still enables these 'incomplete' responses to be reported. (This is done by turning OFF the 'Completed Only' filter in the reporting module. However, by default the 'Completed Only' filter is turned ON). It is important to note that in surveys that have page break save points turned ON, a respondent is only recorded as an "incomplete response if they quit after page two of survey questions. In other words, if they view the first page of your survey, don't complete any questions, and then leave the survey, they will not be counted as an "incomplete response" as they have not really started to complete your survey. But if they quit at page 3 of a 5 page survey they are counted as an "incomplete response". Finally, if you keep all save points on your page breaks OFF, then respondents that give up after page 3 of a 5 page survey would not be counted at all as their responses would not collected. In other words, when all save points are turned OFF, respondents must complete all pages of the survey to register as a "completed response" Displaying Free Text Responses To view results of free text questions, press the following information: icon. A table will appear that contains the Lines/page: This setting determines how many records are shown on each page. Search: Records displayed can be filtered based on search criteria. Select the field, enter the filter and submit. '%' may be used as a wild card where required. The search is not case sensitive. Download Free text Results: This function produces a CSV file of the text box results only (as opposed to the results of the entire survey). If you wish to produce a CSV file for the entire file click on the button from the main report results page. This function exits the screen.

17 Version 2-17 PeoplePulse User Manual Page 17 of How to Use the Graph Function Custom charts and graphs can be created in Overview Reports. To create a graph: 1. Click on, which appears at the bottom of each set of survey results. A new window will appear. 2. Select a graph type from the dropdown list. 3. Fill in all free-text fields as desired, including the Title (the name of the question will appear as a default). 4. Answer labels can be edited: (a) click on the label, (b) change he text in the Edit Label field, (c) then press Edit. 5. Finally, click on at the bottom of the page. A new window will appear with your specified graph. 6. The graph can be altered by clicking on How to Export Charts: Charts have been dynamically rendered using Macromedia Flash software. To export this chart as a static JPEG image into another application (such as MS Word, Excel or a website) you simply right mouse click on the chart, select the Save As Image option and follow the prompts. Note: If you wish to capture more than the chart itself, you may consider using a Screen Capture Software Utility (such as SnagIt) There are a number of excellent Screen Capture Software applications available for download on the Internet we use and recommend SnagIt available from: A single-user license for SnagIt costs $39.95 per copy (as at December 2005). SnagIt will allow you to easily capture any image, crop it to your desired size, and paste it as a common image type (such as.gif or.jpg) into an application such as MS Word.

18 Version 2-17 PeoplePulse User Manual Page 18 of How to Use the Report Function The report function sends an to a specified address, inviting that person to click a link and access a password-protected copy of the report online. To use the report function: 1. At the top of each report on the right hand side you will find the Report icon:. Press this button. 2. A web page dialog box will appear that looks like the one on the right. 3. Enter the name and address of the person that you wish to the report to. 4. Select a password the recipient of the report will be required to use this password to access the report online. 5. You can elect to send the password with your , or hide the password altogether as an added security measure. 6. You can elect to hide the report segments from the recipient of the ed report. This is useful where you have one survey s results broken into 5 different segments and you only wish for the recipient to see one segment, not all 5. For example, you may have a Post-placement client survey that has 5 segments that equate to 5 different client names, and you don t want the client who will receive the ed report to be able to view the feedback provided by the other clients. In this case you can select the appropriate client from the segment drop down box on the main report page, then select the report icon, and then select the Hide Segments option. This will ensure that the client can only view their results. 7. Similar to Hide Segments above, you can also elect to lock any criteria that you have applied to the report so that the recipient of the ed report can t change the criteria that you have set. Eg. if you have filtered your results by NSW, you can ensure that this filter can t be changed when you the report. 8. When sending out an ed report for a survey with filters, you now have the ability to do one of the following: Lock ALL filters Lock SELECTED filters Lock NO filters Below is a sample of what the new feature looks like.

19 Version 2-17 PeoplePulse User Manual Page 19 of You can set a report expiry date useful if you only want the recipient to see your results at that point in time. 9. Finally, enter a personalised invite or note for your recipient in the comment field. 10. Press the OK button. An will then be immediately sent to your elected address with a unique link to your selected report How to Apply Filters If Filters have been applied to your survey (e.g. filters that have been used to pre-load respondent data when your survey was sent out) they can be applied to further breakdown report data. You may select as many of the filters as you wish and run the report accordingly. In the Overview Report At the top of the report, you will see a section called Filter which displays a list of the filters applied to your survey, as well as a dropdown menu for each filter:

20 Version 2-17 PeoplePulse User Manual Page 20 of 82 To filter your report data, click on the dropdown menu next to the filter name to display the options within that filter, e.g. for the filter State : Simply check the filter options you wish to report on: Example above: Respondents in either New South Wales, Queensland or Victoria have been selected and click on Apply at the top right of the drop down box to confirm your choice. Alternatively, once you have made your selections within the drop down box you can click away to another part of the screen and your selection will be applied. Of course, if you only want to see results for only one filter option at a time, simply select only the desired option and click apply:

21 Version 2-17 PeoplePulse User Manual Page 21 of 82 Example above: Only respondents in New South Wales have been selected In other Reports: Using Question Group Report as an example: To apply filters to your report, scroll down to the bottom of the Question Group screen and select the fields from the drop down box. Once you have selected from the drop down box, the page will refresh and the filter you have applied will be displayed immediately beneath the Criteria field at the top left-hand side of your screen. The field will also be selected in the drop down box beside the filter you have applied. Should you wish to add additional filters, you will need to do so one at a time, with your page refreshing after each additional selection. To remove a filter from your report, scroll down to the bottom of your screen, click on the drop down box and select --ALL--. When no filters are applied, this will be displayed as Filters Applied: None immediately beneath the Criteria field on your screen. Please see below an example of applying filters to your report in the example below three question groups have been selected, no filters applied yet and only the responses of those who completed the survey are displayed.

22 Version 2-17 PeoplePulse User Manual Page 22 of 82 You are able to apply the above filters to the data and produce a report. If you wished to produce a report on how a certain state scored in the above three question groups, simply select from the State drop-down box (eg. NSW). Your screen will refresh to reflect those respondents within the NSW only. The scoring and bar graphs have been updated accordingly. The Criteria Respondents has also been updated and we can identify that there were a total of 9 responses from the selected state. Survey data can be broken down further with the application of filters, for example, viewing results from those whose consultant was Julia Roberts in NSW within the selected question groups.

23 Version 2-17 PeoplePulse User Manual Page 23 of How to use the Visualise Filters feature 1. Generate an Overview Report 2. You will see a new button called Visualise Filters under your filter dropdowns: 3. Click the button to reveal check-boxes next to each filter as well as Select All Deselect All and Re-Run Report buttons: 4. Select the filter(s) you would like to visualise in the report, e.g.: 5. Click on the Re-Run Report button: you will now see the data from the selected filters added to the top of the report, under the heading Visualised Filters :

24 Version 2-17 PeoplePulse User Manual Page 24 of How To Save A Report For Future Use Click on the icon located at the top right-hand corner of the report screen. The following screen will pop up in a new browser window: Select a name for the report and enter into the Report Label field. The Public field allows you to select from two options. By selecting No, the saved report can only be viewed by you. Selecting Yes will allow for the report to be viewed by all people that have access to your organisation s PeoplePulse account. Select OK to save the report or Cancel to return to the Report screen and close the window How to Access Saved Reports 1. Log onto PeoplePulse 2. Click on the word Reporting and then Saved Reports from the menu on the left-hand side of the screen. 3. All saved reports will now be listed. Report Label: Displays the name the saved report has been given. Survey Name: Displays the name of the survey from which the report has been saved. Type: Displays the type of report saved, e.g. Overview, Cross Tab, Question Group. Created By: The person who has saved the report. Public: If the report is public, it can be viewed by all people with access to that account. If the report is not public, only the person who has saved the report can view it.

