Reports & exporting data – Pl

There are a range of out of the box reports and dashboards. All user data can also be easily exported.

Where are the reports

To access the reports,

Click the Reporting tab to the left of screen

You will see the following dashboard with reporting options outlined below.

Each report module has a similar structure, but also different configuration options based on the type of report.

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Change the timeframe of a report by selecting the calendar input on the top right corner. The data goes back two years.

System Activity

View summary of activity across the system. Includes page views, module access by role/ department /location

Activity Logs

Details on individual access of different sections of the platform(user, date/time, page accessed, proxy access). Can be used to audit user activity.

Module activity (Fast Feedback, Plans, Objectives)

General activity across a specific module, over defined time periods

People Review Compliance

Shows how users are progressing through a specific review. Can be filtered by role, department or location.

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The ageing summary tells you if users are engaging with the process. If the bulk of incomplete reviews have not been updated recently, some serious nudging is required!

People review ratings

Analyse how ratings are distributed. This can be done on ratings provided in a review, and from contributor (360) feedback

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Use this report to moderate ratings (e.g. compare supervisor and employee ratings) or create grids

Exports

You can also export user data and all form inputs into Excel documents, for analysis, archiving or internal reporting.

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Our most popular reports are the People Review Data (used for compliance and review analysis) and Employee Data (to review and bulk update user data)

Below are our most common reports

People review data (all data relating to a particular review cycle, in Excel). Will show user names, roles, supervisor, contributor nominated (if any), review stage (e.g. step 1, step 2), last update and all review inputs.

People review PDF export (export all PDF reports related to a particular cycle). Note that this exports existing PDFs only, it will not re-generate PDFs. Depending on the number of users in a cycle, this could take awhile to run ☕

People review contributor feedback PDF export (export all contributor feedback- PDFs, either attributed or anonymised versions)

People review contributor feedback data (all contributor feedback comments from a specific review cycle, in Excel)

Employee data (a list of all employees, roles, departments, email address and supervisor information, in Excel)

Objectives (a list of all objectives and objective updates, in Excel)

Fast Feedback (all feedback given and requested, in Excel)