The Performance report has two tabs, the Company and the Employee tabs, respectively. The report can be filtered by period (1): 

• Last 6 months
• Last 12 months
• Custom period, of up to 36 months.

Company 

The Company tab shows an overview of the performance review results (2), grouped by question and shown in donut chart form. 

• The “Feels valued” section reports on the first question asked of employees. 
• The “Best work” section reports on the second question asked of employees.
• The “Contribution” section reports on the first question asked of the employees’ managers.
• The “Engagement” section reports on the second question asked of the employees’ managers.

Click on any section to select it. Below each section’s chart, you can see the possible answers and the percentage of responses organized by answer. Hover over any part of the selected donut chart (3) to see the number of responses for each possible answer. 

The Company tab also shows a percentile distribution of answers for the two questions asked to employees, grouped by Department, Division, Location, Gender, Age, or Seniority (1). Hover over any part of the bar chart to see the answer it represents (2). 

Employee 

In this tab, the report can be further filtered by Name, Job title, Division, Department, Location, and/or Type of employment (1). 

In grid view (2), the Employee tab shows an XY scatter chart of Value/Engagement. Employees are distributed in the chart based on the answers given by their managers to the first and second questions asked in their most recent performance review.

Select any employee’s image (3) to see the Value and Engagement metrics for each of their performance reviews compared on a scale of 1 to 5. 

In list view (4), you will get the same information for your employees organized in list form. The Value and Engagement columns will show the employees’ metrics for their most recent performance review on a scale of 1 to 5. Select any employee’s Value or Engagement score (5) to compare their performance to previous reviews or cycles. 

Click the export button at any point (6) to export your report in xlsx format.