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Copilot employee experience outcomes (Glint) report

The Copilot Employee Experience Outcomes (Glint) report is a preconfigured Power BI report in Microsoft Viva Insights that enables organizations to explore how Copilot usage in your organization influences employee experience outcomes as measured by Viva Glint survey data. This report provides a data-driven view of the relationships between Microsoft 365 Copilot and how people feel at work. The insights surfaced help organizations understand the 'people impact' of Copilot. They show patterns of engagement, highlight successes, and point out areas that may need more attention or support. These findings guide strategies to boost Copilot adoption and improve the overall experience.

With this report, you can:

  • Visualize employee engagement outcome differences by copilot usage: Assess whether employees who use Copilot more frequently tend to report higher—or lower—Glint survey scores on key engagement and sentiment outcomes compared to users who use Copilot in a lower frequency. This analysis helps uncover the potential impact of Copilot usage on employee experience, while also revealing how highly engaged employees may influence broader Copilot adoption.

  • Drill into specific outcomes or groups: You can filter and group the data by various organizational attributes (like department, region, etc.) to see how the Copilot usage vs. employee engagement sentiment relationship holds for different segments of your workforce. By drilling into specific groups—such as those teams with favorable engagement scores—you can uncover best practices and usage behaviors that strongly influence employee engagement at the group level.

  • Support data-driven decisions: Understanding the usage-to-outcome relationship enables leaders to make data-driven decisions. Whether it’s through training, change management, or workflow redesign, you can tailor strategies to boost Copilot engagement in underutilized segments—ultimately improving both productivity and employee experience

Before you get started:

  • Your survey data imports from Glint to Viva Insights through an integration. Your admin needs to set up this integration. Ensure that the measured population has Survey data available in Viva Insights.

  • To populate the report in Power BI, you need to set up, and successfully run the predefined and templated Copilot Employee Experience Outcomes (Glint) query in Viva Insights.

Prerequisites 

Before you can generate and view the Copilot Employee Experience Outcomes report, make sure you have the following prerequisites in place:

  • Licensing: Make sure the employees you would like to include as part of the measured population have a Viva Glint license and a Microsoft 365 Copilot license assigned.

  • User role: You need to be assigned the Insights Analyst role in Viva Insights Advanced Insights. This role is required to run the necessary analysis and access the Power BI templates for advanced reports.

  • Power BI Desktop: Install Power BI Desktop (December 2022 or newer) on your computer. The Copilot outcomes report is delivered as a Power BI template file (.pbix) that you open in Power BI Desktop. To ensure compatibility with the template, make sure you have the latest version. If you have an older version, uninstall it and download the latest Power BI Desktop.

  • Advanced insights data partition access: If your Viva Insights advanced data is partitioned, ensure you have access to the correct partition where the data resides (your admin usually handles this requirement). Also verify that Copilot usage data is available in advanced insights – it should automatically flow from the Copilot service into the analytics dataset as part of Copilot Analytics integration. If not, coordinate with your admin to enable Copilot usage telemetry in advanced insights.

Once all requirements are in place, you’re ready to use the report.

Report setup

Run query

  1. In the Viva Insights analyst experience, select Create analysis.

  2. Under Power BI templates, navigate to Copilot Employee Experience Outcomes (Glint) and select Set up analysis. The template can also be found under the Copilot section.

  3. Under Query setup:

    1. Type a Query name.

    2. Type a Description (optional).

    3. Select a survey for analysis. You can download the query results as a .csv file for Viva Glint surveys that had raw data export enabled when the survey was set up. Otherwise, you are prompted to contact your Viva Glint administrator for more information, or select a different dataset. Learn more about raw data export. The zip file includes the following output:

      • CategoryToMetricMapping: This file includes .csv file that includes the Glint Question to Viva Insights Metric mapping used for the report. This mapping is specific to the Power BI template and can be used as needed for custom reporting.

      • HR: This file includes the .csv organizational HR attributes associated with each user included in the query output.

      • MetricOutput: This file includes the .csv Viva Insights metrics associated with each user included in the query output.

      • SurveyMetadata: This file includes the .csv survey metadata for the selected survey.

      • Survey Output file using report ID: This file includes the .csv survey response output for the selected survey for each user included in the query output.

