This guide walks you through generating and customizing a Review Completion Status report in the Intelligence module.

Overview

The Review Completion Status report allows administrators and managers to track real-time progress across active or past review cycles, pinpoint pending reviews, and segment completion metrics by employee, team, or location.

Step-by-Step Instructions

1. Go to Reports Creation

   • Navigate to the Intelligence tab from the main navigation menu.

   • Select Reports, then click Create Report.
     

2. Select Report Type

   • Under the available report categories, choose Reviews.

   • Select Review Completion Status.
     

3. Choose the Review Cycle

   • From the Data Set dropdown menu, select the name of the relevant review cycle you want to analyze.
     

4. View Completion Metrics

   • The system will populate the Review Completion Status view displaying overall progress and individual submission statuses.

5. Apply Custom Filters

   • Refine and segment your report data by applying filters based on:

     • Specific Reviewee Name

     • Department

     • Location

     • Other relevant employee attributes
       

Tips

• Use the filter options to quickly identify specific teams or departments falling behind on submission deadlines.

• Ensure you select the correct cycle under Data Set if multiple cycles share similar naming conventions.