25 Version 2-17 PeoplePulse User Manual Page 25 of 82 To access the report, click on the icon. To delete the report, click on the icon and to confirm on the command prompt or. Clicking on either the Report Label or Survey Name headings will sort all listed saved reports in ascending order. How to edit a Report Label When accessing saved reports in the Saved Reports section, you also have the ability to edit the report labels. To edit the label, click on the edit icon (): You will be presented with the Edit Report Label dialogue. Once you have made the changes required, click on Done to update the label:

26 Version 2-17 PeoplePulse User Manual Page 26 of Question Group Report The Question Group Report allows you to combine themes of questions together into one group, and compare the scores for that group of questions against another group of questions. For example, a 25 question survey may be broken into 5 logical areas, with each area containing 5 questions - 5 questions falling under the Management Style theme, and 5 questions falling under the Reward and Recognition theme, etc. The Question Group report will then allow you to compare the overall scores for each theme against each other. An unlimited number of groups can be created by the user and effective comparisons may be drawn between groups. The comparison of different question groups can be broken down even further with the application of per-loaded filters to the data (eg. location, tenure, gender, division, etc) How to Create Question Groups 1. Click on Question Group located on the left-hand side menu under Reporting. 2. Select the survey for which you would like to create the question groups from the SURVEY drop down menu. 3. Click located next to the drop down menu. 4. Click 5. Enter the name of your new question group under Question Group Label. e.g. Reward & Recognition 6. Click on the questions located under Available Fields table that you would like to include in the group. More than one question is selected by holding down the Ctrl key. 7. Click to move your selected questions into the Show Fields table. 8. Click to remove any selected questions from your selection. 9. Click to save your changes. 10. Click to exit the Add New Question Group screen without saving any changes made. 11. Click located on the bottom right-hand side of the Question Group screen to return to the Question Group homepage How to Edit Existing Question Groups 1. Click on Question Group located on the left-hand side menu under Reporting. 2. Select the survey for which you would like to edit the question groups from the Survey drop down menu. 3. Click located next to the drop down menu. 4. Select the question group which requires editing by either clicking on the question group name or the icon.

27 Version 2-17 PeoplePulse User Manual Page 27 of a) Edit the name of the question group in the Question Group Label field b) Click to move your selected questions into the Show Fields table. c) Click to remove any selected questions from your selection. 6. Click to save your changes. 7. Click to exit the Add New Question Group screen without saving any changes made. 8. Click located on the bottom right-hand side of the Question Group screen to return to the main Question Group page How to Delete Question Groups 1. Click on Question Group located on the left-hand side menu under Reporting. 2. Select the survey for which you would like to create the question groups from the Survey drop down menu. 3. Click located next to the drop down menu 4. Located the question group which you wish to delete and click on the icon. 5. Click to delete the question group. Click located on the bottom right-hand side of the Question Group screen to return to the Question Group homepage How to Run a Question Group Report 1. Click on Question Group located on the left-hand side menu under Reporting. 2. Select the survey for which you wish to run the question group report on from the Survey drop down menu. 3. The date range field allows you to select the time frame on which the report will be run. a) Clicking All will display results from all responses to questions within the selected question groups. b) Clicking Selection will display all respondents that started your survey during the period you select. i. Click on the calendar icon to the right-hand side of the Date Range Start field. ii. A new window will pop up. Firstly select the time you wish to include response data for, followed by the date. iii. Repeat this step by clicking on the calendar icon next to the Date Range End field and select the time then date you wish to have the responses display for. 4. All existing question groups for the Survey you have selected will appear in the Available Fields table. Click on the question groups for which you wish to run the report on. More than one may be selected by holding down the Ctrl key.

28 Version 2-17 PeoplePulse User Manual Page 28 of Click to move your selected questions into the Show Fields table. 6. Click to remove any selected questions from your selection. 7. Below the question fields tables is the Run report with completed surveys only a) Check this box to include responses to questions within the selected groups, from respondents who completed the entire survey. b) Leave this box un-checked to include all responses to questions within the selected groups, even if the respondent did not complete the entire survey. 8. Click on the bottom right-hand side of the screen to proceed Chart Options - General Once you have run the report, you will be presented with a chart and a table of data: By default, the Question Group Report will display a radar chart, with the results on the chart and in the data table being shown as percentages. To change the chart type and/or the way the results are displayed, simply click on the button at the top right of the report:

29 Version 2-17 PeoplePulse User Manual Page 29 of 82 Clicking on will reveal a panel with the options to display results as Average Scores, Percentages or Both (average scores and percentages). You can also select different chart type: Clicking on again will close the options panel. Note re. Switch X & Y Axis The Switch X & Y Axis button is covered in section Switch X & Y Axis. We highly recommend that you also familiarise yourself with section Adding columns to table How to Interpret Question Group Reports (Bar Chart) The survey name will be displayed at the top left hand side of the screen with the icon. A new window will pop up by clicking on this icon, allowing you to incorporate a date range to the report or edit what you previously entered. Refer to for further information on how to select a date range.

30 Version 2-17 PeoplePulse User Manual Page 30 of 82 Any criteria applied to the results will be displayed immediately below this. If you have left the Run report with completed surveys only box unchecked, no criteria will have been applied. To change this, click on the hyperlinked text (Complete Only Click Here). To the right of this, the total number of respondents to questions within the groups you have selected will be displayed. If you have selected to report on only those who completed the survey, two additional results will be included in this field. You will now be able to view the number of respondents who completed the survey against the total number of respondents, inclusive of those who did not complete it. The top right-hand side of the screen will display the date the selected survey was launched. Immediately below this the following icons, enabling you to save, print or the report will be displayed. Refer to 8.2.7, 8.6, respectively for further information on how to use each of these functions. N.B The report page will refresh should any changes be made. The Segments drop-down menu is not widely used by PeoplePulse clients and is best left unchanged on this page. The groups you have selected to run the report on will be displayed, followed by the percentage score for each question group and a bar chart How to Interpret Question Group Reports (Radar / Line Chart) NB: We recommend you read sections and before you read this section. /

31 Version 2-17 PeoplePulse User Manual Page 31 of 82 Here, the performance of each question group and the average overall score is displayed measured as a percentage of the total on a radar / line chart. By clicking on the blue hyperlinked question group text (eg. Agency Interview in the example above), the page will refresh and display a breakdown of the number of respondents and the average score as a percentage, for each individual question contained within the group. For information on how to apply and remove filters within the Question Group reporting tool, please refer to How to Apply Filters (under the section: "Other Filters") Adding columns to table Your data can be compared by adding columns to the main table. For example, if you wanted to compare how different Departments, or Cities, compared to each other, then select them from the selection box located at the bottom right of the report (under the heading Add columns to table and click Re-run report ( ). This will update the data table (and the chart) to show the results for the selected demographics: To remove any of the additional filters from the Add Columns to Table field, click followed by, then wait for your page to refresh. n.b. This feature is not available in the Question Group Report s Bar Chart Switch X & Y Axis Inside of Chart Options you also have the ability to switch the X & Y axis of the data table by clicking on the button. This will also update the chart accordingly. This feature is most powerful once columns have been added to table (for more information please see Adding columns to table). For example, if departments have been added to table : i) A Line Chart will default to having Question Groups along the X-Axis, while displaying the departments added to table as lines. There will also be lines for Average Score

32 Version 2-17 PeoplePulse User Manual Page 32 of 82 Overall and Sub-total Average Score. This chart is great for focussing in on a particular Question Group (e.g. Career) and comparing the performance of the various departments for example: ii) If we then click on the button to switch the X & Y axis, the chart will update to show the departments added to table as well as Average Score Overall and Sub-total Average Score along the X-Axis. The Question Groups will now be displayed as lines. This reversed scenario provides additional insight by allowing you to focus on a particular department (e.g. Accounts) and compare how they performed in the various Question Groups for example:

33 Version 2-17 PeoplePulse User Manual Page 33 of 82 iii) Removing Average Score Overall and Sub-total Average Score from the Chart s X- Axis: Once the X & Y axis has been switched, you can remove Average Score Overall and Sub-total Average Score from the X-axis in the chart by clicking on the remove from chart links in the data table: Once removed, these links will change to show on chart which allows you to add them back into the chart How to Interpret Question Group Reports (Heat Map) NB: We recommend you read sections and before you read this section. What is a Heat Map? A heat map chart provides instant insight by highlighting in colour the performance of various demographics (such as department, age group or location) across your chosen question groups:

