Skip to main content

Customize reports

ClarityLoop allows leaders to create, edit, and manage reports based on key performance and growth data. While the system provides default reports, teams can tailor these to track metrics that matter most to their goals.

Accessing reports and insights​

  1. Open Org > Actionable Insights from the sidebar.
  2. Select Add or Pick from Library.

Note: On the Community Plan, you can create up to 2 custom reports. Upgrading to the Professional Plan allows for unlimited reports.

Default reports provided​

ClarityLoop comes with several pre-configured reports to help get started:

  • Attrition risks: Flags individuals with declining feedback activity or sentiment.
  • Rising stars: Highlights team members with consistently positive feedback and strong growth patterns.
  • Potential leaders: Identifies individuals demonstrating behaviors aligned with leadership qualities.

These reports use common patterns and thresholds based on ClarityLoop's default settings.

Customizing reports​

image

Leaders can create or edit reports to focus on specific metrics that align with their team’s objectives.

Step 1: Create a new report​

  1. Click Add in the Insights section.
  2. Enter a report name.
  3. Choose the time range: 6 months, 1 year, or 2 years.

Step 2: Select data points​

Choose one or more data points to track:

  • Feedback received
  • Feedback given
  • Feedback with growth opportunities
  • Feedback sentiment score
  • OKR progress
  • Completed action percentage
  • 1:1 meeting participation
  • Level changes or promotions

Step 3: Apply filters​

Apply conditions to narrow down the results:

  • Equals (=), Greater than (>), Less than (<)
  • Date ranges (e.g., last 6 months)
  • Thresholds for numerical data (e.g., sentiment score > 6)

Example:
A manager wants to identify team members who have actively worked toward growth opportunities. They might create a report like this:

  • Feedback with growth opportunities ≥ 5 in the last 6 months
  • OKR progress ≥ 70%
  • Completed actions ≥ 80%

Step 4: Save and review​

Click Save Report. The new report will be added to the list and immediately populate based on the selected filters.

Editing or deleting reports​

  1. Select the report you want to modify.
  2. Adjust the name or filters as needed.
  3. Click Save Changes.

To delete a report, click the Delete icon next to the report.

Practical applications​

  • Tracking team engagement: Monitor how often individuals give or receive feedback.
  • Spotting growth trends: See who is actively pursuing growth opportunities.
  • Identifying performance risks: Use sentiment scores and activity data to flag potential challenges early.

FAQs​

Who can create or edit reports?
Only leaders with people reporting into them can access the Actionable Insights for their reporting tree.

How often are reports updated?
Reports refresh in real time when new data is added.

Can I modify default reports?
No. Default reports are fixed, but you can clone and customize them.

What if I hit the report limit on the Community Plan?
You'll need to delete an existing report or upgrade to the Professional Plan.

Next steps: