How to Customize Overview Page Reporting

Last updated: December 10, 2025

Quick Summary
Workspace admins can tailor the Engagement Overview page by pinning, reordering, or hiding KPIs, Themes, and question scores.

Customization happens in Engagement → Customize surveys, and the final order can be adjusted directly on the Overview page.

Steps

  1. Go to Engagement → Customize surveys → Questions / Themes / KPIs.

  2. Pin a metric by clicking the pin icon on the left of the item you want to highlight.

  3. (For Themes and KPIs) Set visibility by clicking the edit icon on the right → open the Visibility dropdown → choose the employee group (team, department) that should see the metric, or select Hidden to remove it from reporting.

  4. To order metrics on the Overview page, open Overview → scroll to Key metrics & score drivers -> click Customize view → drag items into the desired order → click Save order.

  5. Remember: pinned metrics also appear on the Heatmaps page when Overview is selected as the measurement.

Tip: Use visibility settings to tailor what different groups see without changing your overall metric structure.

Common Issue
If a metric does not appear on the Overview page, check:

  • Whether the metric is set to Hidden under its Visibility settings.

  • Whether the user belongs to the employee group selected for that metric.

Fix: Update the Visibility dropdown or adjust pinned items to ensure the correct metrics display.

FAQ

Q: Do pinning changes affect all users?
A: Yes, pinning is workspace-level and updates the Overview and Heatmaps views for all users.

Q: Can I make Themes/KPIs visible for only certain employees?
A: Yes. Use the Visibility dropdown on each metric (Theme/KPI) to control what appears for different employee groups.

Q: Does pinning or changing the order of metrics affect survey data?
A: No, it only updates what is displayed on the Overview page.

Need more help?
Contact support@teamspective.com