Description and Utility
the Explore Insights page allows supervisors and myFolio Admins the capacity to view a variety of consolidated information and activity across several platform functions. You can reach the page by clicking on "Insights" from the top navigation bar. Once on the Explore Insights page, click on any of the section titles to navigate to their individual insights page.
The following insight pages are available via the Explore Insights page:
- Year End Summaries
- Mindful Minutes
- Professional Development
- Goals
- Word Cloud
- Activity
See below for details pertaining to each individual insights page.
Year End Insights
Aggregated insights from Year End Summaries. Users can filter by the Custom Form used to document the meeting notes, time frame (myFolio Cycle), supervisor, and employee. Users can download a CSV file of the Year End Summary Insights including the employee name(s) and email(s), the date the respective note was published, and a summary of the note information. Users with no direct reports will only see their own data.
Mindful Minute Insights
Details and aggregated results from employee Mindful Minutes. Users can filter by "All Employees", "Direct Reports", or for specific employees. Users can also adjust the time-frame for the displayed data. Users with no direct reports can only see their own data. Users can also download a CSV file of the Mindful Minutes Insight Data on this page.
If an employee has an average sentiment of 3 or less, there will be a "Reach Out" clickable link that will open an email dialog pre-addressed to the employee.
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For more information about the Mindful Minute feature, visit the Mindful Minute resource article.
Professional Development Insights
List of your Professional Development items (and those of your direct reports if you are a supervisor). The page will display a summary of the total count of PDs, total hours, and total cost. Users can filter by group, supervisor, employee, view (everyone you can view or just your direct reports), status (planned, in progress, or completed), approval status, topic, and time frame (myFolio Cycle). Users can print a copy of this page or download a CSV file containing all of the associated data.
Goals Insights
Details of employee Goals. Supervisors and myFolio admins can filter the page by Group, Supervisor, Employee, View (everyone you have access to or Direct Reports only), Category, and Time Frame (myFolio Cycle). The page will display a total count of published goals. Click on the individual goal title to be taken to that goal. Users can print the information on this page or export a CSV file. Employees with no direct reports will only see their own data.
Word Cloud for Five Words
Word cloud of the Five Words your school's Folio users used to describe themselves. The size of each word corresponds to the frequency of use across users on the platform. Users can print out the Word Cloud and filter by Groups.
Activity Log
View all of the actions performed by school members. From Milestone completion, to Note creation/deletion, this page consolidates all platform activity into one place for streamlined review. Supervisors can only see activities for users in their supervisory chain. Users can filter by employee, supervisor, group, start/end date, and limit the activity to only Spotlights.
Users can receive an email summary of Activities by clicking on the blue "Email Preferences" button near the top of the page, designating their desired email frequency, and clicking the "Update" button.