Report Overview
The Branch/Dept Snapshot report introduces a new approach for analyzing your survey data. Unlike MemberXP's other reports, which sort data by the employee's assigned coach team, this report groups data by the branch where the survey experience occurred. This allows you to monitor and measure performance at each branch, helping to identify areas for improvement.
The Branch/Dept Snapshot report lists all branches, regardless of whether they received survey responses. This contrasts with MemberXP's other reports, which only display a team or employee if they have survey responses. Additionally, the Branch/Dept Snapshot report is unique in that all surveys remain assigned to the branch where the survey experience occurred, and do not move, even if the employee transfers to a new team.
Where to Access the Branch/Dept Snapshot Report
Within your MemberView portal, go to the 'Reports' section to access the report generator. In the 'Report Type' drop down menu, choose 'Branch/Dept Snapshot.' Then, select the desired date range or preset time span (e.g., Last Quarter, Last Year, Year to Date, etc.) that you wish to view, and click 'Run Report.'
How to Use the Branch/Dept Snapshot Report
Once the report is generated, you will see a list of your branches along with the total number of completed surveys and KPI scores for each branch. This enables you to view results by branch and make comparisons. Similar to other reports, demographic and additional filters can be applied for more detailed analysis.
At the top of the report, there is a 'Branch/Dept Field Updated [Date]' field that indicates when MemberXP started updating and maintaining branch data for your credit union. MemberXP recommends using this date as the earliest starting point for running this report to ensure accuracy.
Although users cannot filter by employee or individual survey on this report, there are ways to obtain additional details. To identify the surveys and feedback contributing to a branch's score, you can use the Surveys and Comments report and export function.
When the Branch/Dept Snapshot report is activated, a 'Branch/Dept' field is added to the individual surveys found in the Surveys and Comments report. This enables users to see which branch or department each survey is associated with. By exporting the Surveys and Comments report, you can filter the data by branch to review comments and gain additional insights, helping to pinpoint specific areas for improvement.
If you would like to learn more about the Surveys and Comments report and how the export function can be used, click here.
