The Performance/Evaluation modules offer a variety of reports to help you review information such as evaluation results, assignments, and more. To help you find the reports you may need, we have provided a list of the Performance-focused reports and their columns.
The reports page will also list reports that focus on General Use, Learning Management System, and Succession.
If you are unfamiliar with using the reports page, you can refer to the following dedicated article.
Click Reports towards the top-right. If Reports is not found in the top-right, then you may not have permission to access reports and may need to speak with your administrator.
Calibration Report
Used to see scores for evaluations that are not complete.
This report provides the following columns:
- Evaluation Name
- Employee Name
- Employee ID
- Manager Name
- Section
- Weight
- Section Score
- Weighted Score
- Status
Completed Evaluations
Will show all completed evaluations. This report does not currently allow filtering by the evaluation. If you want to filter by the evaluation, you will need to export the report to Excel.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Rater First Name
- Rater Last Name
- Evaluation
- Date Completed
Completed Evaluations by Department and Date
Will show all completed evaluations filtered by the Department and start/end date. This report does not currently allow filtering by the evaluation. If you want to filter by the evaluation, you will need to export the report to Excel.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Rater First Name
- Rater Last Name
- Evaluation
- Date Completed
Employee Goal Summary by Date Range
This report will present the number of incomplete and completed goals of an employee for the given date range.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Manager Name
- Department
- Job Code
- Incomplete Goals
- Completed Goals
Employee Goals by Due Date
This report will list the employee goals based on the due date.
This report provides the following columns:
- Create Date
- Employee
- Employee ID
- Location
- Manager
- Goal
- Goal Description
- Reviewed
- Start Date
- End Date
- Completed date
Employee With Incomplete Manager Evaluation
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Department
- Hire Date
- Rater First Name
- Rater Last Name
- Rater Email
- Evaluation
- Date Assigned
- Employee Sign Off Date Time
Employee With Incomplete Manager Evals by Dept Date
No data will display until you select a Department when running your report.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Department
- Hire Date
- Rater First Name
- Rater Last Name
- Evaluation
- Date Assigned
Employee With Incomplete Self Evals by Dept Date
No data will display until you select a department when running your report.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Department
- Hire Date
- Evaluation
- Date Assigned
Employee With Incomplete Self Evaluation
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Department
- Hire Date
- Evaluation
- Date Assigned
Employees With No Self Evaluation Assigned By Date
This report will list employee with no assigned self evaluations by the selected date.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Department
- Hire Date
- Manager First Name
- Manager Last Name
Evaluation Date Report
This report will provide the results from an evaluation.
This report provides the following columns:
- Ratee First Name
- Ratee Last Name
- Ratee Employee ID
- Rater First Name
- Rater Last Name
- Evaluation Form
- Evaluation Date
- Question Text
- Row Text
- Competency
- Score
Evaluation Question Answers
Shows answers to "Text Area" question types on an evaluation
Does not include comments on goals.
Must choose evaluation, then choose the question.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Evaluation Name
- Question
- Answer
Evaluation Question Answers By Department
Shows answers to "Text Area" question types on an evaluation
Does not include comments on goals.
Must choose evaluation, then choose the question.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Evaluation Name
- Question
- Answer
Evaluation Question Answers By Employee
Shows answers to "Text Area" question types on an evaluation
Does not include comments on goals.
Must choose evaluation, then choose the question.
This report provides the following columns:
- First Name
- Last Name
- Employee ID
- Evaluation Name
- Question
- Answer
Evaluation Section Scores
This report can filter by date range. This will show a breakdown of each section with the section score, section weighted score, and overall score. For example, if a review has three sections, three sections will show per final rater.
This report only shows the final rater scores
This report only shows completed evaluations
This report provides the following columns:
- Evaluation Name
- Employee Name
- Employee ID
- Rater Name
- Section Name
- Section Score
- Section Score (Weighted)
- Overall Score
- Complete Date
Evaluation Standard Deviation By Department
This report will list the standard deviations of employee evaluation scores by the selected department.
This report provides the following columns:
- Evaluation Name
- Employee ID
- Average
- Deviation
Goal Activity Report
This report will list goals and their recent activity. The 'Activity' checkbox can be used to filter the list to active goals.
This report provides the following columns:
- Employee First Name
- Employee Last Name
- Employee ID
- Employee Email Address
- Employee Job Code
- Department
- Employee Location
- Manager First Name
- Manager Last Name
- Manager Email Address
- Goal Title
- Goal Description
- Goal Status
- Goal Start Date
- Goal End Date
- Goal Due Date
- Activity
- Comment
- Commenter
- Comment Date
- Percent Complete
Goals Last Updated by Employee
Shows the last time a goal was touched for an employee
This report provides the following columns:
- Employee
- Employee ID
- Department
- Manager
- Hire Date
- Last Updated
- Last Evaluation Sign Off
Goals Not Updated by Date Range
This report can be filtered by a date range to show who has not added a goal within that time frame
Allows you to see who has not updated or added a goal in a specific period of time.
This report provides the following columns:
- Employee
- Employee ID
- Department
- Manager
- Hire Date
- Last Updated
Incomplete Evaluation Competencies By Employee
This report will list incomplete evaluation competencies by the employee for the selected date range.
This report provides the following columns:
- Employee
- Employee ID
- Location
- Department
- Job Code
- Manager
- Various Competencies.
New Goals by Date Range
This report will list new employee goals by date range.
This report provides the following columns:
- Create Date
- Employee
- Employee ID
- Location
- Manager
- Goal
- Goal Description
- Reviewed