> For the complete documentation index, see [llms.txt](https://guide.mymodone.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.mymodone.com/how-do-i.../assess-engagement.md). # Assess Engagement Assess Engagement (Insights) helps you understand team member engagement in depth and find where to improve. Assess Engagement — shown as **Insights** in the navigation — is where you go to understand engagement in depth: how specific people, jobs, or locations have participated over a period you choose. Where Engagement Watch answers "who needs a nudge this week?", Assess Engagement answers "how is engagement trending, and where are the patterns?" Use it when you want to compare groups, find a location or crew that's consistently behind, prepare for a review, or dig into one person's history. When you instead need a formal, downloadable training record for an individual — for an audit or an HR file — use the Microlearning Log; Assess Engagement is built for analysis, not recordkeeping. The tool works in three steps: set the scope, run the analysis, then read and refine the results. ### Analysis Settings Start by telling Assess Engagement who and when to analyze. * Set the Team Member scope by choosing the Locations, Jobs, and Roles to include. * Click the "Timeframe" dropdown to choose the start and end date of the analysis. Available choices include: * Month to date * Quarter to date * Year to date * Last Month * Last Quarter * Last Year * Last 3 Months * Last 12 Months * Click the "Analyze Engagement" button to start the analysis process.

{% hint style="info" %} The analysis process may take a few moments to complete, depending on the time period selected and the number of team members included in the analysis. {% endhint %} ### Review and Refine Results Once the analysis is complete, the results appear in a table sorted by last name, with summary engagement statistics across the top. Read it from the top down. The summary statistics are the headline — overall engagement for the group you selected. The table breaks that down person by person. Click any row to expand it and see exactly which content that team member was offered during the timeframe and how they responded — the fastest way to understand *why* someone's numbers are low, not just that they are. Click any column heading to sort by that data element.

### Filter Results Filters turn the analysis into a focused worklist — a way to answer a specific question instead of scanning the whole table. For example, add a Content Engagement criterion to isolate everyone below a threshold, or filter by Location to look at a single site. To set a custom filter, click the "Add Criteria" button. A dropdown will appear that allows you to select a criteria. The available criteria include: * Attend Engagement * Content Engagement * Job * Last Name * Location * Role * Training Engagement {% hint style="info" %} The available criteria will vary based on your specific account settings. {% endhint %} Once you select the criteria, two additional dropdowns will appear. The first is an "operator" dropdown (e.g., equals, does not equal), and the second is a dropdown or input field that sets the specific value. Click the "Apply" button to filter the analysis results.

After deleting or updating a filter, click the "Apply" button to update the results. Clicking the "Reset" button will revert to the initial analysis results. In addition to filtering the results using custom criteria, engagement columns can be toggled on or off by clicking the checkbox beside the desired column name. Toggle off the columns that don't matter for your question so the ones that do stand out.

### Download Results To share the analysis results or conduct further analysis, click the

icon to download the analysis results as a CSV file. ### Common questions **How do I review how an employee has been engaging over time?** Open Insights from the side navigation, apply filters (job, location, time period), and click Analyze Engagement. You'll see a table of employee engagement history, including quiz scores; click any row to see that person's responses to each piece of content in the timeframe. Use Insights to analyze patterns; use the Microlearning Log when you need a formal, downloadable training record. {% hint style="info" %} **Need this as a file?** See [Data Exports](https://guide.mymodone.com/how-do-i.../data-exports) for every CSV download in modONE, what each one contains, and how to filter before exporting. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://guide.mymodone.com/how-do-i.../assess-engagement.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.