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 on 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
    feedback_milestone_report_reporting.jpg

  2. Select Performance Review Reports
    feedback_milestone_report_performance_review_reports.jpg

  3. Select Feedback Milestone Report
    feedback_milestone_report_feedback_milestone_report.jpg

  4. Populate fields
    feedback_milestone_report_populate_fields.jpg
    • 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 
    feedback_milestone_report_run_report.jpg

  6. View the report
    feedback_milestone_report_view_the_report.jpg
    • Note: Click Export To Excel to download an Excel spreadsheet of your results.



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