34 Version 2-17 PeoplePulse User Manual Page 34 of 82 How to Interpret the Heat Map The Heat Map chart displays your question groups in a table, and colours each cell according to the question group s average score. The three default ranges are: cells with a score of % are coloured Green indicating the highest scoring question groups in your survey cells with a score of 60-80% are coloured Yellow indicating a neutral score cells with a score of 0-60% are coloured Red indicating the lowest scoring question groups in your survey and a potential problem area that may require action Chart Legend The ranges are displayed in the chart legend: By clicking on the coloured squares in the legend, you can to exclude those ranges from the chart. Customising the Heat Map By default, the Heat Map ranges are set to 0-60% (Red), 60-80% (Yellow) and % (Green): To set your own ranges, simply change these default values to the values you require by typing them into the textboxes:

35 Version 2-17 PeoplePulse User Manual Page 35 of 82 and clicking on Re-run report to update the report. You can also customise the colour for each range by clicking on the colour swatches (coloured squares) next to each range: This will pop up a colour selector which you can use to select the colour you require: Once you have selected the desired colour, click OK to confirm it, and then Re-run report to update the chart. Cells with no score (i.e. no scoring respondents) default to white, but this can also be customised by clicking on the white swatch (square): Interactive Scale The interactive scale gives you the power to highlight any range of scores. To switch this feature on, tick the show interactive scale option and click Re-run report. The chart legend will be replaced with an interactive scale (as per the image below):

36 Version 2-17 PeoplePulse User Manual Page 36 of 82 You now can move the scale sliders (circled in green) by clicking and dragging. In the example above, the sliders have been moved to 0 and 60, which instantly removes cells whose score is not between 0% and 60%. To turn this feature off and return to the standard chart legend, simply untick the show interactive scale option and Re-run report. Adding Columns To Table The Heat Map chart provides greatest insight when you add columns to table (assuming that your survey has filters): In the example above, all departments in the Department filter have been selected. As always, click on Re-run Report to confirm your selection. You may also choose to click on (located in the Chart Options panel) to swap the X and Y axis of the chart. Doing this you gives you the additional ability of removing the Average Score Overall and Sub-total Average Score from the chart by clicking on the remove from chart links in the data table: Once removed, these links will change to show on chart which allows you to add them back into the chart.

37 Version 2-17 PeoplePulse User Manual Page 37 of How to Interpret Question Group Reports (2D column chart) How to access the new Column Chart 1. Run a Question Group Report (see section 8.3 of the PeoplePulse manual for instructions) 2. Click on Chart Options (located at the top-right of the report) 3. Select the Column Chart option from the Chart Type menu Clear Comparisons Used in conjunction with filters (e.g. a Department or State filter), the Column Chart also allows clear comparisons between the Average Score Overall (blue columns) and the score for the filter(s) applied (shown as green columns). e.g. Selecting Accounts from the Department filter: will add green columns to the chart showing average scores for the respondents whose department is Accounts :

38 Version 2-17 PeoplePulse User Manual Page 38 of 82 Example above: Green columns show the Average Scores for Filters Applied (in this case, the Accounts department). In the example above, you can clearly see that the Accounts respondents (green columns) have similar average scores as the Average Score Overall (blue columns) for all question groups, except for the My Manager group, which received a relatively low average score of 36% from the Accounts respondents (as demonstrated below). Clear Insight You can also use the powerful Add Columns to Table feature to compare multiple departments, states, or any other demographic filter available.

39 Version 2-17 PeoplePulse User Manual Page 39 of 82 e.g. Select ACT, QLD, VIC and WA from the State filter: (via the State selection box in the Add Column to Table section) Click on the Re-run report ( ) button to add columns for each state to the chart: Example above: Columns show the average scores (per question group) for ACT, QLD, VIC and WA. In the example above, you can see the results are quite similar for the selected states across all question groups, except for the My Manager group which received a relatively low average score from respondents in VIC and WA. Presentation Tip: In the chart above, the columns for Sub-total Average Scores (i.e. average for the 4 states added) and Average Scores Overall have been hidden from the chart by clicking on their entries in the chart legend.

40 Version 2-17 PeoplePulse User Manual Page 40 of 82 This makes the chart less busy, so the focus is just on the 4 states. If required, the hidden columns can always be displayed again by clicking on their entries in the chart legend:

41 Version 2-17 PeoplePulse User Manual Page 41 of 82 Changing the Chart Label Options By default, the column values are displayed as vertical (90 angle) labels on the chart itself: By clicking on the Chart Options button (located at the top-right of the report) you will be able to choose whether the column labels will be displayed vertically (i.e. at a 90 angle) and whether they should be displayed at all: Simply uncheck the 90 angle checkbox to display the labels horizontally: If you don t want to have column labels on the chart, simply uncheck the Show column labels ( ) checkbox to remove them completely. Advanced Tip: Additional insight via the Switch X & Y Axis feature Inside of Chart Options you also have the ability to switch the X & Y axis of the data table (located below the chart) by clicking on the chart accordingly. In the example above, where 4 states have been added to table : button. This will also update the 1. By default, the Column Chart will default to having Question Groups along the X-Axis, while displaying the states added to table as columns. There will also be columns for Average Score Overall and Sub-total Average Score. If we click on the button to switch the X & Y axis of the data table, the chart will update to show the states added to table as well as Average Score Overall and Sub-total Average Score along the X-Axis. The Question Groups, on the other hand, will now be displayed as columns. This reversed scenario provides additional insight by allowing you to focus on a particular state (e.g. QLD) and compare the performance of the various Question Groups e.g.:

42 Version 2-17 PeoplePulse User Manual Page 42 of Removing Average Score Overall and Sub-total Average Score from the Chart s X- Axis: Once the X & Y axis has been switched, you can remove Average Score Overall and Sub-total Average Score from the chart s X-axis by clicking on the remove from chart links in the data table: Once removed, these links will change to show on chart which allows you to add them back into the chart How to Interpret Question Group Reports (Red Flag Chart) NB: We recommend you read sections and before you read this section. The Red Flag chart shows the number of respondents scoring within a particular range. It is called a Red Flag chart as it is normally used to show the number of respondents that fall below a certain range. Getting Started When you first select the Red Flag chart type, you will see the Red Flag options:

43 Version 2-17 PeoplePulse User Manual Page 43 of 82 as well as the chart itself, which features the Red Flag columns: The question groups selected when first running the report are charted along the Axis. The line in the chart shows the average score overall for each question group (as per the Line Chart see section above) while the Red Flag columns show the number of respondents scoring between 0% and 60% by default (see Chart Options below for instructions on changing the default range). e.g. in the chart above you can see that 11 / 36 respondents had an average score between 0 and 60% for the My Manager question group:

44 Version 2-17 PeoplePulse User Manual Page 44 of 82 Handy Tip: Try hiding the line(s) from the chart (by clicking on their labels in the chart legend), leaving only the columns: This is great for presentations as it s only the chart columns that represent the Red Flags, while the lines show average scores for each question group (see Question Group Report How to interpret the Line Chart in our online help / user manual for more information). Chart Options A step-by-step explanation of all Red Flag chart options is as follows: Set the Red Flag range by entering the desired lower and upper value into the text fields. In the example above the chart columns will show the number of respondents with a score between 0 and 60% per question group. To confirm your selection, simply click on the button. Note: if you are viewing the report in Average Scores the % symbol will be hidden. Simply enter the lower and upper ranges in average scores. For example, if your survey answer options are scored from 0 to 4, you may want to red flag responses scoring between 0 and Select the demographic to chart the Red Flag columns for. By default, the Red Flag columns will be based on Average Score Overall (i.e. all respondents).

