Switching to a New Cycle / Dataset in People Intelligence (PI)

When analysing performance reviews, surveys, or engagement metrics, reports filter by cycle or dataset:

  1. Navigate to the top navigation bar and select People Intelligence (or Analytics / Reports).

  2. Open the dashboard or specific report you want to view.

  3. Locate the Cycle Selector or Dataset Filter at the top or in the filter pane.

    • By default, Reflektive defaults to the "Latest" chronological review cycle.

  4. Click the dropdown menu and select your new Review Cycle, Survey, etc.

  5. Click Apply or let the dashboard refresh; the report will update to display only the records associated with the selected cycle.


 

Was this article helpful?

0 out of 0 found this helpful