Pulse Dashboards Basic Overview

About Pulse Dashboards

Dashboards allow you to report the results of your pulse over time. There will be a dashboard automatically created for your pulse results when you first launch your pulse.

There are 3 important steps to dashboard setup:

1. Specifying who will be able to view the dashboard.
2. Preparing messages to invite those users to the dashboard.
3. Preparing the dashboard itself.

Navigating to the Pulse Dashboard

To find your dashboard project so you can make edits, do the following:

1. Go to the Overview tab.
2. Select Pulse program dashboard.

Participants

Dashboard participants can be configured similarly to pulse participants. We only recommend uploading users that you’d like to be able to access the dashboard.

Adding Participants to a Pulse

• Import from file
  Qtip: See also Preparing Your Participant File for Import. You can ignore the sections about org hierarchies.
• Import from Global Directory
• Manually add participants

Managing Participants

Once your participants are uploaded, you may want to make changes, view information about them, and more. Check out the following pages for different actions you can take in the Program participants tab.

• Bulk Actions
• Participants Basic Overview
• Participant Information Window
• Participant Import, Update, & Export Messages
• Updating Participants
• Metadata
• Removing Participants

Roles

Roles let you set permissions for many dashboard users at once. This is how you determine what dashboards each participant has access to. You can also use roles to restrict what fields and sensitive data users can see in the dashboard.

For more, see the Roles (EX) support page.

Messages

In the Messages tab, you can invite participants to view the dashboard, or view information about past dashboard invites you’ve sent.

Sending the first dashboard invite

1. Go to Messages.
   
2. Click Send a message.
3. Select the dashboard you want to send.
   
4. Click Next.
5. Choose who to send the dashboard invite to.
   
   • Only send to users who meet the anonymity threshold: The anonymity threshold is a setting on the dashboard that determines when data displays in the widgets. For example, if only one person completed the survey, you might not want your engagement scores to display data, because then you will know for sure whose it is. When selecting this option, only users who are allowed to view data that meets the anonymity threshold will receive the invite. For more information on data restriction, see our support page on Role Permissions.
     Example: Your anonymity threshold is 10. One of your managers is only allowed to see data in his own unit, but only 5 of his direct reports have responded so far. If Only send to users who meet the anonymity threshold is turned On, this manager will not receive an invite, because he will have no data to view in his dashboard.
   • Custom participants: Use contact info, metadata, or role to specify which participants should receive the invite. Use the dropdown to add more conditions. Participants who meet any of the criteria you set will be included in the distribution.
     Example: In the screenshot below, participants who are based in either Germany or Australia will be included.
     
     Qtip: Conditions are always joined by “any.” You cannot change it so that “all” conditions must be true.
6. Click Next.
7. Add a from name so your participants know who’s sending the message.
   
8. Add a from email.
   Qtip: You can use whatever name you want (e.g., MyCompany@qemailserver.com), but the domain has to be a Qualtrics-approved one. This improves your email’s legitimacy and decreases the chances it’ll bounce. If your organization has a custom email domain set up, this will also appear as an option.
9. If your participants have questions, they might respond directly to the message. The reply-to email receives these responses.
10. Create a subject line for your message. The library icon lets you load a pre-saved subject line from your library.
    Qtip: Saving a subject in your library lets you translate it more easily. See our support page on translating library messages.
11. Add a message. We’ll include one by default that addresses the participant by name and provides them with a link and login information for the dashboard.
12. Click Next.
13. Choose when to send the message.
    
    • Immediately after completing these steps: As described.
    • Schedule for later: Pick a date, time, and time zone. You can also decide if you want the email to repeat. If so, you can add a schedule it should repeat on. You can also specify when the emails should stop being sent.
14. Click Next.
15. Review the content. Click Edit next to any field to go back and change it.
    
16. When you’re ready to send the distribution, click Schedule.

Managing Distributions

For each distribution you have sent (or have scheduled in the future), you’ll be able to see:

• The type of distribution (daily, weekly, etc.)
• The recipients
• The time the distribution was sent (or will be sent)
• The status of the distribution

If you click on a distribution, you’ll see even more information, such as the dashboard the invitation is for, when the distribution is planned to end, the distribution ID, and a series of metrics.

• Audience size: The number of participants that the message was sent to.
• Sent: The number of messages sent successfully.
• Failed: The number of messages that couldn’t be sent.
• Duplicates: The number of messages skipped to avoid being sent twice to the same user.

If you click the dropdown next to a distribution, download the mailing history, or delete the distribution. When you delete a scheduled distribution, it won’t send. When you delete a sent message, it will just erase the history of it from your project.

You also edit distributions scheduled for the future, or review the content of completed distributions.

Distribution History

When you download the email distribution history, it contains the following columns of information on each participant.

• PersonID: A unique ID for the participant that is generated by Qualtrics. This can be used to search for the individual in the Participants tab. Just paste the PersonID into the Search bar.
• First Name: The participant’s first name.
• Last Name: The participant’s last name.
• Email: The participant’s email as specified in the Participants tab.
• User Name: The participant’s user name as specified in the Participants tab.
  Qtip: While a participant’s user name is often their email, this may not always be the case. Be sure to double check the participant’s information in the Participants tab to confirm this information.
• Status: The status column helps you monitor whether the recipient received the message. Below is a descriptive list of possible status conditions.
  • Success: The email successfully left Qualtrics email servers.
  • Bounced: The email did not reach the recipient’s inbox. This could be for a number of reasons: the email address doesn’t exist, the receiving server has a high security firewall, the receiving mailbox is full, the recipient server is offline, etc.
  • Failed: The email failed to send. Usually, this is because the from address for the email is using an invalid email domain. To use a custom email domain in the from address, it must be configured for use in Qualtrics. See Using a Custom From Address for more information.
• Timestamp: The timestamp of when the participant’s status changed. This is displayed in ISO 8601 format in the UTC time zone.

Dashboards

The Dashboards tab allows you to create, copy, and remove dashboards. See Adding & Removing a Dashboard (EX) for more details.

To start editing your dashboard and viewing data, click the dashboard’s name.

Editing Pulse dashboards is the same as editing dashboards in other Employee Experience projects. Here are some resources to get you started:

• Reporting on Your Employee Engagement Project Results: An overview of dashboard building, from data mapping to widgets to configuring participant permissions.
• Dashboard Basic Overview (EX): Introduction to key dashboard features, such as page management, how to enable exports, filtering, and more.
• Widgets Basic Overview (EX): Everything you need to know about widgets, the charts and tables you use to visualize your data.
• Types of Employee Experience Projects: This table compares the different features each Employee Experience project has access to. If you’re ever unsure what’s included with a pulse, check this table.
• Adding Additional Dashboard Sources: Your pulse program will automatically map all of your survey sources for you. However, this section also has important information on how data across different sources will appear in the same dashboard.

FAQs