1:1 Conversations Reporting within People Intelligence

1:1 Conversations, which fall under Reflektive's Performance umbrella, are meant to be utilized on a frequent and consistent basis. The insights that you can derive from our People Intelligence platform in regards to usage statistics can greatly inform you on how to further drive adoption of the tool while optimizing the experience for your employees. Additionally, these reports can uncover trends on what these 1:1s are covering, and what actions are happening as a result.

There are currently 3 key report types for 1:1 Conversations. To access them, visit the Intelligence tab, then the Reports left-hand sub tab, and then click on the drop-down menu to select Conversations, Topics, or Users. We'll go over the report types in more detail below:

• Conversations (will be updated in the Fall 2020 Release on Oct 27th)
  Allows reporting on various metrics of 1:1 conversations, including count of 1:1s and average topics per 1:1.
  
  
  • The existing Conversations reports are:
    
    
    • Number of Active Manager/Direct Reports Conversations
    • Active Manager/Direct Report Conversations (shows participants, whether or not the conversation is active, and the number of open topics)
      
  • The new reports coming in the Fall Release are:
    
    
    • Total Active Manager-Direct Report 1:1s (last 30 days)
    • Active 1:1s by Department and Type (last 30 days)
    • Recurring vs Non-recurring Active 1:1s by Department

• Topics (will be updated in the Fall 2020 Release on Oct 27th)
  Allows reporting on various metrics of 1:1 topics, including reporting on Conversation Starter Templates usage. (Note: We don't show specific topic titles/descriptions to admins or managers in the report.)
  
  
  • The existing Topics report is:
    
    
    • Conversation Topic Breakdown
      
      
  • The new reports coming in the Fall Release are:
    
    
    • Topic Categories Breakdown
    • Average Topics per 1:1 by Department and Type

• Users (new reports being added in the Fall 2020 Release on Oct 27th)
  Allows reporting on unique users (employees) in Reflektive and their related 1:1 activity. The new reports coming in the Fall Release are
  
  
  • Inactive Managers (last 30 days)
  • Active vs Inactive Managers (last 30 days)

Finally, the Conversations Dashboard has been updated with these new reports.

Below, you'll find detailed information as to what each of the fields mean in these reports. These precise definitions will allow you to better understand the data-set you are selecting for, especially in the context of the use cases further below.

The following are sample use cases provided to help guide you in thinking about reporting on 1:1s usage and adoption metrics within People Intelligence, and in determining actions to take to drive higher usage. Follow the directions to create and configure your reports in order to get the information to answer the use cases below:

Active (or inactive) managers list

• Report Type:  “Users”
• Report:  “Attributes of Users”
• Columns:  Name, Department, Count of direct reports, Count of active Mgr-DR 1:1s in last 30 days, Count total 1:1s
• Filter:  User is manager = Yes, User is active in last 30 days = Yes (or No, if looking at inactive managers)
• Notes:  
• You can adjust filters and use Last Activity On date range instead in order to report on a wider timeframe. 
• Additional columns may be included to provide more visibility into other usage metrics by manager 

Active vs Participating Users by Department (last 30 days)

• Report Type:  “Users”
• Report:  “Count of Users”
• Filter:  Last activity on (date range specifies last 30 days)
• Grouping:  Department, User is active in last 30 days
• Style:  Show last grouping as columns = enabled
• Notes:  
• Last activity on date will filter users who had active 1:1s, regardless of which participant updated the 1:1 (indicates participation on active 1:1s)
• User is active in last 30 days grouping field indicates user applied updates (indicates user activity on 1:1s)

Inactive users by Manager (last 30 days)

• Report Type:  “Users”
• Report:  “Attributes of Users”
• Columns:  Department, Primary manager, Name, Department, Count 1:1s active in last 30 days, Count total 1:1s
• Filter:  User is active in last 30 days = No 
• Notes:  
• An inactive user may still be part of an active 1:1 (where the 1:1 was updated by the other participant) and this is indicated by the column “Count 1:1s active in last 30 days”
  
