How to access Perform Matrix and Analytics Reports?

Overview of Perform Reports

• Perform Reports are calculated based on the overall results from all selected review types.
• The Matrix allows users to visually compare each employee’s score, but it cannot be downloaded.
• The Analytics section provides detailed statistical insights that can be exported as an Excel file.
• Employees can be filtered using various parameters, such as Department, Location, Position, or Employment Type.
• Reports can also display results for different time periods and completed review types, including:
  
  • Self-review
    
  • Manager review
    
  • Peer review
    
  • Direct Report review
    
    

Steps to Access Reports

1. Open the Perform app.
2. Click on the Reports tab.
3. Select the performance cycle you want to review.
4. View the Matrix, which shows average performance scores and potential ratings for employees.
5. Apply filters to narrow results by Department, Location, Position, or Employment Type.
6. Adjust the time frame of the cycle if you need to view results for a specific period.
7. Explore the Analytics section, which presents graphs and statistical insights based on the review data. You can export data from this section by clicking on the Export button on the upper right side of the page.