Private Reports

What is a private report?

The following changes will happen when a private report is enabled

  • Each team member can only view their own responses and not others.
  • The team admins and report owner (person who created the report) can view all team members' responses on the Dashboard.

When to use private reports?

  • You want to check-in on your team members' physical & mental health.

    For example, during the COVID-19 crisis, checking regularly for symptoms and making sure employees don't overexert themselves mentally is important to organizational health.

  • You want to gather honest peer or management feedback from all team members.

    Team members may be reluctant to criticize their peers or share their opinions about management in public. Making your standup private can encourage team members to give their valuable insights regarding the team dynamic that you may not have known otherwise.

  • Some team members are working with sensitive information that shouldn't be known to the rest of the team. Such as a sales team with private deals.

How do I configure a private report?

To convert an existing report to the private setting, go to Reports > Edit > Visibility and Permissions, enable private reports, and select Update to finalize the change

Private Report Templates

To create a new report, you may select a pre-set template that has already been set as a "Private Report" or enable private reports manually using the same method as above. 

We have developed some common use cases and ready to use templates for our private report feature.

  • COVID 19 Check-in
  • Sales Report
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