  

Recurring usage of 1:1s by Department by 1:1 Type

• Report Type:  “Conversations”
• Report:  “Count of Unique 1:1s”
• Filter:  Is recurring=Yes 
• Grouping:  Creator department, Type
• Style:  Show last grouping as columns = enabled
• Notes:  
• Add Last activity on date range as Filter to narrow the results to activity within a specified time period 

Recurring vs non-recurring active 1:1s by Department

• Report Type:  “Conversations”
• Report:  “Count of Unique 1:1s”
• Filter:  Is active in last 30 days (or Last activity on for other date range)
• Grouping:  Is recurring, Creator department
• Style:  Show last grouping as columns = enabled
• Notes:  
• Add “Last activity on” date range as Filter to view results within a specified time period 

Count of 1:1s by department and type

• Report Type:  “Conversations”
• Report:  “Count of Unique 1:1s”
• Grouping:  Creator department, Type
• Style:  Show last grouping as columns = enabled
• Notes:  
• Add “Last activity on” date range as Filter to show results of active 1:1s within a specified time period 

Count of active topics by Department and Type (last 30 days)

• Report Type:  “Topics”
• Report:  “Count of Topics”
• Filter:  Topic is active in last 30 days=Yes 
• Grouping:  Creator department, Type
• Style:  Show last grouping as columns = enabled
• Notes:  
• Use “Last activity on” date range as Filter (instead of “Topic is active in last 30 days”) to show results within a specified time period 

Topics last updated (by week over time)

• Report Type:  “Topics”
• Report:  “Count of Topics”
• Grouping:  Topic last activity on=Weekly
• Style:  Line type of report
• Notes:  
• Add “Last activity on” date range as Filter to show results of active 1:1s within a specified time period 
• This report reflects the last time a given topic was updated and not the audit trail of updates on topics; the latter provides more accurate trends reporting, but this report will show when topic updates ‘drop off’. 

Average topics per active user

• Report Type:  “Users”
• Report:  “Attributes of Users”
• Columns:  Name, Department, Average topics / 1:1, Average open topics / 1:1, Count total topics, Count total 1:1s 
• Filter:  User is active in last 30 days = Yes
• Notes:  
• Use “Last activity on” date range as a filter instead to view by different timeframe

Average topics per 1:1 (active vs inactive topics)

• Report Type:  “Conversations”
• Report:  “Average Topics per 1:1”
• Grouping:  Creator Department, Is active in last 30 days

Types of Conversation Starters by Department

• Report Type:  “Topics”
• Report:  “Count of Topics”
• Grouping:  Conversation Starter Category
• Notes:  
• Use date filtering to narrow the report data set

Usage of Conversation Starters on 1:1s by Department

• Report Type:  “Topics”
• Report:  “Count of Topics”
• Grouping:  Department, Topic copied from Conversation Starter
• Notes:
• Report compares count of topics copied from Conversation Starters vs count of topics created by 1:1 participant 

Since we're taking the time to make 1:1 Conversation to be as robust as possible, there will be some enhancements and changes to how reporting is done in general:

• Conversation Starters - The new 1:1 reports use the new Conversation Starter Templates feature released as part of the Fall 2020 Release. They will not include the prior conversation starters.
  
  
• Trends Reporting - You can report on last updated topics by week over time. True trends are under development and will be released at a future date.
  