45 Version 2-17 PeoplePulse User Manual Page 45 of 82 Advanced Tip: If you have selected a filter (e.g. Division: Finance) or used add columns to table to compare various filter values (e.g. all Divisions), click on the dropdown list and select the demographic that you would like to chart the Red Flags for (e.g. just Department: Accounts). To confirm your selection, click the button Red Flag columns are red by default. To choose a different colour, click on the red swatch (red square) to pop-up a colour selection dialogue: Select the desired colour for the columns and click OK when done. To confirm your selection, click the button By default, the labels on the chart columns display the number of respondents who meet the Red Flag criteria out of the number of respondents in that question group e.g. 1 red flag out of 36 respondents in the Recognition question group:

46 Version 2-17 PeoplePulse User Manual Page 46 of 82 If you prefer to have the labels as the percentage of respondents who met the Red Flag criteria select the % of respondents option and click on to update the chart If you wish to change the label of the right Y-Axis of the chart (used to chart the height of the red flag columns) simply type in your desired title and click on the button to update the chart. The title you set above will also applied to the chart legend entry for the columns: Handy Tip: You can easily create a chart that highlights positive performance by: setting the ranges % selecting the colour to be green changing the Y-Axis title to Green Flag You also have the option of changing the chart title. Simply type in your desired title and click on to update the chart Click on the Show / Update chart columns button to confirm any changes you have made to the Red Flag chart settings. If you wish to clear all the settings (and the chart columns) click on. Advanced Tip: Switching the X/Y Axis By default, the Red Flag columns display, per question group (along the X-axis): the # of responses scoring between 0 and 60 % (or your desired range)

47 Version 2-17 PeoplePulse User Manual Page 47 of 82 for: Average Score Overall (or another chosen demographic) Click on to switch the X and Y axis of the data table. This will also switch the chart axis, providing the additional advantage of charting columns that display, per demographic (now along the X-axis): the # of responses scoring between 0 and 60 % (or your desired range) for: a chosen question group Note: clicking on initially clears any Red Flag columns from the chart. Please select the desired Question Group and click to chart the Red Flag columns. Handy Tip: Once the X and Y have been switched, you will have the additional ability of removing Average Score Overall, Average Score for Filters Applied and Sub-total Average Score from the chart by clicking on the remove from chart links in the data table: Once removed, these links will change to show on chart which allows you to add them back into the chart. 8.4 Responses Report The Responses report in PeoplePulse allows users to run a report on all the raw data collected in their surveys. This data can be exported to third party packages such as MS Excel. The report may be run by choosing one of three modes of data exportation: Plain Text, Numeric Scores or Export Values. Plain Text: Displays any response option to which scoring/weighting has been

48 Version 2-17 PeoplePulse User Manual Page 48 of 82 applied as plain text, rather than the weighted number it signifies. For example, using a 5 point scale where the highest response is Very Satisfied for a question, this will be displayed as Very Satisfied in the responses report (as opposed to 5 ). Numeric Scores: Displays any response option to which scoring/weighting has been applies as the number, rather than the text it signifies. For example, in a 5 point scale where the highest response is Very Satisfied for a question, as this carries the highest possible scoring of 5, this will be displayed as 5 in the responses report. Export Values: Displays the Export Value which has been applied to a response option. The Export Value can be any internal numeric or alphabetic character that the client specifies for that particular response. Click on Reporting then Responses from the menu on the left-hand side of the screen. 1. Select the survey which you wish to run the report on from the Survey drop down menu. 2. Set the Date Range as either All or Selected. For further information on the Date Range field, refer to section a. 3. Select from either Plain Text, Numeric Scores or Export Values from the Export Response Data as: field. 4. Choose the questions to include in your report from the Available Fields table. You may select more than one by holding down the CTRL key as you click. 5. Click to move your selected questions into the Show Fields table. 6. Click to remove any selected questions from your selection. 7. Below the question fields tables is the Run report with completed surveys only a. Check this box to include responses to questions within the selected groups, from respondents who completed the entire survey. b. Leave this box un-checked to include all responses to questions within the selected groups, even if the respondent did not complete the survey. 8. Select whether or not in include filters in your report.

49 Version 2-17 PeoplePulse User Manual Page 49 of Select whether or not to include survey start and end dates in the report. 10. a. Click to export the data into Microsoft Excel OR b. Click screen to use PeoplePulse. 8.5 Date Comparison Report The Date Comparison report tool allows you to compare the responses to a survey across different date ranges specified by you. For example, Show me how many people answered YES to the question Would you use us again? in Quarter 1, Quarter 2 and Quarter 3 of The report is particularly useful as a comparative tool, and enables you to view how responses to your questions can vary over time. The tool has the ability to encompass all survey data and responses from the time periods that you elect to display. It is extremely effective for spotting trends as the tool enables you to analyse how improvements have been made over time in specific areas, or where performance levels are slipping away. The Date Comparison report allows you to define up to 12 separate date ranges per report To run a Date Comparison report: 1. Click on Reporting then Date Comparisons from the left hand side menu. 2. Select the Survey you wish to run the report on from the Survey drop down field. 3. Enter the label you wish to give to the first date range group (eg. Quarter ), followed by the start and end dates in the respective fields. To select dates, click on the icon. NB: This date represents the date respondents started the survey. 4. Repeat this process for each additional date range you wish to include in the report. To add another date range, click. 5. Select to either display the date ranges as either columns (the default) or rows and whether to run the report on completed surveys only - both of these options can be switched once the report has been run on the next screen.

50 Version 2-17 PeoplePulse User Manual Page 50 of Select the questions you would like to run the report on from the Available Fields column by using the icon to move these to the Show Fields column. Select more than one by holding down the CTRL key as you click, or select all by clicking on the first question and dragging to the bottom of the list. Remove questions by using the icon. 7. Click. The top of the resulting report indicates the criteria selected and how many respondents are included. The report also allows you to specify the percentage figures displayed as either a percentage of the Grand Total, Row or Column totals please see Section Question Group Report of the User Manual for further information on these functions. The Save Print and functions may also be used. Refer to Sections 8.2.7, 8.6, of the User Manual for further information on these functions. To alternate the date ranges as either columns (the default view) or rows within the results table, simply click on the Switch X and Y axis button. If pre-loaded filters have been applied to the survey they will appear as drop down boxes at the top of the page and can be used to filter the results of your report. You may amend the report parameters (eg. question fields, date ranges and labels) by clicking on the hyperlinked text Back to previous screen beside the Survey Name field at the top of the Date Comparison Report screen How to Use the Date Comparison Report: The report breaks down each individual question selected into its own table. The above example displays the Date Range as the Y axis (in columns), as a percentage of the Grand Total. The answer options to the question are listed with the number of responses for each, which are then broken down into the date ranges selected, followed by a simple bar graph depicting each answer option in the last column. Figures are represented as whole numbers and percentages.

51 Version 2-17 PeoplePulse User Manual Page 51 of 82 In the above example, you can see that 11 respondents over the three month period, selected Better Job Offer as their reason for leaving the Organisation. This option made up for 50% of the total number of responses for the entire period, compared to Personal, which was selected four times throughout the period and comprised 18.18% of the total. 4 people selected Better Job Offer in October 2008, which is 18.18% of all respondents received during all specified date periods. The same results displayed as a percentage of the Column Total: (results adding up to 100% by month). Eg. 4 people selected Better Job Offer in October, which is 50% of all respondents in October. The same results displayed as a percentage of the Row Total: (results adding up to 100% per answer option). Eg. 4 people selected Better Job Offer in October, which is 36.36% of all respondents to that question across all 3 date ranges. Report results can be filtered further by clicking on any of the hyperlinked answer options throughout the report, exactly as is done in the Overview Report. Free text responses are also tabulated within the Date Comparison Report and can be clicked on to only show those free text responses that have been received in the selected date range.

52 Version 2-17 PeoplePulse User Manual Page 52 of How to Graph Date Comparison Reports The option to graph responses is available wherever there is a Type at the bottom of each question table. icon beside the Question 1. Select the Graph Type from the drop down menu: i) The Multi Series 3D Column and Chart graph will break down results per answer and per selected date range (eg. month or quarter). ii) The 3D Column + Line Single Y Combination graph is the same, however with the average number of total responses for each date range is displayed. 2. Complete the Title, Sub Title, Answers Label and Responses Label fields. 3. Select whether you would like the Answer Labels displayed horizontally or vertically, followed by the display of the Vertical (Y) Axis, as the whole number of responses or as a percentage. Answer labels may be edited from their original title. 4. Click.

