Peer & Parent Reporting (Studio)

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Peer and Parent Reporting

Peer and parent reporting can help you see how your KPIs stack against other units within the organization based on your organization hierarchy’s structure and your position in it. You can use the insights from these reports to determine if there is a call for action.

Peer reporting shows data for siblings, or hierarchy nodes, that share the immediate parent with you. For example, peer reporting lets you compare your location to other locations in your region. Parent reporting shows data for levels above you in the organization hierarchy, starting at your level and going all the way to the root node level. For example, parent reporting lets you compare your location to your region.

You can switch between peer and parent reporting modes. For more information, see the Setting the Personalization Type for Parent Reporting section (step 5) below.

Setting Up a Dashboard for Peer and Parent Reporting

Attention: This action requires a Manage Settings permission.
Attention: To enable peer and parent reporting, the organization hierarchy must be published and synchronized with the content provider that hosts your data. For more information, see Organization Hierarchies in XM Discover and Managing Organization Hierarchies. Your Discover representative can help configure the publication of the organization hierarchies.
Navigate to the dashboard.
Personalize the dashboard using the previously published organization hierarchy you wish to use for reporting.
Add 2 reporting widgets to the dashboard: 1 for peer reporting and 1 for parent reporting.
Group data by the previously published organization hierarchy in the widget for peer reporting and the widget for parent reporting. For more information, see the Grouping Data by Organization Hierarchy for Peer and Parent Reporting section below.
Set the personalization type for parent reporting.

Grouping Data by Organization Hierarchy for Peer and Parent Reporting

Click Edit to open the dashboard in edit mode.
edit button in dashboard
edit button in dashboard
Expand the actions menu at the upper-right of the widget for peer reporting or the widget for parent reporting.
3 line button expanded in upper right of widget
3 line button expanded in upper right of widget
Select Edit.
Click the plus ( + ) icon next to Organization Hierarchy in the Groupings section.
option
option
Click the organization hierarchy to move it to the Applied Groupings section.

Setting the Personalization Type for Parent Reporting

Qtip: You don’t need to set the personalization type for the widget for peer reporting as peer reporting is enabled by default.
To set the personalization type to Parent for the widget for parent reporting, click Edit to open the dashboard in edit mode.
edit button in dashboard
edit button in dashboard
Expand the actions menu at the upper-right of the widget for parent reporting.
3 line button expanded in upper right of widget
3 line button expanded in upper right of widget
Select Edit.
Click the gear icon in the Applied Settings section in the Definition tab.
gear icon
gear icon
Select the Parent checkbox in the Personalization Type section to set the personalization type to Parent.
window where you set peer options
window where you set peer options
Qtip: To switch to peer reporting, simply select the Peer checkbox in the Personalization Type section.
Qtip: The peer reporting option is enabled by default.
In the Inclusion List, you can select the checkbox next to the individual hierarchy level or levels that you wish to include in the report.
Qtip: Alternatively, you can deselect the checkbox next to a hierarchy level to exclude it from the report.
Click Update.
update button
update button
Click Ok at the bottom-right of the Edit Widget window.
ok button
ok button
Click Save at the upper-right of the dashboard.
save button
save button

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