Best practice for sharing segment reports

This article provides best practice for selecting settings when sharing segment reports with managers and employees.

Filtering options

When sharing digital segment reports with, for example, managers, you can choose whether they should be able to filter the results.

Filtering means breaking down the data into smaller segments, for example by gender, age, or seniority. You can choose whether all filters can be used, no filters can be used, or only selected filters can be used by those you share the report with.

BEST PRACTICE

SMALL DATASETS: If the dataset is small (e.g. segments with fewer than 10 participants), we recommend disabling the filtering option. The purpose is to ensure anonymity.

For example, if a department consists of 7 men and 1 woman, it would be possible to identify the woman’s scores by first viewing the results for the entire dataset and then comparing them with the results for the Men filter.

LARGER DATASETS:  If the dataset includes more than 10 participants, we recommend the following principles:

1. Only allow filters that cannot isolate individual participants’ responses (as in the example above with gender).
2. Allow filters that provide real value for interpreting the dataset — for example, seniority.
3. Instruct managers in the ethical use of filtering, for example:
   • only use one filter at a time
   • avoid using filtering to guess who responded what
   • use filtering to identify patterns or hypotheses, not to draw firm conclusions. Example: “It may indicate that new employees experience less clarity,” rather than “New employees experience significantly less clarity.”

Sharing open-text comments with managers

BEST PRACTICE

Open-text comments are often very valuable for managers when interpreting the 

results in their reports.

Therefore, as a general rule, we recommend giving managers access to the

 comments associated with their report segments.

However, if the comments are of a nature that would not be constructive for 

managers to receive, you have the option to:

1. Enable the Hide comments in shared segments function when sharing digital segment reports.
2. Remove slides with open-text comments when sharing downloaded PowerPoint or PDF reports.

Sharing open-text comments with employees

BEST PRACTICE

We recommend being very cautious when sharing open-text comments with employees. Writing style and wording can quickly reveal who wrote the comment. Instead, you may choose to extract the key insights and themes from the critical comments in a way that does not make it possible to identify the author.

Read the guide on how to share or download the full report or selected segments.