What is Manual Group Analysis?
Manual Group Analysis is a feature that allows you to create custom employee groups and download Engagement Survey results as a CSV file or data sheet. Because you can group any users across departments and attribute categories, you can conduct purpose-specific analyses, such as for employees scheduled to leave the company or high performers.
Available Roles
The Manual Group Analysis feature is available by default to Administrators and System Owners. Action Plan Managers can use this feature only when the permission is granted through custom permissions.
What You Can Do with Manual Group Analysis
With Manual Group Analysis, you can perform the following operations.
- Create a group by specifying an analysis name, users, and survey cycle
- Download the results of a created group as a CSV file
- Download the results of a created group as a data sheet (PDF)
- Change a group's analysis name
- Add or remove survey cycles for aggregated results
Please refer to the following articles for instructions.
- Create a Manual Group Analysis Group
- Download Manual Group Analysis Results
- Manage Manual Group Analysis
Differences from Custom Tabulation
Both Manual Group Analysis and custom tabulation allow you to aggregate results for multiple users, but the method used to specify users differs.
Table | Comparison of Custom Tabulation and Manual Group Analysis
| Custom Tabulation | Manual Group Analysis | |
| How Users Are Specified | Specified by a combination of departments and attributes | Enter email addresses or IDs directly |
| Group Composition | Users within the boundaries of departments and attributes | Any users across departments and attributes |