        Screenshot that shows the survey output file.

    4. Change the metric rule (optional). To set a new metric rule, select More settings. Then, pick a new rule from the list. For more information about metric rules, see Metric rules.

      Note

      You’re not able to edit the date range or turn on auto-refresh for this report. This report analyzes data 90 days before and after the survey closed. To work, it needs at least 30 days of data before the survey started. The More settings pane also contains Group by settings. Power BI queries are set to Group by Week, and you're not able to edit this field.

  4. Under Predefined template metrics, view the list of preselected metrics, which appear as gray tags. These metrics are required to set up the Power BI report and you can’t remove them. You can add other metrics by selecting Add metrics. Under the Is active filter, select Add condition, then select your organizational data.

    Important

    Low-quality or missing organizational data might affect your metrics and result in warnings or errors. Learn more about data-quality notifications in Data quality in the analyst experience.

  5. Under Select which employees you want to include in the query, choose a filter to identify the employee group you’d like to focus on. We set one filter for you. You’re not able to add other filters.

  6. Under Select which employee attributes you want to include in the query, add your organizational attributes. Once the query runs, use these attributes to group and filter the reports.

    Important

    This Power BI query needs specific attributes to run, and we preselected them for you. These attributes appear in gray and you can't remove them. We might also include some attributes to improve the relevancy of your results, like "Organization," but aren't required for your query to run. These attributes appear in blue and you can remove them. If you notice attributes marked with yellow warnings, that attribute's quality is low. If you notice attributes marked in red and the query's Run button disabled, then your organizational data is missing that attribute. Learn more about attributes and data quality in Data quality in the analyst experience.

  7. Select Run on the upper right side of the screen. The query might take a few minutes to generate.

    1. When your query results are ready, go to the Query results page and select the eye symbol above Power BI to view the report.

Access query results

You can access the report in two different ways: 

  • View the report in the browser. Use this option if you only want to View the report. 

  • Open the Power BI template in Power BI desktop and connect to your query results. Use this option if you want to customize the report or share it with others in your organization by publishing the report to the Power BI Service.

View report in the browser

To view the report in the browser, go to the Analysis results page and select the eye icon in the View column. Select Open in new tab if you want to keep the report in the background while doing other tasks.

Open the Power BI template in Power BI Desktop

  1. Go to the Analysis results page and select the Power BI icon in the Actions column to download the Power BI template and get the query and partition identifiers. You need these identifiers later. 

  2. Open the downloaded template. 

  3. If you're prompted to select a program, select Power BI. 

  4. When Power BI prompts you: 

    1. Paste in the partition and query identifiers. 

    2. Set the Minimum group size for data aggregation within this report's visualizations in accordance with your company's policy for viewing Viva Insights data. 

    3. Select Load to import the query results into Power BI. 

  5. If prompted by Power BI, sign in using your organizational account. Power BI then loads and prepares the data. For large files, this process might take a few minutes.

Important

You need to sign in to Power BI with the same account you use to access Viva Insights. If available, select Organizational account from the left. You might have to sign in more than once.

Screenshot that shows signing into Power BI on the Organizational account tab.

Report settings

Report-level settings

 View and set the following parameters on the Settings page. You are introduced to the settings when first loading the Copilot employee experience outcomes report. You can also adjust the report settings as you go through the report pages through the Settings icon on the top-right corner of each page. 

  • Copilot usage category settings – Customize the default Copilot usage categories. Copilot usage categories are based on the average number of Copilot actions taken each month. The default thresholds for Low, Medium, and High usage are set by the 25th and 75th percentiles.

  • Report language – Change the language for your report.

Page-level settings

On each report page you are able to find the following settings at the top of the page: 

  • Apply filters (optional) – Select the organizational attribute and values you want to use to filter the employees shown in this report.

On some of the report pages or cards you are able to find two more settings: 

  • Group by – Select the primary group-by attribute shown in all the report pages. You can change this attribute at any time and all report pages show group values by the new attribute. 

  • Employee engagement outcome metric filter – Select the business outcome metric for which you’d like to focus the insights on the respective card or page.

About this report 

The Copilot employee experience outcomes summary report includes the following report pages to help you better understand the relationship between Copilot usage and your business outcomes.

