Essential Team Reports - Step by Step
📊 The Essential Team Report is an editable, professional report suitable for managers and can be generated directly from your live dashboard.
💡 To create an Essential Team Report, you need the right access. Please contact your Hive platform admin.
To create your Essential Team Report;
Step one: Filter survey dashboard
- Navigate to the Survey Results dashboard in Hive.
- Apply Filters (e.g., Department or Team) to isolate the specific group you want to view.
💡Pro Tip: The report is generated based exactly on the audience you have filtered on your screen.
Step two: Configure your report
- Go to the Reports tab and select Essential Report.
- Configure your report and use the "Add Context" box to tell the AI what is happening on the ground.
- Include recent events like a project launch, team restructure, or busy period. This ensures the AI narrative reflects your team's reality, not just the raw numbers.
Step 3: Download & Review
- Click Generate; your report will be saved in your Exports folder.
- The deck is an editable PowerPoint so you can refine the language, add your own internal terminology, or adjust the tone before your team meeting.
💡 To learn more about how to make the most out of your Essential Team Report visit - Essential Team Report