Reports

Review Appraisal Summary

The Review Appraisal Summary offers a powerful feature that allows you to export feedback responses for a specific review type. This enables you to extract and analyse the feedback data in a structured manner.

  This Summary report will display the employee's most recent review (of that type), however if you require the report to include all reviews, then refer to the Review Appraisal Overview report.

With the Review Appraisal Summary report, you can streamline your analysis by focusing on specific questions and their corresponding responses across the organisation. For instance, if there is a review question related to suggested changes within the company, you can extract and report on the responses to this specific question, gaining a comprehensive view of the organisation's collective feedback.

Moreover, you have the flexibility to export responses per persona, such as the reviewer or the reviewee, providing deeper insights into the perspectives of different stakeholders. 

To view the report, navigate to the Objectives and Reviews area of the platform in MANAGE mode and select the REPORTS tab.

🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:

Insights ➡️ Report

The Filter by Review Template drop-down will ask you to select the review type i.e Annual Appraisal (this is mandatory). You can also utilise the Audiences Included in Scores drop-down to view the feedback question responses per persona.

The icons in the top right-hand corner of the screen will help you find the information you need:

Hides/unhides filters
Hide/unhides columns
Refreshes the report
Exports report to CSV
Closes the report

 

Utilising the text and date filters at the top of the page will refine the search criteria, making it easy to locate specific information for the most relevant and desired results. 

The following fields are captured within this report: 

Field Name Description
Person The person assigned to the review (Reviewee)
Role The reviewee's role
Manager The reviewee's line manager
Department The reviewee's department
Review Status Confirms whether the review is Open or Closed/Complete
Due Date The review's due date
Review Score KPI Displays as an arrow to compare against the previous review score (of the same review type)
Review Score The review's score derived from the Reviewer's scoring
Previous Score The previous review score (of the same review type)
Questions The report details the scoring and answers for each individual question