Using the Performance Detail Report

This report provides a detailed view of user's performance data during a specific Performance Cycle. An Administrator can easily review a particular employee's appraisal details, or to view the details of a collection of user performance appraisal data filtered by Business Unit, Department, Project, Region, Role, and/or Supervisor.

NOTE: To view the Performance Detail Report, you must be a Performance Administrator.

Opening the Report

1. On the top toolbar, click the Modules  menu and select Reports.

2. On the left side of the Reports page under the Reports  section, click Performance to expand the list of available reports. 

3. Click on the Performance Detail Report.

2020-12-09_14-43-00 - Perf Det Rpt

2020-12-16_17-08-05

The Performance Detail Report opens and columns display as follows:

  • Name
  • Supervisor
  • Role
  • Business Unit
  • Department
  • Region
  • Project
  • Is Sup? (x= yes, blank = no)
  • Grade Type (Objective, Competency) 
  • Title
  • Emp Grade
  • Supv Grade
  • Employee Comment
  • Supervisor Comment

Working with the Report

Use the Toolbar Icons

Report Toolbar:

0806 - Report - Weekly Activity Report toolbar only with letters

Use the toolbar icons to refresh the page view, move through pages if it is a multi-page report, toggle the print view on or off, use search to find something specific on the report page, toggle between the full page and page width view, zoom in or out on the report, use parameters to look at the report from a different perspective, print the report, a or export the report.

Identify and locate the toolbar icon:

| Refresh page view 0807 - toolbar - A  |  Page number selector _ of X  0807 - toolbar - B  |  Toggle Print Preview  0807 - toolbar - C  |

| Toggle Search 0807 - toolbar - D  |  Toggle Full Page/Page Width 0807 - toolbar - E  |  Zoom Out 0807 - toolbar - F  |  Zoom In 0807 - toolbar - G  |

| Filter - Toggle Parameters Area 0807 - toolbar - H  |  Print  0807 - toolbar - I  |  Export  0807 - toolbar - J 

Back to top

What you can do with the report

Search the Performance Detail Report

1. Click the Search searchButtonRedemptionSummary  button on the report toolbar.

2. Type what you are searching for in the Find field. The matching results will appear in the Search dialogue beneath the field, and the selected result will be highlighted in the report.

2020-12-1_16-39-15 - SEARCH

Filtering the Performance Detail Report

The filters allow the Performance Detail to filter the report by the following attribute or combination of attributes: 

  • Cycle
  • Business Unit
  • Department
  • Project
  • Region
  • Role
  • Supervisor

To use a filter:

1. Click the Filter filterRedemptionSummary button on the report toolbar.

2. Select the filters you wish to use.

For example, select the previous cycle. The Cycle defaults to the current cycle. 

3. Click Preview previewRedemptionSummary to populate results.

2020-12-17_17-07-19 - EDITED

Print the Performance Summary Report

1. To print the Performance Summary Report, click the Print printRedemptionSummary button on the report toolbar.

Export the Performance Summary Report

1. Click the Export  0807 - toolbar - Export icon icon on the report toolbar. The drop down list will appear.

0806 - Report - Weekly Activity Report toolbar export types list

2. Click on the preferred export type. The file will be available to you in your downloads folder.