Administration Tools

• Accessing Administration Tools
• User Management
• Inviting a New User
• Active Members
• Team Settings
• Role Management
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Code Management

• Accessing Code Management
• Bundles
• Creating a Code Bundle
• Individuals
• Codes
• Email Templates
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CliftonStrengths

• Accessing CliftonStrengths
• Summary Tab
• Reports Tab
• Resources Tab
• Connections Tab
• Teams Tab
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Cascade

• Getting Started
• Cascade Theme Table
• Cascade Team Grid Report
• Cascade Theme Frequency Report
• Cascade Theme Spark Report
• Cascade Team Summary Report
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Teams Tool

• Accessing the Teams Tool
• Creating a New Team
• Creating New Teams via CSV File
• Editing a Team
• Editing Teams via CSV File
• Team Member Roles
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Surveys

• Accessing Surveys
• Create a New Survey
• Copy Survey With Trending Data
• Copy Survey Without Trending Data
• Review Tab
• Build Tab
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Loading Survey Respondents

• Distribution Options
• Uploading a CSV File
• CSV File Fields
• CSV File Errors
• Creating Reporting Groups
• Viewing and Editing Respondents
• See all 9 articles

Survey Reports

• Accessing Reports
• Viewing a Survey Report
• Overview Tab
• Questions Tab
• Customize Metrics
• Heatmap Tab
• See all 9 articles

Employee Lifecycle Reports

• Accessing and Viewing Reports
• Overview Tab
• Questions Tab
• Individual Response Tab
• Text Analytics Tab
• Exporting Lifecycle Reports

Advanced Data Tool

• Accessing the Advanced Data Tool
• Customize Analysis
• Analysis Overview
• Layouts
• Exporting Data

Organizational Analytics Tool

• Accessing the Organizational Analytics Tool
• Hierarchy Tab
• Comparison Tab

Advanced Configuration Tool

• Accessing the Advanced Configuration Tool
• Bivariable Reporting
• Comparison Colors
• Database Comparisons
• Default Measures
• Gallup Metrics Reporting
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Action Planning

• Action
• Plans Tab
• Tasks Tab
• Creating an Action Plan
• Creating a Task
• Team Monitoring
• See all 11 articles

Mobile App

• Getting Started
• Home Screen
• CliftonStrengths
• Gallup AI
• Survey Reporting
• Action Planning
• See all 7 articles

Artificial Intelligence (AI)

• Gallup AI
• AI, ML and Gen AI on Gallup Access