---
title: Reading results and generating reports
description: Read favorability by theme, the heatmap by department and comments, then publish and export results and generate reports that are kept.
url: "http://illizeo.com/en/centre-aide/surveys-reading-results-and-generating-reports/"
updated: "2026-11-11"
category: "Surveys & Engagement"
---

# Reading results and generating reports

Once responses come in, the **Results & Analytics** screen presents the favorability of each theme, a comparison between departments and the free-text comments, always in aggregated form and above the confidentiality threshold. The **Reports** screen then turns these results into PDF, PowerPoint or spreadsheet files that are kept and can be downloaded. This article explains how to read each view, when results become visible, and how to share, export them and generate a report. It is intended for HR staff, administrators, managers and auditors.

## Before you start

- The Surveys module must be open to your account — see [Getting started with Surveys](https://illizeo.com/en/centre-aide/surveys-getting-started/).
- **Results — View (list)** opens the results screen. **Results — Comments (sentiment filter)** gives access to free-text comments: without it, the Comments view stays empty. Administrator, HR Manager, Manager and Auditor hold both at the Access tier.
- **Results — Export** shows the **Report** and **CSV** buttons (Administrator, HR Manager, Auditor).
- **Share results** at the **Execute** tier lets you publish the results of a survey set to manual publication (Administrator, HR Manager, Manager).
- **Reports — Generate (PDF/PPTX/CSV)**: at the Access tier you read the report history and download reports; at the Execute tier you generate them (Administrator, HR Manager).

## When are results visible?

Two conditions must be met.

- **The confidentiality threshold**: in a confidential survey, nothing is shown until the number of responses reaches the survey’s threshold (5 by default). The screen then says “Awaiting the minimum number of responses (n/threshold) to preserve anonymity.”
- **The display mode**, set in **Settings › Surveys › Configuration**:
  - **After survey closes**: results appear when the survey closes. Before that, the screen says “Results will be available once the survey is closed.”
  - **Real-time**: results are shown as soon as the threshold is reached.
  - **Manual publication**: results stay hidden until an authorised person clicks **Publish results**, or until the survey closes.

## Opening a survey’s results

1. Open **Surveys › Results & Analytics**: the screen shows the most recent survey.
2. For another survey, click the **Results** icon on its row in **All surveys**, or **Results** on its page.

![Results of the survey “Engagement collaborateurs — T1 2026”: the Closed and Confidential badges, the Report, Share and CSV buttons, the participation bar 12/42 (29%), five tiles (PMF Global 53%, Retention, Recommendation and Engagement at 0%, Total responses 12), then the Detailed results section in List view: the theme search, the favorability filters All, ≥ 75%, 60–74% and < 60%, the Default sort, and the table of themes Reconnaissance 67%, Management 71%, Équilibre 83%, eNPS 42% and Expression libre with their distribution, number of responses and questions.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-09.en_-scaled.png?resize=800%2C517&quality=80&ssl=1)
The List view: favorability and response distribution by theme.

The header shows the status, confidentiality mode, creator, date and cycle, then participation. The tiles give the **PMF Global** score, the favorability of the **Retention**, **Recommendation** and **Engagement** themes when the survey includes them, and the number of **Total responses**.

### How favorability is calculated

- For a 1-to-5 scale question, favorability is the share of answers 4 and 5.
- For a 0-to-10 NPS question, it is the share of scores 9 and 10.
- A theme’s favorability is the average of its questions. Questions without a theme are grouped under “Autres” (Other).

## The List view

1. Search for a theme in **Search a theme…**.
2. Filter by **Favorability**: **All**, **≥ 75%**, **60–74%** or **< 60%**.
3. Sort with **Sort**: **Default**, **Favorability, high to low**, **Favorability, low to high**, **Most responses first** or **Alphabetical**.
4. Click a theme to expand its questions: the favorability, distribution and number of responses of each; for a choice question, the count for each option.

The distribution bar runs from red (“1 — Strongly disagree”) to green (“5 — Strongly agree”).

## The Heatmap view

Click **Heatmap** to compare departments theme by theme.

![Heatmap view of the results: the Departments (All (1), Ressources humaines) and Themes (All (4), Reconnaissance, Management, Équilibre, eNPS) filters, the note 1 department × 4 themes = 4 cells, then the table Heatmap by department — Gap vs average with the Ressources humaines row (70%, 90%, 80%, 60% and their gaps) and the Avg. row, and the colour legend for the gaps.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-10.en_-scaled.png?resize=800%2C468&quality=80&ssl=1)
Only departments that reach the confidentiality threshold appear.

