The Reports section allows you to print a report of all reviews within a chosen date range, in either a PDF or Excel format.
The following Reviews Reports are available in PDF or XLS file formats:
- Reviews
- Reviews grouped by Manager
- Reviews grouped by Employee
- Reviews grouped by Position
To access Reviews, expand Settings from the menu, expand Performance Management, and click Reviews. Then click the Reports tab.
To create a report, click the Filter icon, choose that Start Date and End Date for the range you need and click the Refresh button. Then choose which report you want and click on either the PDF or Excel icon, depending on the format you require.
Details of the review are not included in these reports. It is a print out of the data on the Reviews screen that includes, Employee, Reviewer, Review date etc.
| Report Name | Description |
|---|---|
| Reviews | Displays a a list of Review Records with Review Dates between the selected date range. |
| Reviews grouped by Manager | Displays a list of Review Records with Review Dates between the selected date range grouped by Performance Manager |
| Reviews grouped by Employee | Displays Review Scores for employees by Review Date (one record per employee per review date) |
| Reviews grouped by Position | Displays a list of Review Records with Review Dates between the selected date range grouped by Position |