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Customize reports

Custom reports let Leaders, HR, and managers define the exact pattern they want to monitor, then track matching people continuously.

Open report builder​

Go to Team > Actionable Insights. Then choose:

  • Add to build a report from scratch
  • Pick from Library to start from templates

Add Insight

Start from templates (fastest path)​

Built-in templates include:

  • Rising Stars
  • Attrition Risks
  • Potential Leaders

You can use them as-is, then adjust filters and thresholds for your team context.

For workspace owners, this is a fast way to compare different reporting lines using the same lens.

Build your own report​

Each report includes:

  • report name
  • time window: 6M, 1Y, or 2Y
  • one or more criteria combined with AND logic

Available criteria fields​

  • Feedbacks Received
  • Feedbacks Given
  • Feedbacks Given with Growth Opportunities
  • Sentiment Score
  • Goals Score
  • Completed Actions Percentage
  • Current Level
  • Structured 1-1 checkins
  • Promotions

Operators and limits​

  • operators: =, >=, >, <=, <
  • numeric values only
  • up to 9 criteria per report
  • duplicate criteria pair (same field + same operator) is blocked
  • field values are validated by metric range (for example Sentiment/Goals 0-10)

Read results and act​

When you expand a report, you get matching team members for the selected reporting line. Click a person to open their line report details and continue with coaching actions.

If you are a workspace owner and have not selected a lead yet, results will stay empty until a reporting line is selected.

Edit or remove reports​

You can edit name, timeframe, and criteria anytime. You can also delete reports you no longer need.

Non-obvious tuning tips​

  • If results are too broad, tighten thresholds first before adding more criteria.
  • If results are empty, widen timeframe (for example 6M -> 1Y) or soften one threshold.
  • Use one report per decision type (risk, recognition, readiness) to avoid mixed signals.

Plan limits​

On the Community plan, you can keep up to 2 insight reports. On Professional, report creation is not capped by that limit.

Next steps​