Best practice annual report
Getting started
- To insert a chart or table using your analytics data, click on the 'Insert analytics data' icon above. You can choose between In detail (report questions) or Over time (reports over a period of time)
- You can also switch between a chart or table.
- To insert a custom table, click the 'Insert table' icon above. You can customise your table using the drop downs.
Introduction
Start your report with information and context for the reader.
Below are some suggestions:
- Purpose of this insight report and period of time it covers
- How reports are handled (could be a flowchart or explanation)
- Any actions taken since the last insight report, if this isn't the first
- Steps taken to prevent unacceptable behaviours
Data insights
Overview
Below are a list of charts/ tables you could include. Add a title or caption for each.
Total number of reports compared to previous time period
[Insert an 'Overtime chart' here]
- Use the comparison year dropdown
- Include an overview of reports for that time period
Number and % of anonymous v named reports for the period
[Insert an 'In detail' chart here]
- In the Report question drop down, select Report form
- Enter the start and end date in the date range drop down
- In the settings, turn on Percentages and Values
% of anonymous v named reports year on year comparison
[Insert an 'In detail' chart here]
- In the Report question drop down, select Report form
- Enter the start and end date in the date range drop down
- In the settings, turn on Percentages and Values
Who is reporting?
Below are a list of charts you could include. Add a title or caption for each.
Relationship to organisation
[Insert an 'In detail' chart here]
- In the Report question drop down, select Relationship to organisation
- Enter the start and end date in the date range drop down
Departments
[Insert an 'In detail' chart here]
- In the Report question drop down, select departments
- Enter the start and end date in the date range drop down
Incident types
Please note that people can select more than one option for incident type
Below are a list of charts/ tables you could include:
Number of reports received per incident type
[Insert an In detail table here]
- Select In detail tab
- In the Report question drop down, select Incident type
- Enter the start and end date in the date range drop down
- Select table
Incident type reported split by relationship to organisation
[Insert an In detail table here]
- Select In detail tab
- In the Report question drop down, select Relationship to organisation
- In the Split data dropdown, select Incident type
- Enter the start and end date in the date range drop down
- Select table
Incident type reported split by department
[Insert an 'In detail' table here]
- In the Report question drop down, select Department
- In the Split data dropdown, select Incident type
- Enter the start and end date in the date range drop down
- Select table
Reasons for reporting anonymously
Please note that people can select more than one reason
Below are a list of charts/ tables you could include:
Number of each reasons for reporting anonymously
[Insert an "In detail' table here]
- In the Report question drop down, select Anonymous reason
- Enter the start and end date in the date range drop down
- In the settings, turn on Percentages and Values
Number of each reasons for reporting anonymously split by relationship to organisation
[Insert an 'In detail' table here]
- In the Report question drop down, select anonymous reason
- In the Split data dropdown, select relationship to organisation
- Enter the start and end date in the date range drop down
- Select table
Number of each reasons for reporting anonymously split by department
[Insert an 'In detail' chart here]
- In the Report question drop down, select Anonymous reason
- In the Split data dropdown, select Department
- Enter the start and end date in the date range drop down
Demographic data
Please be aware, demographic data should be included in a way that avoids any identification of individuals. This can be done by grouping or only publishing in numbers greater than 5.
Below are a list of tables you could include:
- Select In detail tab
- Select a report question
- Enter the start and end date in the date range drop down
Gender
[Insert an In detail table here]
- Select In detail tab
- In the Report question drop down, select Gender
- Select table
Age
[Insert an 'In detail' table here]
- In the Report question drop down, select Age
- Select table
Sexual orientation
[Insert an 'In detail' table here]
- In the Report question drop down, sexual orientation
- Select table
Ethnicity
[Insert an 'In detail' table here]
- In the Report question drop down, select Ethnicity
- Select table
Disability
[Insert an 'In detail' table here]
- In the Report question drop down, select Disability
- Select table
Religion
[Insert an 'In detail' table here]
- In the Report question drop down, select Religion
- Select table
Case outcomes
Below is a table you could include:
Number of cases per outcomes
[Insert an 'In detail' chart here]
- In the Report question drop down, select Outcome
- Enter the start and end date in the date range drop down
Action plan
Below is a list of possible content to end your report on:
- What are the next steps
- How the data in the report will be used - i.e. Policy changes or informing senior boards/trustees etc