Creating a Report

Whether you’re having a monthly check-in, quarterly update, or semi-annual performance review, you can create a report to summarize and comment on a team member’s performance.

Generating a Report

Managers and administrators can create reports. Reports are meant to be dynamic, allowing you to adjust the date and edit information before sharing or finalizing.

Building a Report

Here's a quick video on how to create a report:

Steps for creating a report:

1. Navigate to the appropriate team member's dashboard, scroll to the bottom and click Create Report in the Reports section.
2. Select the appropriate date range then click Save Report in the Actions dropdown menu
3. Read through the Review Comments, Feedback, and My Notes section before adding any notes (+Add Note button)
4. Go through each Performance Category, reading through the Top 5, Bottom 5, and Historic Reviews, adding notes as necessary
5. Add a Summary Note to wrap up the evaluation
6. (Optional) Share the report with others to have them review and add their own notes
7. When done, open the Actions dropdown to Complete or Export the report.

Completing a report simply locks in the data and prevents new comments from being added.

Exporting a report provides you with a PDF version of the information. The export gives you a digest of the performance data, not including any sensitive historic information.

Sharing a Report

When a report is created, you can share it with the employee or other team members for them to review and provide their own notes. It's important to note that when sharing, some employees will have varying visibility of the report depending on their system permissions and relationship with the employee.

You can share or un-share reports as necessary:

When a user is shared on a report they will see a message notifying them off access and linking them to the report builder. Unless the report is unshared, that team member can view the report on their own dashboard.

Report recipients or those with general access (managers and administrators) can then view the report and provide their own commentary.

Completing and Re-Opening Report

If you're done making edits, you are able to Complete the Report to prevent any changes from taking place. This can be accessed from the Actions dropdown menu.

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Once closed, the report will be listed as "Finished" in the Reporting Table on the User Dashboard. It will remain here for access in the future.

If you need to re-open a report to make additional comments or edit the date range, you can do so by opening the report and selecting Re-Open Report in the Actions dropdown menu.

Exporting a Report

When you're done editing and adding notes to a report, you're given the option to export as a PDF. To do so, click the Actions dropdown menu and select Export PDF.

You'll have a couple of options regarding the export.

1. Scores or no scores - this determines if the PDF should include numeric metrics for category scores or not. If not, the PDF will include qualitative labels and emojis to represent performance ("Meets Expectations" 😃). You may want to hide scores for a 1:1 conversation if your team does not typically show scores on user dashboards.
2. Compact or full report - the compact report does not include all of the historic reviews, preserving reviewer anonymity, and is typically used for 1:1s. The full report includes all historic reviews and is typically used for record keeping. This version is a larger export.

The output will be a multi-page PDF formatted in a print-friendly document: