Use hierarchy and downline views

Attributes slice the org sideways. Hierarchy slices it the way it actually runs, by who reports to whom. Drill into any manager’s branch and see the PSindex® picture for exactly the people under them.

Before you start

• You need the admin role.
• Your participant file must include reporting relationships, configured as a hierarchy. Without one, the hierarchy controls don’t appear. See Set up attributes and hierarchies.

Drill into a branch

1. Open the survey’s results and select Group results by.
2. Under Show Hierarchy, choose your hierarchy. The heatmap rows become managers.
3. Select View downline on a manager’s row to drop into that branch. The heatmap now scores only participants under them.
4. Keep drilling to go deeper, or step back up to widen the lens.

Choose the downline depth

With a branch selected, the depth control sets how far below the manager to include:

• Downline: Direct Reports Only, just the people who report straight to this manager. The cleanest read on one team.
• Direct Reports + N Levels, the manager’s reports plus everyone the chosen number of levels beneath them. Use this for a director’s or VP’s whole organization.
• All Levels, everyone beneath the manager, however deep the chart runs.

Depth changes the population, so it changes the scores. A VP’s directs may be thriving while the levels below them are not. Checking both is the entire point of this view.

See the whole tree in the org chart

Switch the view from Heatmap to Org chart to read the same results as a reporting structure.

1. Drag to pan. Use the zoom controls, or Fit, to frame what you want.
2. Select a node to expand it. Branches load as you open them, so a large organization stays responsive.
3. Use Find a manager to jump straight to someone rather than hunting for them.

Each card carries the manager’s name, their PSindex® score, the number of people in that downline, and the number of teams under them. Select a card to open that downline’s report next to the chart, the same panel you get from a heatmap row. See Open a team report.

Participants who aren’t in the tree

If a participant’s manager wasn’t included in your upload, they can’t be placed under anyone. The org chart reports how many people this affects and lets you review them. Their responses still count in Overall, but they appear in no downline, so a branch total can be smaller than you expect. Before launch, fix it by adding the missing managers to the participant file; see Prepare and upload your participant CSV. After launch, reassign them on the org chart page; see Fix your survey’s org chart.

If your chart has more than one person at the top, the org chart opens on Everyone, with one card per top leader. Open a card to see that leader’s teams.

Confidentiality still applies

Branches with fewer responses than the survey’s response-count threshold (default 3) don’t produce a score, exactly as in the flat heatmap. A frontline manager with two respondents won’t produce one. Widen the depth or move up a level to get a reportable population. See Read the heatmap.

Use it well

Downline views make results personal. This is a named leader’s organization, not an anonymous cut. Share a branch view with that leader as the start of their own work, not as a scoreboard. To give a leader their own downline, see Share survey results.