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

Nov20
Dec31
Jan21
Feb23
Mar20
Apr28
May21
Jun26
Jul20
Aug17
Sep4
Oct15

Total number of reports compared to previous time period

  • Use the comparison year dropdown
  • Include an overview of reports for that time period

Number and % of anonymous v named reports for the period

A hate crime144
An assault144
Bullying149
Discrimination138
Harassment170
I'm not sure145
Other154
Sexual misconduct144

  • 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

Buddhist67
Christian58
Hindu49
I don't know57
Jewish58
Muslim64
None54
Other46
Prefer not to say52
Sikh50

A long standing illness or health condition such as cancer, HIV, diabetes, chronic heart disease, or epilepsy68
A mental health difficulty, such as depression, schizophrenia or anxiety disorder45
A physical impairment or mobility issues, such as difficulty using arms or using a wheelchair or crutches47
A social/communication impairment such as a speech and language impairment or Asperger’s syndrome/other autistic spectrum disorder58
A specific learning difficulty such as dyslexia, dyspraxia or AD(H)D51
An impairment, health condition or learning difference that is not listed above52
Blind or have a visual impairment uncorrected by glasses51
D/deaf or have a hearing impairment58
I don't know48
No known impairment, health condition or learning difference64
Prefer not to say45

Age58
Being disabled or having a long-term condition61
Being trans/non-binary66
Caring responsibilities56
Ethnicity/race61
Gender58
Having children/being pregnant58
Nationality42
Other54
Religion/belief56
Sexual orientation56

  • 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

Back

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