Forum Discussion
Running engagement pulse checks in Teams, how do you track trends over time?
Your reporting problem comes from creating a new Form each month, which leaves each pulse in a separate response set. For a lightweight Forms approach, reuse one form, keep the rating questions and scales unchanged, and add a required reporting-period question such as Month. Create the form from Teams, SharePoint, OneDrive, or Excel for the web so responses remain linked to one Excel workbook. Build a PivotTable and chart from that table, using Month as the column dimension and each rating question as a value; future responses then extend the same dataset. Keep one team link and open or close the form only during each collection window. If your organization licenses Viva Pulse, it better fits recurring engagement checks: schedule or resend the same Pulse and preserve the questions so its report generates trend views. With only 20 staff, verify the minimum-response threshold before relying on Viva Pulse reporting.