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      How do I use Performance Review Reporting?

      Need to pull data and create reports from your Performance Reviews? Keep reading to learn how to access and customize your reports!

      If you need help activating this feature, check out our help article here!

      If you would like to skip ahead to our how-to video click here!

      There are two ways to initiate a Performance Review Report.

      Option # 1: Navigate to your Performance Review Page. You can access it from your Company Home Page or your Navigation tabs on the left side of your screen. 

      Screen Shot 2023-10-05 at 10.57.52 AM

      Screen Shot 2023-10-05 at 10.54.11 AM

      From here click on the "Reports" tab at the top of the Page.

      You will now see a "+ Add Review Report" button to your right. Select to begin your Report.

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      Option # 2: Log in to GoCo & find the Navigation tabs on the left-hand side of your screen. Click on the card that reads "Reports"Screen Shot 2023-10-05 at 11.02.33 AM

      At the top right of the Reports page, you will see a blue "+Add Custom Report" button to select. 

      Screen Shot 2023-10-05 at 11.02.57 AM

      GoCo will then ask you what type of Report you are trying to add. Select "Performance Review" to begin creating your Report.

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      Once you have started creating this report you will be taken to your Settings Tab to input Basic Info about your Performance Review Report like your Report Name, Description, & Report Icon.

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      Select your Report Filters, that is what data you want to include in this report. 

      • You can select which Performance Review Template you want to pull from if you have multiple. Review Status (incomplete, complete, or any), Review Started Date, and Team members (active, pending, etc.).
      • Additionally, you will be asked to select how you want this information to be sorted.  
        Screen Shot 2023-10-05 at 11.16.11 AM

      Next, select what fields you want to be included in your Performance Review Report.

      Screen Shot 2023-10-05 at 11.16.36 AM

      Notice you can add groups of fields at a time! For example, if you search for "Personal Info" you will see the option to Select All. Clicking that will add all fields under that heading in one quick click!Screen Shot 2023-10-05 at 11.17.04 AM

      Review the Permissions of your new Report!

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      Hit "Continue" and your report will be generated!

      • ⭐ Hint: you can also download your report as a CSV with the "Download" button on the top right corner.

      Check out our video providing a step-by-step process! 

      Happy Reporting! 🦖

      Have more questions? Contact help@goco.io.

       

      Updated 10.5.23