Benchmarks are different from other data sources in that they do not follow filters set at report or share level. Other data sources are affected by those filters. For instance, if you create a report to share with each department of your company, then you want the shared report to be filtered to only show the data for a specific department, except of course, the benchmark for the entire company that is shown for comparison. That benchmark should not follow the filters like the rest of the report.
Dynamic benchmark settings:
- Filter: Optionally, set a filter for the benchmark. For instance, ‘last year’ or if your reporting is going to be on multiple levels, one of the in-between levels.
- Respect other filters: Normally you would not want a benchmark to respect other filters. There are some outlier exceptions which is why the option is here.
- Respect breakout: Select this option if you also want to show a benchmark value for each item in your breakout. For instance, in an HR satisfaction survey, you want to show the satisfaction for a department by gender. Then you would want the benchmark of the company to also have a breakout by gender.
The color of your benchmark can be set in the report style settings.