53 Version 2-17 PeoplePulse User Manual Page 53 of Filter Comparison Report The Filter Comparison report allows you to compare the responses to a survey across different pre-loaded filter data. For example, if one of the filters used in your survey is Department, you can run a report to view how different departments responded to your survey and compare those results side-by-side to the scores of ALL respondents to the survey. I.e. Show me how respondents answered the question How would you rate your overall employment with the Company? in the Customer Service and Sales departments. The Filter Comparison report is particularly useful as a comparative tool, and enables you to view how responses to your questions vary across different pre-loaded filter categories. It is extremely effective for spotting trends across any demographic groups that may have been pre-loaded, such as gender, state, department, etc How to Run a Filter Comparison Report 1. Click on Reporting then Filter Comparisons from the left hand side menu. 2. Select the Survey you wish to run the report on from the Survey drop down field. Set the Date Range as either All or Selected For further information on the Date Range field, refer to section a. 3. Choose the questions to include in your report from the Available Fields table. You may select more than one by holding down the CTRL key as you click. 4. Click to move your selected questions into the Show Fields table. 5. Below the question fields tables is the Run report with completed surveys only a. Check this box to include responses to questions, from respondents who completed the entire survey. i. Leave this box un-checked to include all responses to questions, even if the respondent did not complete the entire survey. 6. Underneath this is an anonymity option where you can restrict showing results that contain a number of respondents that is equal to or less than a number specified by you. Leave this box un-checked if this does not apply to you. If you do select an anonymity level, the Anonymity option will also display in the top-left of the report.

54 Version 2-17 PeoplePulse User Manual Page 54 of Click The top of the resulting report indicates the criteria selected and how many respondents are included. The report allows you to specify the percentage figures displayed as either a percentage of the Grand Total, Row or Column totals please see Section Question Group Report of the User Manual for further information on these functions. The Save Print and functions may also be used. Refer to Sections 8.2.7, 8.6, of the User Manual for further information on these functions How to Use the Filter Comparison Report When you first run the report, you will see that no filters have been applied. To add filters, scroll to the bottom of the screen and on the right hand side, you will have the option to Add Columns to Table. Here, you select the filters for which you would like to compare side by side. You may select as many filters as you wish and once you are satisfied with your selection, click

55 Version 2-17 PeoplePulse User Manual Page 55 of 82 Below is an example for a Filter Comparison report run on the Department filter, with three options selected and set to show column totals adding to 100%: In this example (displaying results as a percentage of the column total), we can see that the Human Resources department achieved the highest average score, whilst Customer Service had the lowest average score (but also had the least amount of responses to this particular question). Results are displayed numerically and as a percentage. You can compare results for as many filters as you like. Filters can be selected from the same filter category, E.g. Department, or from different filter categories. For example, you may wish to view Sales & Marketing against a Manager filter and a Location filter, such as NSW. You can also view the data for one particular filter only, and compare these results to as many other selected filters as you wish. For example, you can filter the entire report to only display results from the filter NSW and then within the NSW results compare the results for Marketing, Customer Service and HR side by side. To do this, select the desired filter (bottom left of page) and add the desired Columns to Table and click To clear any of the filter options, click beside the corresponding filter. To clear numerous filters which you have selected click The Filter Comparisons report also has built-in functionality that allows you to drill down on specific answers and compare changes across filters by clicking on answer list items which are hyperlinked in blue font. Free Text responses can also be compared, with a break down of a number and percentage of free text responses per selected filter, displayed side by side.

56 Version 2-17 PeoplePulse User Manual Page 56 of 82 The option to graph responses is available wherever there is a icon beside the Question Type at the bottom of each question table. For further instruction on how to utilise the graphing tool of the PeoplePulse Reporting console, please refer to Section of the User Manual. 8.7 Strengths and Weaknesses report The new dedicated 'Strengths & Weaknesses' report went live in August 2010 and is available to all users. It can be found in Reporting > Strength/Weakness. This report builds on the existing Strengths & Weaknesses summary that is available in the Overview Report, but ALSO allows you to dissect these Strengths & Weaknesses by any filter data you have collected. So, for example, if you pre-loaded the State of each respondent, you can now compare the relative Strengths & Weaknesses of respondents against their State, relative to the rest of the organisation. This report is particularly useful in giving users a high level overview of the key areas of their survey results that require attention, and on the other hand, the key areas to celebrate. The Strengths and Weaknesses report shows you: 1. Your 5 highest scored questions in rank order, and your 5 lowest scored questions in rank order (however, you can specify the number of strengths and weaknesses you want to display). 2. The strengths and weaknesses of different filters. For example, you can view the strengths and weaknesses of a specific region, department, manager, age, gender or year (Note: For this to display you need to have these filters applied to your survey or have them as pre-loaded data). 3. A comparative view of your strengths and weaknesses: a. Across all survey responses, OR b. For one specific filter, OR c. For a combined group of filters you select. This report is extremely effective for spotting the differences strengths and weaknesses across demographic groups such as region, division, gender, age, etc.

57 Version 2-17 PeoplePulse User Manual Page 57 of How to run a Strengths and Weaknesses report NOTE: The strengths and weaknesses report works for all questions where the answer list has been given a weighting (eg. Excellent = 5), it does not report or score free text questions. 1. Click on Reporting then Strength/Weakness from the left hand side menu. 2. Select the Survey you wish to run the report on from the Survey drop down field. Set the Date Range as either All or Selected. For further information on the Date Range field, refer to section a. 3. If you wish to report on selected questions only, just select the questions you want to include in your report from the Available Fields table. You may select more than one by holding down the CTRL key as you click. If you wish to look at the strengths and weaknesses for the entire survey just highlight all the questions, (the system will automatically exclude any questions that don t have weighting applied to them or free text fields). 4. Click to move your selected questions into the Show Fields table. 5. Below the question fields table is the option to Run report with completed surveys only a. Check this box to only show respondents who completed the entire survey. OR b. Leave this box un-checked to include all responses to questions, even if the respondent did not complete the entire survey. 6. Underneath this is an anonymity option where you can restrict showing results that contain a number of respondents that is equal to or less than a number specified by you. Leave this box un-checked if this does not apply to you. If you do select an anonymity level, the Anonymity option will also display in the top-left of the report. 7. Click

58 Version 2-17 PeoplePulse User Manual Page 58 of How to use a Strengths and Weaknesses report When you first run the report, you will be shown a report that depicts the overall average score of your top 5 strengths and bottom 5 weaknesses (see diagram below). You will note that on the top left hand side of the page it indicates that the filters applied is set to None. This means that the strengths and weaknesses you are looking at are initially based on the results received from everyone who completed the survey: Underneath the main Strengths and Weaknesses table, you will find the Filters function and the Add Columns to Table function How the Filters and Add Columns to the Table function works: NB: A filter can be either data you have preloaded about each respondent (eg, gender = male), or any question(s) that were specifically tagged as a filter question during the survey build process. 1. Adding a filter to your Strengths and Weaknesses report. Rather than seeing the Strengths and Weaknesses for all respondents, you may want to view the Strengths and Weaknesses for a specific group of respondents (eg, from a specific State, or Division). You can do this by adding a filter to your report. To add a filter to your report, select the value you wish to add from the drop down options from the Filter function located on the bottom left hand side in green font.

59 Version 2-17 PeoplePulse User Manual Page 59 of 82 In the example below, the filter Customer Service has been applied to the report using the left hand drop down box. Now the top 5 Strengths and bottom 5 Weaknesses have been re-ordered, and are now solely based on the Strengths and Weaknesses of Customer Service. The column that shows the scores for all respondents still remains, so this report is useful for comparing the results of any filter variable you select against the overall average scores. Eg. How do the strengths of staff from the Corporate Affairs Department differ from all staff that answered the survey?

60 Version 2-17 PeoplePulse User Manual Page 60 of Adding columns to the table of your Strengths and Weaknesses report. If you want to assess the comparative Strengths and Weaknesses of numerous filters side-byside, you can do this by using the Add columns to table option at the bottom right of the screen. To select multiple values to add as new columns to your report, press Ctrl on your keyboard and select the filter values from the Add columns to table function located on the right hand side in orange font. In the example below, the following filters values have been added to the table - Division: Corporate Affairs, Finance and Human Resources. The filters that are added are now displayed in orange font. You will notice that a new column called Sub Total Selected Filters has also been added to the table. This column is the total combined average score of all the columns you have added to the table (In the example below, this would be Corporate Affairs, Finance and Human Resources combined average score). This enables you to easily compare how the combined Strengths and Weaknesses of the filters you have selected differ from ALL respondents to the survey.

