We've introduced a new monthly report that gives admins a clear view of participation across their organization. This report helps you track how departments, teams, and individual managers are engaging, and see how that participation changes over time.
You can select and compare data from any month in the last two years, sort the information to suit your needs, and export a CSV file for further analysis.
Navigating to the Participation by Group Report
Global admins can easily access this report from the admin dashboard.
Click on Reports in the main admin toolbar.
Select the Participation by Group link from the reports menu.
You will now be able to view the participation report and toggle between views.
Giving & Receiving View
This report helps you measure and understand how your groups (departments, locations, roles) are using Bonusly. This report answers key questions like:
Which groups have the highest (or lowest) participation?
What are the differences in participation rates across our groups?
How has participation for each group changed over time?
How does a specific department's participation compare to the rest of the company?
How does our company's engagement stack up against other companies?
Admin can segment Giving & Receiving and Managers & Teams by any custom property they have listed in their user data. Select a group using the dropdown menu at the top of the page in the Group by field.
Here's a breakdown of the key features and how your data is displayed.
Users: Total users listed in the department at any point in the selected timeframe. When multiple months are selected, this is the monthly average.
Participation: Percentage of users in each department who have given or received recognition in the timeframe selected. This include add-ons, comments, awards, celebrations, and incentives.
Users giving peer-to-peer: Percentage of users in each department who gave recognition to their teammates using peer-to-peer posts, add-ons, and comments. Awards are not included.
Users receiving: Percentage of users in each department who have received recognition in the timeframe selected, including peer-to-peer posts, add-ons, comments, awards, celebrations, or by claiming an incentive.
Participation 1-month change: Month-over-month percentage change in participation rate by department. If the timeframe of this report is 1 month, this column will reflect the change from the previous month.
Note: If multiple months are included in your selected timeframe, this column will reflect the change from the first month selected to the last month selected.
Participation Trend previous 12 months: Monthly participation percentages from the last 12 months. Export this report to see the data reflected in this column.
Recognition given peer-to-peer: Number of recognitions given peer-to-peer between users, including posts, add ons, and comments.
Recognition received: Number of recognitions received, including, posts, add ons, comments, awards, celebrations, and claimed incentives.
Average giving rate peer-to-peer: How many times an average user gives peer-to-peer recognition each month.
Viewing and Exporting a Detailed Trend Chart
From the Giving & Receiving report, find the department you want to analyze.
In the Participation 12mo trend column, click the expand chart button.
A larger version of the chart will open, showing a detailed view of that department's participation over the past 12 months. The chart also includes a benchmark line for the Bonusly average and the Entire Company average.
To share this chart, click the Export button to download it as a JPG or PDF file. Whatever data segment is selected will be included in the data export file.
Benchmarking Your Performance
Use the benchmark rows in your reports to understand your team's performance in context:
The Entire Company row shows you how your team compares to the rest of your organization.
The Bonusly Average row provides a valuable look at how your team compares to other companies using Bonusly.
Compare groups
Click the compare button at the top right of the Giving & Receiving Page to open an exportable chart that can compare up to 5 groups at one time.
Manager & Teams View
The Managers & Teams report is designed to help you analyze how managers are engaging with their teams in Bonusly. This report answers key questions like:
How involved are my managers in giving recognition?
Which managers are not recognizing their entire team?
Do managers with more engaged teams also have more engaged direct reports?
Note: For Managers & Teams, users must have a manager email attached.
Here's a breakdown of the key features and how your data is displayed:
Mangers: Number of managers listed in this department, as of the last day of the last month selected.
Note: When multiple months are selected, this is the monthly average. Past managers will appear in months when they were part of the group on the last day of the month.
Direct reports recognized by manager: Percent of direct reports each manager has recognized. When multiple months are selected, this is the monthly average.
Direct reports: Number of direct reports with a manager listed, as of the first day the month selected. When multiple months are selected, this is the monthly average. Past direct reports will appear in months when they were part of the group on the first day of the month.
Direct reports not recognized by manager:Users connected to managers who were not recognized by their manager (through either posts or comments) during the selected period.
Direct reports giving peer-to-peer: Percent of manager’s team who gave recognition to their colleagues through recognition posts, add-ons, or comments. Awards are not included.
Direct reports recognition given peer-to-peer: Total amount of peer-to-peer recognition given by direct reports, including posts, add ons, and comments.
Direct reports recognized by manager previous 12 months: Previous 12 month trend of percentage of of direct reports recognized by each manager.
Viewing Managers and Direct Reports
Click on the arrow next to a specific department to expand each department to view the managers in that department.
Hover on the Direct reports not recognized by manager to see unrecognized users
Note: These users do not appear in the export.
Managers with a blank department appear in an “Other” row, that is also expandable
Selecting a Timeframe
You can view data for a single month or a date range.
To select a single month, click on the month you want to view.
To select a range, either choose a predefined range (like "Last 6 Months") or select a start and end date to create a custom range up to 12 months.
The date picker will only display data from the past 24 months.
Note: If you're a new user and don't yet have a full calendar month of data, the date picker will be disabled until enough data is available.
Exporting Data
Click the Export button to download the data from your current report view. The exported file will be a CSV and will reflect the timeframe and sorted order you have selected.
Export Details
Giving & Receiving Report: The CSV will include participation data for the previous 12 months, matching the trend chart displayed in the report.
Managers & Teams Report: The CSV will have separate columns for departments and manager names, helping you analyze the data more easily.
You'll see a message on your screen when the download starts and again when the report is complete.
