Introduction & Purpose

This article outlines how data is captured, visualized, and reported in NextGen Pulse sessions — with a focus on Get Togethers. Reporting is a core strength of Pulse, enabling real-time insights for both participants and stakeholders without requiring additional post-session surveys.

This guide covers how to:

Link data-generating components to reports
Set up session-level summaries
Use dashboards for organizational analysis

Target Audience

Facilitators – Monitor live engagement and feedback
Program Managers / Consultants – Export reports for client delivery
Content Authors – Link inputs to data components correctly
Learning Designers – Track learning effectiveness over time
Sponsors / Stakeholders – Interpret dashboard insights

Sectioned Structure

1. Data-Capturing Components

Data is collected via input components including:

Brainstorm (Input, Rating, Debrief)
Single Choice / Multiple Choice
Moment Choice
Range & Rating
Ranking Prioritization
True/False
Action Plan

Each component must have a unique Input ID that is reused by its corresponding Results or Reporting block.

2. Reporting Components

Component-Level Results

Display visual feedback immediately after an activity
Must match the original component’s ID (e.g., brainstorm_teamtrust)
Chart types: Pie, Bar, Stacked Bar, Grouped Bar

Brainstorm Analytics

Rating: Participants “like” the best responses
Debrief: Filter, spotlight, or use AI clustering for themes

Moment-Based Analysis

Moment Feedback: Shows detailed rationale for decisions
Moment Results: Visualize decision spread and allow “Show Feedback” toggle

Range & Rating

Supports multiple questions
Displays group average per item + individual markers
Optional heatmap view

Action Plan Reports

Aggregates participant actions by topic (if tagged)
Includes due dates and themes
Currently local to each session (not cross-session)

3. Session Report

A one-page summary of all selected activities
Auto-generates after linking component IDs
Includes:
- Session stats (registrations, completions)
- Charts and summary text for each linked component

Up to 9 activity IDs can be linked in a single Session Report.

4. Dashboards & Insights

Dashboards aggregate data across cohorts, teams, and sessions:

Filterable by demographic tags (role, region, tenure)
Includes metrics like:
- Participation
- Engagement
- Sentiment & ratings
- Thematic clustering (AI)
Built using Power BI or internal tooling

Note: Dashboards require full demographic tagging to enable filtering. User Tags must be completed by participants.

5. Privacy, Exports & Limitations

Participant names are anonymized in charts unless explicitly shown
Export options vary by component (e.g., .csv, dashboard embed)
Feedback fields and response comments are included in exports
Some dashboards require coordination with Digital Support Team for large-scale rollouts

Watchouts & Considerations

Always link correct Input IDs between input + results components
Chart appearance is inherited from source components
Session Reports are limited to 9 activities
Dashboards depend on demographic completion
Data is local to each Pulse session unless exported externally

Reporting & Analytics in Get Togethers