61 Version 2-17 PeoplePulse User Manual Page 61 of 82 USER TIP: This report shows a list of questions have received the highest average scores (labelled as Strengths ) and the lowest average scores (labelled as Weaknesses ). Note that some questions in your survey may not be considered a Strength or Weakness (e.g. I would like more training on ABC Yes / No). In such cases it is best not to include these questions in the report you run (as you have complete control over which questions are included in this report). 8.8 Using Tag Clouds A tag cloud is a visual depiction of frequently mentioned words or terms in answers to your free text questions. It is an interesting way of presenting free text data as it enables you to see at a glance the common themes and issues in the responses to a particular free text question. For example, for a question such as What do you like most about your current role? the tag cloud shows you what words employees most frequently mention when describing what aspect of their roles they like. The tag cloud is based on the frequency of words or terms that appear within the content of a free text question - that is, the larger / bolder the word or phrase appears within the cloud, the more often it is referred to in answers to your free text question. An added functionality of the tag cloud is the ability to drill down on each word or term in the cloud with a click of your mouse, enabling you to see the context in which it was used. Please note: While an automated tag cloud is a great, fun way of looking at your free text responses, it should always be remembered that it is a computer generated summary of text responses and should not be treated as a substitute for human coding and interpretation. The field of computergenerated data mining and analysis of text is not at a point where it is accurate enough to reply on without human intervention, so tag clouds should be used as a guide to word frequency within a group of responses, but not gospel How to Generate a Tag Cloud 1. Run an Overview Report of your survey (see section 8.2). 2. Select a free text question and click on the paper icon below your question. A pop-up box with a table containing all the responses to your free text question will appear on your screen.

62 Version 2-17 PeoplePulse User Manual Page 62 of To the left of the Exit button on the bottom right hand corner of the table, click on the blue and white cloud icon: 4. A tag cloud with the most frequently mentioned words or phrases for that question is generated: NB: the size and thickness of a word or phrase within your tag cloud is relative to how often it appears in the total number of comments for that question. NB: After running your tag cloud if you would like to return to the table with all the free text responses, click on the icon on the bottom right hand corner.

63 Version 2-17 PeoplePulse User Manual Page 63 of To see the verbatim statements that use a particular term depicted in the tag cloud, hover your mouse over it to highlight it in grey. The word work has been hovered over below: 6. Click on the word or phrase to see the answers that use the selected term. Within these statements the exact term is highlighted in yellow. If there is a partial keyword match this is highlighted in purple. A partial keyword match is when you select a word in the tag cloud, and a part of that work is included in a verbatim comment. So, for example, you select the word Work in the tag cloud, and the word working (a partial match) was mentioned in the verbatim comments refer example below:

64 Version 2-17 PeoplePulse User Manual Page 64 of To return to the word cloud, click on the icon again. 8. To export your tag cloud as an image, click on the button. You can either open it with an image-editing application or save it to your computer. 9. If you would like to return to the table with all the answers to your free text question, click on the button. 10. To export all the statements from the table to a spreadsheet, simply click on the button on the bottom right hand side of the table. A spreadsheet with all the statements opens on your screen How do I use the Tag Cloud editing feature? The Tag Cloud is available anywhere you have a free text question within your survey. A free text question is indicated by the icon appearing anywhere within the Overview Report, the Filter Comparison Report or the Date Comparison Report. For example: Simply click on the icon to bring up a list of the verbatim responses for that question. To access the Tag Cloud, click on the icon at the bottom right hand side of the screen. This will then display the default Tag Cloud (or if changes have previously been made to modify the look of this Tag Cloud, then it will display these saved changes).

65 Version 2-17 PeoplePulse User Manual Page 65 of 82 You will see a number of icons at the bottom right of this screen: The icon will take you back to view the verbatim responses; The button will close the current pop-up window and take you back to your main report; The button will export the tag cloud you see on screen as an image, so you can insert into your presentations; The button will reveal a table underneath the Tag Cloud displaying a list of the phrases that are included within the cloud. The Edit Tag Cloud options look like this: The first column indicates each phrase that appears in your Tag Cloud. The second column displays the number of times this phrase appears (either wholly or partially) within the verbatim responses for this question. The next column indicates the relative weighting of each phrase based on the number of times the phrase appears within the verbatim responses. The maximum possible weighting is 100.0%. The size and boldness of the phrase that appears in the Tag Cloud is dependant upon the value of this weight. NOTE: A phrase of 3 words in length (eg. work during winter ) is assigned a higher weighting than a phrase of 2 words in length which is assigned a higher weighting than a single word.

66 Version 2-17 PeoplePulse User Manual Page 66 of 82 The icon will remove each individual phrase from the Tag Cloud. NOTE: there is a minimum of 5 phrases required to run a Tag Cloud. The icon will allow you to edit each phrase by altering the weighting assigned to the phrase or by combining multiple phrases into one. Upon clicking this icon, a new table will appear to the right of the phrase you want to edit, as seen below: If you wish to change the weighting assigned to a phrase then simply click on the grey box to change the word KEEP to display the word CHANGE. You can then enter a new weighting in the box provided ranging from In order for these changes to appear in the table and the tag cloud, simply click on the button. If you wish to combine two or more phrases or to add a new phrase, then type the phrase into the box labelled Add new word/phrase to Tag and click on the button. This will add the new phrase to the list underneath. If you wish to remove a phrase from this list, then simply click on the X next to the phrase you wish to remove. When you have completed the changes you wish to make, click on the button to view the effect of these changes on the table and the Tag Cloud. If you wish to add a completely new phrase to the Tag Cloud, then scroll to the bottom of the main (left hand) table. Here you will find a free text box labelled Add a new word/phrase to tag cloud. Type in the phrase you wish to include in the Tag Cloud and click on the button. This phrase will then be added to the table, indicating the number of times it appears in the verbatim responses and also assigning a relative weighting to this phrase. NOTE: a maximum of 30 phrases is allowed to run a Tag Cloud. If any new phrase you add does not appear in the original verbatim responses then it will be shown in the table (with a weighting of 0), however it will not be displayed in the Tag Cloud.

67 Version 2-17 PeoplePulse User Manual Page 67 of 82 Finally, if you wish to reverse any changes you may have made and revert the Tag Cloud back to the default settings, then click on the button. 8.9 Top Box Report What is a Top or Bottom Box? PeoplePulse s Top Box Report allows you to summarise the percentage of your respondents that answered each question within your survey positively or negatively. It does this by combining multiple positive or negative answer options ( boxes ) into a single box. For example, a survey contains the following question: Please rate your overall level of satisfaction: o Very satisfied..(score: 4) o Somewhat satisfied (score: 3) o Neither satisfied nor dissatisfied.(score: 2) o Somewhat dissatisfied..(score: 1) o Very dissatisfied.(score: 0) Top 2 Box = Very satisfied + Somewhat satisfied Bottom 2 Box = Very dissatisfied + Somewhat dissatisfied In the above example, the Top 2 Box would tell us the number of respondents who selected either of the two positive answer options and the Bottom Box would show the number of responses who selected either of the two negative answer options. The Top Box report is useful for identifying the volume of your most positive (top box) and least positive (bottom box) respondents by removing the middle ground responses from the picture. The Top Box report is customisable, allowing you to reduce or expand on how many top or bottom responses you see combined. By default, this is set to showing the top & bottom 2 results. This report can be run on surveys that are currently live or have been retired, and will only display questions from your survey that have a scoring method applied to them. This report is designed to give you further insight into the results of your survey and provide you with a clear and meaningful indication on what areas you can strategically target and improve upon to help grow your organisation. Things you should know before using the Top Box Report: If you wish to view top and bottom results of a survey which contains questions with different scoring methods, it is recommended that you run these questions in separate Top Box Reports. For example, you may have questions which use a 10 point scale and you may wish to analyse the results using a Top 5 combined and Bottom 5 combined box. You may also have questions in the same survey which use a 5 point scale. With only 5 answer options in these questions, it would not be suitable to view the results in a Top 5 combined and

