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Reports - Historic Data Page

The central place to track employee engagement trends over time, effortlessly.

Alex Jovanovic avatar
Written by Alex Jovanovic
Updated over 2 months ago

Table of Contents


Introduction to Historic Data page

Historic Data Page serves as a centralized hub to track employee engagement trends over time, enabling leadership to analyze patterns, track progress, and save time.


Click on the Reports in the Navigation bar and choose the Historic data option, and you will be redirected to the page in the HeartCount application.


Metrics

Charts display results collected from pulse check surveys distributed within the selected period. By choosing a time frame longer than a Pulse Check, the view changes.

  • Participation rate

  • Response rate

  • Team Pulse

  • Active Members - represents the total number of active employees in the chosen period

  • Inactive Members - represents the total number of inactive employees in the chosen period (difference between data points shows the number of deactivated employees)

  • Highly Negative employees

    • For Pulse Check periods: This represents the number of employees who entered the highly negative zone during the current Pulse Check period, as well as those who were already in the highly negative state from previous Pulse Checks and remained there.

      Example: For the Pulse Check period starting on March 21, 2025, both existing highly negative employees and all newly identified highly negative employees who entered the highly negative zone at any point during the response window (before pulse check expiration) —whether they responded on the 21st, 23rd, 26th, or by 11:00 AM local time on the 28th—will be included in the total count.

    • For other periods: The number of employees who were already marked as highly negative employees, entered the highly negative zone before the end date of the selected period and either remained there or exited within the selected time range.

  • Previously Highly Negative - Left highly negative zone

    • For Pulse Check periods: This represents the number of employees who entered the highly negative zone prior to the Pulse Check period and exited it during the active Pulse Check timeframe.

    • For other periods: The number of employees who entered the highly negative zone before the end of the selected period and exited within that time range.

  • Comments - Number of comments

  • Given praises Number of praises

  • Well-being

  • Feedback and recognition

  • Personal advancement

  • Job satisfaction

  • Attitude towards the company

  • Relationship with management

  • Relationship with colleagues

  • Productivity and efficiency

Bold metrics will not be available on a weekly basis

View may differ depending on your company settings.


Historic Data filters

  • Team - view company results or choose one of the teams from the dropdown

  • Date – select a timeframe: Pulse Check, Month, Quarter, Semiannual, or Year

Trendline charts list last 13 results for the chosen period.

i.e . Upon choosing Month as a timeframe from the date picker, chart displays data for the last 13 months (a year).


Historic Data Pro Tips

  • Export to PDF in a printable format

  • Choose a monthly time frame to view trends within the last year

  • Choose a team from the dropdown to compare its results to the company (Admins) or Your assigned teams (Manager)

  • Spot the number of deactivated employees by comparing data points on the Inactive members graph


Historic Data Insights

  • Birds-eye view of key metrics over time

  • Dashboard highlighting value spikes and drops, focusing your attention on key items

  • Turnover trends - number of employees showing early signs of dissatisfaction

  • Feedback volume - what’s the workplace buzz

  • Peer2Peer recognition trends

  • Changes in workforce numbers

  • Engagement categories progress

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