Copilot relationship to employee experience

This page provides an initial overview of Glint employee experience outcome scores for employees who use Copilot for Microsoft 365 more or less frequently. This Microsoft WorkLab article shows how the use of Copilot is already affecting business goals across different functions at Microsoft.

Screenshot that shows relationships between copilot usage and employee experience outcomes

How to read the report

  • The survey outcome scores by copilot usage category heatmap visual on the left lets you quickly compare key employee engagement survey outcomes in Glint across Copilot usage groups. The copilot usage groups are based on the average number of copilot actions taken per month. For a given outcome (for example, Engagement), each cell in the heatmap shows how that copilot usage group’s score differs from your organization’s overall score. Positive numbers (blue) mean the group scored higher than the overall average; negative numbers (orange) mean they scored lower. If you see larger positive numbers in the High usage column and smaller or negative numbers in Non‑usage, it’s a signal that higher Copilot use may be related to better results for that outcome. Use the biggest gaps to spot where Copilot is most closely associated with improved employee experience and opportunities to grow adoption. For each Glint survey outcome with an overall score, scan across the row from inactive usage to high usage to see how results change with higher usage. Focus on outcomes and groups showing the largest positive differences for High usage. Apply filters (for example, function, region, level) to check whether the pattern holds in your priority segments. If your usage categories need tuning, adjust them in Customize usage categories and review the relationships based on the updated categories.

    Important

    These differences were not evaluated for statistical significance. Also, Copilot usage is unlikely to be the only variable responsible for any metric differences shown in this report, especially at the beginning of your organization’s AI transformation. Differences between groups and business conditions, including role responsibilities and seasonality, might influence business outcome scores. Additionally, the amount of time it takes for AI to impact any given metric varies.

  • As a report user, you can toggle between the heatmap and list views. While the heatmap view allows you to observe how Glint employee experience outcomes vary across all Copilot usage groups, the list view identifies the two Copilot usage categories that show the largest positive difference in employee engagement scores, comparing a higher usage group to a lower usage group for each key employee engagement outcome.

  • The Top features used by Employees with favorable employee experience outcomes card on the right summarizes the top Copilot features used by employees who responded favorably for a given employee experience survey item in Glint. The bar chart shows the average number of monthly actions for each Copilot feature. This metric includes only employees who have favorable employee experience outcomes in Viva Glint.

  • Apply filters such as Organization, Job Function, or Value to focus on priority segments and uncover targeted insights. Customize usage categories if needed to better reflect your organization’s adoption levels.

Identify how Copilot usage influences a specific employee experience outcome 

This page allows you to focus on a particular survey item in Glint and explore the influences of Copilot usage patterns.

Screenshot that shows the relationship between copilot usage and a specific employee experience outcome

How to read the report

  • The engagement score by Copilot usage section on the left displays details about the chosen employee experience survey item, presenting the average scores for that outcome across different Copilot usage groups. It also highlights the key insight: which two usage buckets show the largest positive difference between a higher and lower usage group. Use this section to observe how engagement changes from non-users to high Copilot users.

  • The Survey outcome scores by copilot usage category heatmap on the right lets you group by a specific HR attribute (ex: Job Function) and compare key employee engagement survey scores across Copilot usage groups for each attribute value. Positive numbers (blue) indicate higher-than-average scores. Negative numbers (orange) indicate lower-than-average scores. Scan across each row to see how scores change with increased Copilot usage. Focus on larger differences across usage groups—these differences might indicate where Copilot is influencing employee experience.

  • Switch between Glint survey items from the dropdown to analyze a specific outcome (for example, Engagement, Work life Balance, Learning, Focus etc.). Apply filters such as Organization, Job Function, or Value to focus on priority segments and uncover targeted insights. Customize usage categories if needed to better reflect your organization’s adoption levels.

  • As a report user, you can switch between heatmap and list views. The list view identifies the two Copilot usage buckets with the largest positive difference in employee engagement scores for each HR attribute value, comparing a higher usage group to a lower usage group.

Glossary

The Glossary pages provide definitions for the terms and metrics used throughout this report, covering both Copilot and Viva Glint.

Power BI tips, FAQs, and troubleshooting

Learn more about how to share the report and other Power BI tips, troubleshoot any issues, or review the FAQ.