  
• Department & Location - 
  • Under the new User reports, department and location attributes can be used as report columns, filters, or groupings
  • Under Conversations and Topics reports, there are two participants on each 1:1 and therefore two departments and two locations (one each for the creator and participant2)
  • On some conversations and topics reports, there are three options:
    • Department / Location -- Department is a concatenation of both the Creator and Participant2’s Departments (and the same is true for Location); these values are not available as Grouping fields at this time
    • Creator Department / Location -- Department / Location of the user who initially created the 1:1
    • Participant2 Department / Location -- Department / Location of the other participant on the 1:1

• New Date Filters - 
  • Last Activity On
    • Applies to all reports under Users and Conversations
      • Applies to user’s activity on the Users reports
      • Applies to the 1:1’s activity on the Conversations reports
    • Can be used as report column, filter or grouping field; if used for grouping, a rudimentary trends report can be created (see Trends reporting above for details)
    • Recommended to use for reporting beyond 30 day range
  • Is Active in Last 30 Days
    • Applies to Conversations reports
    • Activity is defined as any updates applied to the 1:1 or its related information, including action items, topics, or comments
    • Can be used as report column, filter or grouping field
    • Recommended for use on dashboards as the user does not have to modify the date range selected for reporting
  • User is Active in Last 30 Days
    • Applies to Users reports
    • Activity is defined as any updates that the user has applied to any of the user’s 1:1s or related fields, including action items, topics, or comments
    • Can be used as report column, filter or grouping field
    • Recommended for use on dashboards as the user does not have to modify the date range selected for reporting
  • Topics Last Activity On
    • Applies to Topics reports
    • Activity is defined as any updates applied to the topic or its related comments
    • Can be used as report column, filter or grouping field
    • Recommended to use for reporting beyond 30 day range
• Count Fields
  • Attribute Reports
    • The attributes reports include:  Attributes of Users, Unique 1:1s, and Unique Topics
    • Fixed timeframe counts
      • Some count fields are fixed to 30 day range as they are calculated nightly and stored in the reporting tables
      • These fields reflect activity over the last 30 days only
      • Examples include:  Count active Mgr-DR 1:1s in last 30 days, Count active 1:1s in last 30 days
    • Counts as of current date
      • Other count fields are calculated as of the current date and stored in the reporting tables as such
      • These fields represent activity as a snapshot of the current date
      • Examples include:  Count total 1:1s, Count total action items
  • Calculation Reports
    • The calculation reports include:  Count of Unique 1:1s, Average Topics per 1:1, Count of Topics, Count of Users
    • For each of the above calculation reports, there is a single dynamically calculated field (represented by the name of the report)
    • Count fields (both fixed as of 30 days and as of current date) from the corresponding Attribute reports may be used as filters or grouping fields on the Calculation reports
      • For example:
        • Report:  Average Topics per 1:1 (under Conversations Report Type)
        • Filter:  Count active topics last 30 days ‘greater than’ 2
        • Grouping:  Creator Department
        • The report will display average topics per 1:1 by Department where the 1:1 had 3 or more active topics within the last 30 days
• User Participation: Active
  • On the Users reports, reports can be created to show activity where the User’s 1:1s were updated by either participant on the 1:1 OR where the user applied the updates
    • User is active in last 30 days vs Last activity on
    • Count of 1:1s user updated in last 30 days vs Count of 1:1s active in last 30 days
    • See example reports above in Use Cases section
• Managers
  • You can report on managers of each participant on a 1:1 as well as by the manager of the 1:1 (the latter applies only to 1:1’s with “Mgr-DR” type)
  • You can gain insights into manager activity on 1:1’s with the following:
    • Conversations reports
      • Manager is active in last 30 days (applies to the manager on the 1:1)
      • Manager last activity on (applies to the manager on the 1:1)
      • Informational fields:
        • Manager name (the manager of the 1:1)
        • Creator’s manager name and email
        • Participant2’s manager name and email
    • Topics Reports
      • Informational fields:
        • Manager on 1:1:  name, department, location, custom attributes (applies only to 1:1’s with “Mgr-DR” type)
        • Creator’s manager name and email
        • Participant2’s manager name and email
    • Users Reports
      • Manager is active in last 30 days (implies user is a manager)
      • Manager last activity on (implies user is a manager)
      • User is Manager
      • Informational fields:
        • Primary manager