Create Performance Review Custom Report

Custom Performance Review Reports allow you to report on performance review tasks, steps, sections, questions, and sign-off data. The Create Custom Performance Review Report page in Online Help provides detailed instructions and use cases for creating this report.

Performance Review Report Fields

The following fields are specifically available for Custom Performance Review Reports. Click here for a printable version of the Custom Performance Review Report fields.

Create a Custom Performance Review Report

Save the Report

The report can be saved at any point during the report creation process by clicking the Save button in the upper-right corner of the page. However, the Save button is only enabled once you have named the report in the Report Title field.

The report does not fully process until after you have saved and closed it. Once the report is finished processing, the report is ready for use.

Report Tips

  • Trial and Error of Report Fields - In order to achieve the desired report results, it may be necessary to try various combinations of fields. Reports are expected to take a few drafts before you arrive at the exact report you need. It is recommended that you search through all of the available fields in the Fields panel to see the different data-points that are available.
  • Suggestion City - If you would like a standard field added to Custom Reports, consider posting the request to Suggestion City in the Client Success Center as an enhancement request.