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HRSD CSAT Monthly Reporting – Average Satisfaction Score by Service and Country

Sirri
Tera Guru

Hi All,

I am working on an HRSD reporting requirement and would appreciate guidance on the recommended reporting approach.

Business Requirement

We need to create a monthly CSAT report that shows:

  • Average survey satisfaction score submitted by employees after HR case closure.
  • Include only non-lifecycle HR cases.
  • Ability to group and/or filter results by:
    • HR Service
    • HR Subject Person Country

Current Understanding

The survey data appears to be available in both:

  • asmt_assessment_instance
  • asmt_metric_result

The satisfaction score is stored in survey assessment records, and we need to relate those results back to the associated HR Case.

Questions

  1. What report type would be most appropriate for this requirement?

    • List Report
    • Aggregate Report
    • Pivot Table
    • Database View
    • Performance Analytics
  2. Which table would be the best reporting source?

    • asmt_assessment_instance
    • asmt_metric_result
    • Survey Response tables
    • sn_hr_core_case
  3. What is the recommended way to retrieve the following attributes from the survey records?

    • HR Service
    • HR Subject Person → Country
  4. Is a standard report sufficient for this use case, or would a Database View or Performance Analytics solution be recommended?

  5. Has anyone implemented a similar monthly CSAT reporting solution in HRSD and can share best practices or sample configurations?

Any guidance, screenshots, or examples would be greatly appreciated.

Thank you in advance for your help.


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