Recommended Standard Reports for Managers

Report Name Report Category Why We Recommend It
Development Plan Group Details Performance
  • The only Development Plan report that allows Managers to see the Development Plan status and progress of all their direct and indirect reports in one place.
  • Makes monitoring easy.
Goal Hierarchy Performance
  • Dashboard-friendly report that describes relationships between goals.
  • Visible on Goals Management page.
Goals Targets Performance
  • Dashboard-friendly report that highlights goal target achievement.
  • Visible on Goals Management page.
Goal Status Performance
  • Dashboard-friendly report that showcases the goal statuses of all direct reports.
  • Easily visible from the Goals Management page.
SMP Metric Grid Succession
  • Graphical report that allows Managers to view the placement of all direct and indirect reports on a metric grid, calibrate them and update both the task and MyTeam simultaneously.
Task User Status Performance
  • Dashboard-friendly report that instantly gives Managers the status of all user tasks - Performance, Succession, or Compensation.
Training Progress Pie Chart Track Employees
  • This report makes excellent Dashboards and allows Managers to instantly see the progress of their direct and indirect reports on specific or multiple learning objects. They can drill deeper into specific statuses for additional information directly from the Dashboard.
Training Status Summary Track Employees
  • Dashboard-friendly report.
  • Helps to easily determine which users are overwhelmed with learning responsibilities, which are successful, and where each user stands.
Transcripts Track Employees
  • Managers need to be able to see the Transcripts of their direct and indirect reports and monitor their learning activities.