68 Version 2-17 PeoplePulse User Manual Page 68 of 82 Bottom 5 combined Top Box Report (as 5 point scale questions in this scenario will be reported as 100% for both Top and Bottom Box percentages). In this instance, you may prefer to run a second Top Box Report to view the Top 2 combined and Bottom 2 combined for the 5 point scale questions How do I run a Top Box Report? To run a Top Box Report, you will first need to navigate to the reporting section of PeoplePulse. 1. Go to Home > Reporting > Top Box Report: 2. If your account has surveys stored in folders, you will first need to select the folder from the drop-down menu that contains the survey you wish to run this report on. 3. Select your desired survey from the Survey drop-down menu. 4. Select the date range you want to report on. You may leave this as All or specify a particular date period to narrow your reporting results by choosing Selected and using the calendar icons to pick your start and end date range. 5. Highlight the questions from your survey that you would like to report on by moving them from the Available Fields box to the Show Fields box via the double arrow button. You can select your questions one by one, or select more than one question simultaneously by holding down the CTRL key as you click each of your desired questions. Note that only questions that have a scoring method applied to them will appear in the Available Fields list. 6. Below the question selection boxes, you may specify the number of answer options you would like to include in your top box and/or bottom box. By default, the report is set to

69 Version 2-17 PeoplePulse User Manual Page 69 of 82 combine the top 2 and bottom 2 responses for each scored question. 7. You can then determine if you want the report with completed surveys only, or include survey responses that are only partially complete. Tick this box if you do not want to include incomplete survey responses. 8. Finally, the Anonymity option when ticked will prevent your report from displaying data when a respondent level is less than the specified number of respondents. By default when checked, this anonymity level is set to 7. If you do select an anonymity level, the Anonymity option will also display in the top-left of the report. 9. [NB: The Anonymity option you selected will also display once you run the report in the top left of the screen.] You can now click the button How to use the Top Box Report The Top Box Report has many of the same useful tools that are available in other PeoplePulse reports. Information at the top of the report will identify the criteria currently being applied to the report, as well as how many respondents have been included in the report results. The Save, Print and functions are available for use in this report. Please refer to sections 8.2.7, 8.6 and respectively in the User Manual for further information on the use of these functions. If any filter has been applied to the survey, you will find them at the beginning of the report as drop-down box options. They can be used to further examine some specifics of your survey results. NB: A filter can be data you have pre-loaded into the system about each respondent (e.g. the respondent s gender) or it may be any question(s) that have been flagged for use as a filter question during your survey build process. When you first run the Top Box Report and begin to look at your questions, you will find your selected questions grouped together as a list under the Questions section of the report.

70 Version 2-17 PeoplePulse User Manual Page 70 of 82 Top Box Count: This column indicates the number of respondents who have answered one of the top scoring answer options as well as the number of respondents who answered that particular question. Top Box Percentage: This column is the percentage of respondents who have answered positively to the question(s). The system calculates this percentage by taking the number of respondents who have selected one of the top scoring answer options, divided by the total number of respondents to answer the question. Bottom Box Count: This column indicates the number of respondents who have answered one of the bottom scoring answer options as well as the number of respondents who answered that particular question. Bottom Box Percentage: This column is the percentage of respondents who have answered negatively to the question(s). The system calculates this percentage by taking the number of respondents who have selected one of the bottom scoring answer options, divided by the total number of respondents to answer the question. NB: Each Top / Bottom Box column heading will always reflect the number of top and/or bottom answers you have chosen to combine. (e.g. If you select to combine the top 5 answers and bottom 3 answers, the Top result columns will reflect Top 5 Box Count, Top 5 Box Percentage and the Bottom result columns will reflect Bottom 3 Box Count and Bottom 3 Box Percentage respectively.) Want to sort your Top or Bottom Box results? No problem: Questions in the Top Box Report can be sorted in order of highest to lowest or lowest to highest using either the Top Box Percentage or Bottom Box Percentage results. To sort your results, simply click the icon under the column you wish to sort. You may click the [sort] icon multiple times to change between ascending or descending order. If at any time you wish to undo any sorting and return to the default report sorting, you can do so by clicking the button. By default the Top Box Report sorts questions alphabetically. The Top Box Report also allows you to create charts of the results of the Top Box Percentage or Bottom Box Percentage columns for all questions or for individual questions. To create a chart for individual questions, click the chart icon on the right hand side of the row in which the questions appears. This will generate a chart that displays the Top and Bottom

71 Version 2-17 PeoplePulse User Manual Page 71 of 82 Box - Percentage results of that question on the same chart. In some cases, the chart may include a result labelled Other scores this is a representation of the middle ground (neither positive nor negative) results. To create a chart for the Top or Bottom Box Percentage results for all questions in your survey, click either or icons at the bottom of the respective column. When using this charting option, there will be an additional chart creation feature labelled Display # Questions. This option will allow you to specify how many questions you would like to appear on the chart which is particularly useful for when you have a survey that contains a large number of questions. By default only 5 questions will be charted unless you change this value. If your survey contains less than five questions, only the number of scored questions contained in your survey will be charted. For more information about charting, please refer to section of the User Manual. The Top Box Report is an efficient method of reviewing your positive and negative survey respondents, allowing you to be more aware of your respondent s thoughts and take steps towards more positive results in the future.

72 Version 2-17 PeoplePulse User Manual Page 72 of Using Folders in PeoplePulse A folder system has been introduced to PeoplePulse to allow users to better organise and sort their surveys and reports. Users can now move specific surveys into public folders, private folders, and restricted folders (that only specific users can access). Each folder is given a custom label of your choice. These custom folders appear in both the survey creation pages (WIP / Live / Retired) and in the Reporting Console. In WIP, LIVE and RETIRED, users now have the ability to create: Public Folders (Open to all other users within their account). Private Folders (Only accessible by the user who created the folder). Restricted Folders (Only user(s) who have been granted with access permission by the account Administrator can view the folder and its surveys. Restricted Folders can only be set up by your Account Administrator). In Saved Reports, users will have the ability to create: Private Folders (Only accessible by the user who created the folder). Shared Folders (Only the specified user(s) who have been granted with access permission can view the folder and its saved reports).

73 Version 2-17 PeoplePulse User Manual Page 73 of How to organise surveys using the folder system The following steps apply within WIP, LIVE and RETIRED: 1. To create a new folder, click on 2. The following pop-up will appear: 3. Enter the folder name in the text box provided. 4. Specify the restriction access by selecting one of the following: a. No (Public) The folder and the survey(s) placed in the folder can be accessed by ALL users. b. Yes (Only Me) The folder and the survey(s) placed in the folder can only be accessed by the user who created the folder. 5. Click 9.2 How to put surveys in folders From within WIP, LIVE and RETIRED, there are 2 ways surveys can be placed in folders. You can either: 1. Perform a click, drag and drop. Click on the survey name, and drag the survey up to the folder you want to place it into (a green plus sign will appear over the folder icon), and then unclick your mouse and the survey will drop into that folder (see next page).