- Each row is a department, each column a theme. A cell gives the department’s favorability and its gap with the average, in points.
- The colour reflects the gap: red below the average, green above it; the legend gives the bands.
- The **Departments** and **Themes** filters narrow the table; **Clear** resets them.
- A department with fewer respondents than the confidentiality threshold does not appear: a small group cannot be singled out.

## The Comments view

Click **Comments** to read the answers to free-text questions. The number of comments is shown on the tab.

![Comments view: the Keywords… search, the sentiment filters All (11), Positive (5), Neutral (6) and Negative (0), three tiles Positive 5 (45%), Neutral 6 (55%) and Negative 0, then the list of the eleven comments of the Expression libre theme, each in quotation marks with its source question and a Positive or Neutral badge.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-11.en_-scaled.png?resize=800%2C788&quality=80&ssl=1)
Comments sorted by sentiment, without their authors’ names.

1. Search for a word in **Keywords…**.
2. Filter by **Sentiment**: **All**, **Positive**, **Neutral** or **Negative**. The tiles give the breakdown.
3. Read each comment together with the question it answers.

Comments never carry their author’s name. Below the confidentiality threshold, they are not shown.

## Publishing, sharing and exporting

- **Publish results** appears for an open survey set to manual publication whose results have not yet been published. One click makes them visible; the action is recorded in the activity log.
- **Share** copies the link to the results page; the message “Link copied” confirms it. Whoever opens it must themselves be allowed to see the results.
- **CSV** downloads the results aggregated by question.
- **Report** opens the **Generate a report** dialog: choose the **Format** (**PDF**, full report with charts; **PowerPoint**, one slide per question; **CSV**, aggregated data per question), then click **Generate →**. The file is downloaded without being kept.

On a survey’s page, the **Export** shortcut leads to the same place. Every export is recorded in the activity log.

## Generating a report that is kept

The **Reports** screen produces files that the module keeps, encrypted, so the team can find and download them later.

![Reports screen: step 1. Choose a survey with the survey “Engagement collaborateurs — T1 2026”, step 2. Report type with the five templates (Executive report selected, Detailed report, Team report, Presentation, Data export) and their format, the Generate report button, and on the right the Generated reports (0) card with the note No reports generated yet.](https://i0.wp.com/illizeo.com/wp-content/uploads/2026/11/sondages-12.en_-scaled.png?resize=800%2C381&quality=80&ssl=1)
Choose a survey and a template, then generate the report.

1. Open **Surveys › Reports**.
2. In **1. Choose a survey**, select the survey. Only surveys whose results are visible are offered; otherwise the screen says “No survey has visible results yet.”
3. In **2. Report type**, choose a template:
   - **Executive report** (PDF): summary by theme, strengths and areas for improvement;
   - **Detailed report** (PDF): every question, distributions, choices, comments and heatmap;
   - **Team report** (PDF): the detailed report, restricted to one department;
   - **Presentation** (PPTX): a title slide, then one slide per question with its figures;
   - **Data export** (XLSX or CSV): per-question aggregates in spreadsheet format, never one row per respondent.
4. In **3. Options**, depending on the template: include the comments and the heatmap or not, choose XLSX or CSV, or the department for a team report. Only departments that reach the confidentiality threshold are offered.
5. Click **Generate report**. The message “Report generated and saved.” confirms it.
6. Find the report under **Generated reports** and click **Download**.

## Good to know

- The screen, exports and reports apply the same rules: a report never shows what the screen hides.
- A team report applies the confidentiality threshold to the chosen department: a department that is too small cannot be singled out.
- No export contains one row per respondent.
- Every report generated and every export is recorded in the module’s activity log.

## Frequently asked questions

### Why does the screen show “Results pending”?

Either the survey has not reached its confidentiality threshold, or its display mode is waiting for the survey to close or for manual publication. The message under the heading gives the reason.

### Why is a department missing from the heatmap?

It has fewer respondents than the survey’s confidentiality threshold. It will appear once the threshold is reached.

### Can a manager generate a report?

Not with the roles as delivered: managers read results, but generating requires **Reports — Generate (PDF/PPTX/CSV)** at the Execute tier. The administrator can grant it in **Roles & permissions**.

### *Similaire*