Using the Performance Summary Report
This report provides a summary of all users' performance data during a specific Performance Cycle so an Administrator can easily review the status of all employee's data within the cycle.
Opening the Report
Navigate to the Waffle Menu- Select- Reports- Performance- Performance Summary
NOTE: To view the Performance Summary Report, you must be a Performance Administrator.
Choose the Filters and select apply

Select the blue (here) link to be taken to your report:

The Performance Summary Report opens and columns display as follows:
- External ID
- First Name
- Last Name
- Cycle
- Archived
- Cycle Participant
- Role
- Region
- BU - (Business Unit)
- Department
- Supervisor First Name
- Supervisor Last Name
- Project Name
- Is Sup? (x= yes, blank = no)
- Weighted Group
- Overall Score
- Objective Weight
- Objectives Score (Ex. 85.33% (3.84/4.50)
- Competencies Weight (NA if not used)
- Competencies Score (Ex. 88.89% (4.00 / 4.50)
- Value Weight
- Values Score
- Assessment Question Weight
- Assessment Questions Score
- Shared Measure Weight
- Shared Measure Score
- PA Prep (E) - Performance Agreement prepared/submitted date (Employee)
- PA Met (S) - Performance Agreement collaboration date (Supervisor)
- PA Sign (E) - Performance Agreement signed date (Employee)
- PA Sign (S) - Performance Agreement signed date (Supervisor)
- MC - Mid - Cycle Comments
- AS Submit (E) - Self Assessment submitted date (Employee)
- AP Submit (S) - Assessment prepared/submitted date (Supervisor)
- AP Approve (NLS) - Next Level Supervisor approved appraisal date (if enabled)
- AP Approve (HR) - Human Resources approved appraisal date (if enabled)
- AP Rev (S) - Met with employee, assessment reviewed (Supervisor)
- AP Sign (E) - Employee signed appraisal date
- AP Sign (S) - Supervisor signed appraisal date Signed (Supervisor)
- Contribution Comments - similar to grade sheet (hover over for full comment)
- Improvement Comments - similar to grade sheet (hover over for full comment)
Note: Overall scores will be visible regardless of the appraisal status, meaning any appraisal scores that have been entered by the supervisor will be reflected in the overall score column as soon as they are saved, even if the appraisal has not yet been submitted for HR review.
If you have any questions, please reach out to support@inspiresoftware.com.