74 Version 2-17 PeoplePulse User Manual Page 74 of 82 The image below depicts the survey called 19B: Workplace Aggression being dropped into the Contact Us Surveys folder: OR: 2. Place a tick inside the tickbox of the survey(s) you have chosen to move into a folder then click on and select the folder you wish to move your survey(s) into. 9.3 How to organise saved reports using the folder system 1. From within Home > Reporting > Saved Reports, to create a new folder, click on 2. The following pop-up will appear: 3. Enter the folder name in the text box provided. 4. Specify if you wish to share your folder by selecting one of the following: a. No (Only Me) The folder and saved report(s) placed in the folder are private and can only be accessed by the user who created the folder. b. Yes (Specific Users) The folder and saved report(s) placed in the folder can be accessed by user(s) you have assigned with permission to access the folder. 5. If you select Yes (Specific Users), the pop-up will expand showing you a list of users in your PeoplePulse account with whom you can share your folder and saved reports with (see example below). Simply select the name from the Available Users section and move the name to the Allowed Users section by clicking on

75 Version 2-17 PeoplePulse User Manual Page 75 of Click 9.4 How to place a saved report in a folder Perform a click, drag and drop. Click on the survey name, and drag the survey up to the folder you want to place it into (a green plus sign will appear over the folder icon), and then unclick your mouse and the survey will drop into that folder. IMPORTANT Notes: Folders created in WIP are not carried over to the Live Survey or Reporting section. Folders created in Live and Retired (and associated user permissions if applicable) are replicated in the reporting. Folders created in Live will automatically be replicated in Retired once a survey placed within a live folder retires. Saved Reports that are Clicked, dragged and dropped from a shared folder and placed into another folder acts as a Copy. In other words, you cannot move a saved report out of a shared folder (as this saved report is used by more people than just yourself). 9.5 How to save a report into a folder 1. Run a report within PeoplePulse (Home > Reporting) 2. Click on the save icon (generally located on the top right-hand side of PeoplePulse reports) 3. The following pop-up will appear:

76 Version 2-17 PeoplePulse User Manual Page 76 of Enter the report label name in the text box provided: 5. If filters are applied to your report, an additional option will appear to ask if you would like to either lock: No filters All filters Selected filters (Note: this option will not appear for reports that do not contain any filters) 6. Specify if you wish to share your report by selecting one of the following options: a. No (Only visible to you) b. Yes (Visible to others) 7. If you choose to share your report with others, you will be asked to place the report in a shared folder: There are two ways you can share a saved report: 1. Place the saved report in a newly created folder 2. Place the saved report in an existing shared folder

77 Version 2-17 PeoplePulse User Manual Page 77 of How to create a new shared folder 1. Enter your new folder name in the textbox: 2. Next select the name(s) of the user(s) you would like to share your folder and saved reports with from the Available Users section, then move them across to the Allowed Users section by clicking on the arrow icon This ensures that any saved reports are only accessible to the user(s) that have been granted permission to access the shared folder How to save a report into an existing shared folder: If shared folders already exist in your PeoplePulse account, choose an existing shared folder from the dropdown menu: User(s) that have previously been granted permission to access the shared folder will be shown in the Allowed Users section. Once you re finished, click After you use the save icon to perform the above steps, from that point on your reports will appear in the folder you have selected within Saved Reports (Home > Reporting > Saved Reports)

78 Version 2-17 PeoplePulse User Manual Page 78 of Troubleshooting 10.1 Removing Hidden HTML Code To help facilitate speedy questionnaire development, PeoplePulse allows users to copy and paste information from other websites or programs such as MS Word into the survey creation area. However, one common problem that can sometimes arise from copy and pasting text from other sources is that hidden HTML formatting is often included in the text being pasted into PeoplePulse. This hidden HTML code can have the effect of distorting the look and/or placement or your text once the survey is previewed or published. A common example of this problem is the addition of an unwanted carriage return between the question number and the question text. Refer example below the question text What s the one thing starts below the question number as opposed to beside the question number: To Help Prevent This: To prevent formatting areas from occurring, paste text from the Web or MS Word into MS Notepad first. This will help strip out any hidden HTML code. Then copy and paste the clean text straight from MS Notepad into PeoplePulse. when the problem is already occurring: If you already have hidden HTML code that you can see is distorting your current WIP surveys when you view the survey in preview mode, go to edit mode for each question that appears distorted and click on the source tickbox (refer the top left option in picture below): In the example above, the following code appears: <P>What's the one thing we can do to improve?</p> (NB: <P> in HTML stands for paragraph break). Now simply delete any code that is superfluous to your question, so that only your question text remains. In the example above, <P> and </P> are deleted. Then press the okay button to save your change. The question will now look like this:

79 Version 2-17 PeoplePulse User Manual Page 79 of Ensuring Excel Data Exports Open Up In a New Window Clients that have installed the Windows XP Service Pack 2 may have issues regarding the download of report data into MS Excel not appearing as it should. The two most common problems are: 1. Excel data opening within the PeoplePulse browser frame with no toolbar options displaying (as opposed to opening in a new window as a separate Excel document). 2. Excel data displaying as numbers in the same row separated by commas (eg. 56, 76, 90, 23), as opposed to numbers in separate columns. To fix these issues: When you click the Excel icon in the Report menu you should be prompted with a pop-up window similar to the one shown here asking you if you would like to open or save the file (NB: we recommend you always select the save option). If you do not get this pop-up, and the Excel file opens within the browser window instead of opening as a new Excel document, you will need to make a small adjustment to your PC s folder options. Follow these steps: 1. Open Windows Explorer. 2. Go to Tools > Folder Options. 3. Click on the File Types tab. 4. Scroll down to the XLS option (labeled: Microsoft Excel Worksheet ) 5. Click on the XLS option to highlight it, and then press the Advanced button. 6. Ensure that the Confirm Open after download option is ticked. Also ensure that the Browse in same window option is un-ticked. 7. Press the OK button. Finally, to make it easier to tabulate results and generate graphs in Excel, you should ensure that Excel data is displayed in separate columns as (as opposed to numbers in the same row separated by commas (eg. 56, 76, 90, 23). To do so simply select the Save file option after clicking the Excel icon (as opposed to selecting the Open option). Then save it in a location on your desktop or hard drive. Then you will be asked to open the file after the download is complete. Finally, press Open to view the file in Excel.

80 Version 2-17 PeoplePulse User Manual Page 80 of Status Bar & Scrolling in Dialog Boxes Clients that have installed the Windows XP Service Pack 2 may experience a problem with Internet Explorer s Status Bar appearing at the bottom of PeoplePulse s Dialog Boxes. This may cause users to have to scroll up and down or left to right to see all options within the Dialog Box (refer example below). To fix this problem, follow the steps below: 1. Open Internet Explorer 2. From the top menu select Tools 3. Select Internet Options 4. Select Security 5. Select Local Intranet 6. Select Sites 7. Select Advanced 8. Type *.peoplepulse.com.au and press Add and then type *.secure.peoplepulse.com.au and press Add 9. Then Press OK three times. After following the above steps, all future Dialog Boxes should appear without the Status Bar:

81 Version 2-17 PeoplePulse User Manual Page 81 of Survey Links And Plain Text s In a small number of cases survey recipients may have their packages set up to receive plain text s only. In some cases survey hyperlinks in plain text s can t be clicked on so recipients have to copy and paste the URL into their browser to view the survey. Occasionally, the recipient will also have a setting in their package (such as Hotmail) which specifies a short line width (i.e. 72 characters maximum per line). Survey URL s can sometimes be longer than the maximum characters allowed per line in the recipient s software, which results in the survey URL appearing on two or more lines. The URL can sometimes not be clicked on if this occurs. Therefore, the recipient must ensure that they copy and paste the full URL into the browser for the link to work. It is suggested that a simple paragraph be added to the bottom of all invites to the following effect: Having trouble with the survey link? If this survey link does not work for you when clicked, or has wrapped onto 2 separate lines, please copy and paste the entire link (all characters/numbers) into your web browser s address bar, then press enter Printer Settings for IE6 For Optimal System Reporting The default printer settings in IE6 are not optimal for printing reports from the system. We recommend the following changes to enhance printed report output. To ensure that when you print reports from your browser all data and graphs fit onto one page, please follow the instructions below: Internet Options To access Internet Options in IE6 click the 'Tools' menu and select 'Internet Options' and press the advanced tab. A dialog box consistent with the one below should appear.

82 Version 2-17 PeoplePulse User Manual Page 82 of 82 Ensure that 'Print Background Colours and Images' is checked and press OK. Margins Next you will need to adjust the print margins of your page. From the 'File' menu in IE select 'Page Setup'. The page set-up dialog will appear. In the bottom right corner you can adjust the margins (see the graphic below for the settings to use). Adjust the settings and press OK. You are now ready to print reports from the system. Please note: Occasionally when printing reports, margins will be wider due to individual settings stored by your printer. This can sometimes have the effect of cropping off the edge of your printed report. If this applies to you, Open your Internet Browser, go to: File > Page Set-up and change the orientation setting to Landscape (from Portrait ).