Survey highlights

Infer AI - Survey Highlights: 

Survey highlights simplify survey data into actionable insights, helping you understand what’s happening at a glance and enabling you to take meaningful actions. Here’s how you can navigate and use this feature effectively.

Accessing Survey Highlights

Log in to your ThriveSparrow account.
Open the survey for which you want to view the report.
Navigate to the AI Insights section and select Highlights.
You will now see the Survey Highlights Report generated by Infer AI.

The default report is automatically generated upon first access with the following default filters:

• Group By: Departments (default option)
• Score By: Favorability or percentage (based on your configuration)
• Drive By: Reporting factors (default option)

You can also download and share the report by clicking on the respective icons , which are covered in a later section of this article.

The report offers two views: Compact View and Detailed View.

To switch between the compact and detailed view, click on the dropdown and select the desired one. 

The Compact View displays the default report with concise text and visual graphs, while the Detailed View provides a comprehensive breakdown of each graph, offering in-depth insights.

Compact view 

Detailed view

First, let’s discuss the survey highlights reports. 

Key sections in Survey Highlights 

The survey highlights are broken into five sections, each designed to provide actionable insights:

1. Positive outcomes

This section identifies what is going well within the selected group or demographic. It highlights:

• Areas where scores and sentiments indicate strong engagement
• Topics that should be maintained and celebrated to ensure sustained success

2. Areas of improvement

This section focuses on areas that need attention. It highlights:

• Scores and feedback that indicate lower satisfaction or engagement
• Topics requiring immediate action to improve employee experience

3. Potential risks

This section flags areas that could pose a risk in the future. It identifies:

• Topics with neutral or negative sentiment that have the potential to worsen
• Emerging challenges that may lead to larger issues like turnover or disengagement if left unaddressed

4. Critical insights

This section emphasizes the most important findings critical to organizational success. It highlights:

• High-impact areas that contribute significantly to engagement and performance
• Opportunities to leverage strengths for long-term growth

5. Key drivers

This section pinpoints the most influential factors contributing to the overall survey outcomes. It highlights:

• The questions or reporting factors that have the highest impact on engagement
• Focus areas to drive meaningful change and improvement

Key Drivers- In detail 

Under Positive Outcomes, topics of reports are generated based on responses which are driven by questions or reporting factors(which you use).

Under Positive Outcomes, there are three subsections: Strong commitment & engagement, leadership and engagement(which are auto generated). 

Since the data is grouped by department, these reports compare your department with others in the organization, providing a consolidated view.

Note: 

We have explored the Positive Outcomes section in detail to provide a clearer understanding.

Similarly, for all key sections in the reports which includes positive outcomes, areas of improvement, potential risks, critical insights, key drivers- three such corresponding sub-sections are generated. 

Action Plan Creation

To view and create action plans, click on the “ 2 suggested Action Plans” 

Note: These recommended action plans are generated by default using AI

You will be able to view the recommended action plans

Double click on one of the action plans to edit it,  include your own action items and click save. 

Change Visualization 

To change the visualization, 

• In the graph visual, click on the three dots in the top-right corner.
• From the dropdown menu, select Change the chart types. .

In the pop-up window, choose your desired chart type and click Continue.

To hide a visualization, click Hide Visualization from the dropdown menu. The chart will be hidden from view.

New highlight creation 

To create a new highlight by yourself, 

Click on the new highlights in the top right corner, 

In the Create New Highlights modal,

Within the Choose Settings tab, you can personalize your report by adjusting the following options:

Group by

Choose how you want the data grouped. Options include:

• Departments (default)
• Teams
• Locations
• Job roles
• Other demographic categories available in the survey data

This flexibility allows you to focus on specific groups to derive actionable insights.

Note: Grouping works by comparing the selected groups against each other for each topic in the survey.

Score by

Select the scoring method to view your results:

• Favorability: Highlights the percentage of positive responses.
• Percentage: Provides raw percentage scores for a broader understanding

You can toggle between these options based on your preference or requirements.

Drive by

Determine how insights are generated:

• Reporting factors: Default setting that categorizes insights by overarching metrics such as engagement, satisfaction, or other survey factors
• Questions: Switch to question-level insights for a more granular analysis

Both options help you identify key trends, but reporting factors provide a broader overview, while questions focus on specifics.

Note: All the settings configured on this page must be completed before the report is generated. Once the report is created, these settings cannot be changed.

You can customize the topics displayed in the reports by toggling the checklist icon on or off. Simply select the icon and enable the topics you want to include in the report, and click Generate Highlights. 

You will see a "New highlights report generated" message, indicating that the changes have been applied. The updates will be reflected in the reports.

New topic creation

Click on the new topic icon. 

In the pop up, enter the desired prompt and click generate.  

The topic generated is added to the section and will be visible in the report. 

Next to the newly created topic Job Satisfaction (used here as an example) , click on the three dots menu. From there, you can choose to Edit, Hide, or Delete the topic.

By clicking hide, you will be prompted with the hide topic box, click yes, hide button. 

Once the topic is hidden, you can restore it by clicking on the box icon next to the topic, such as Job Satisfaction. 

Share and Download the report 

To share the report, click on the share icon. 

In the Share Report Link pop-up, there are two sharing options:

1. Anyone with the Link:
2. • Select "Anyone with the link" to allow open access.
   • Click Copy Link and save.

2. Password-Protected Access:
3. • Select "Password Protected" and enter a desired password.
   • Only users with the password can access the report.
   • Copy the link and click Save.

To download the report, simply click on the download button. The report will be saved to your device as a PDF.