Reporting


 

Feedback Milestone Report

 

Overview 

You can run the Feedback Milestone Report to see all the milestones for a particular department, supervisor, review period, or status. This report can be useful as a tool to ensure that supervisors log in and use the system. You may find it useful to run this report for all Open reviews that are not in a status of Completed or Closed.

Important Note

The number of milestone columns in this report is dependent by the number of milestones you have set in your settings. If a review has more milestones than what your settings have, those milestones will not show in this report.

Instructions

  1. Navigate to Reporting
    reporting.png
  2. Select Performance Review Reports
    performance_review_reports.png
  3. Select Feedback Milestone Report
    feedback_milestone_report.png
  4. Populate fields
    feedback_milestone_report.png
    • Department: Select the supervisor's department
    • Review Period: Select All Review Periods, Open or Closed
    • Supervisor: Select the desired supervisor
    • Review Status: Select the supervisor's review status
  5. Click Run Report 
    run_report.png
  6. View the report
    View_feedback_milestone_report.png
    • Note: Click Export To Excel to download an Excel spreadsheet of your results.



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