Form Data Analysis provides analytics on any form created and used on intelliHR. This analytics page really is the catch-all to view responses for anything that has been sent to the team. Commonly used to evaluate the results of engagement surveys, policy reviews, and any other forms/surveys that are specific to your organization the page will automatically populate to visalize the response data while also providing a reliability score to help the business make sound data-driven decisions. This analytics page will allow you to gain insights into what your people are saying, in an easy-to-understand report.
This article covers:
- Form Data Analysis Home Page
- Using Form Data Analysis
- Page Settings
- Quick Navigation
- Exporting and Printing Survey Results
Form Data Analysis Home Page
After navigating to the Form Data Analysis page you will see a list of all system forms, the description that is attached to the form via the form settings, and high-level information relating to the form such as completion rates and a reliability index.
The information provided on this page includes:
- Completion Rate - The % completion rate of the form; calculated by the number of form responses collected vs the forms issued.
- Reliability - The reliability level of the form; in general, more collected form responses will improve the reliability level of analysis. Designed to increase your confidence in making data-driven decisions.
- Category - The form category (e.g. Feedback, Performance, Compliance) as defined in the form settings.
- Last Completed - The last time the form was completed.
- Customization - Form Data Analysis allows you to combine data from more than one version of the form design; for example, if a question label was amended slightly to fix a typo this creates two versions of the form. A green tick in this column denotes that the form has been amended but you are combining data across different versions of the form.
Using Form Data Analysis
1. Select the date range and form responses you wish to see visualized at the top of the page.
2. Review the high-level data including completion rate and reliability level by hovering over these areas for additional information.
3. Click on the form name in blue to go into the form responses.
4. Review the responses to the form.
5. Cross-filtering: You can cross-filter your data (apply more than one filter at once) to provide more specific insight into the feedback given. Unlike other analytics pages, these filters will appear on the right-hand side of the page. We've listed some of the main filters that you can apply to your data by clicking on them:
- Work Type/ Work Class/ FTE: Allows you to compare the feedback given and determine if it differs between different work classes and types. Is the sentiment of full-time employees the same or better than that of part-time employees?
- Business Unit/ Business Entity: Filter by Business Unit or Entity to determine how feedback given differs between teams, and compare completion rates (i.e. the Marketing Business Unit may have a higher completion rate than the Customer Service Business Unit - you'll then be able to ask the question "what are the potential reasons for this?").
Page Settings
The page settings within form data analysis provide you with the option to both include and exclude different charts, including custom fields, that can be used to cross-filter the data. This page also allows the user to select specific questions they wish to visualize and defined the included form versions that are represented in the analytics.
Charts
1. Select the cog icon to begin amending the page settings.
2. Select the charts tab and toggle on/off the charts you wish to be visible.
Form Settings
Configure the questions you wish to visualize and the included form versions that will be included in the analysis.
1. Select the questions you wish to visualize in the Form Questions section by checking/unchecking these questions.
2. Select Edit in the Included Versions section to amend the versions of this form that are represented on the page. Click here for more information about form data analysis versioning.
3. Save Changes
Quick Navigation
There are four icons in the bottom-right of the Form Data Analysis page that offer quick navigation options. These are:
| Icon | Name | Use |
| Row data | View the data table for the page that is filtered based on the dimension filters you are using at that moment. If you need to export a list of the people that fit certain criteria you can do this through row data. | |
| Dimension Filters | Setup dimension filters; you can click on the charts to dynamically filter but this option can be used to set up complex filter criteria that can also be saved for future use. | |
| Page Outline | Quickly click on the links in the page outline to navigate to specific questions and filters. | |
| Page Information | Understand the data that is represented on the page and also the level of access that you have to this page. |
Exporting & Printing Survey Results
You can export all of the data provided in your form data analytics by following the steps below:
1. Set the dimension filters and date range on the form data page to display the data you are interested in.
2. Click on the row-data icon in the bottom-right of the page.
3. Select the export icon in the top-right of the table to export the row data into a CSV file.
You can also complete page export from the Form Data Analytics page to export all page information and charts into a slide deck, which can then be further edited for presentations and the sharing of this data. Learn more about the Page Export feature here.