This guide explains how to access, view, and inspect drafted, unsubmitted review responses across a review cycle using the Intelligence reporting tool.

Overview

Administrators can view in-progress or drafted reviews before they are officially submitted. Utilizing the All Review Feedback report allows you to monitor saved draft inputs and evaluate progress across individual reviewees, departments, or locations.

Step-by-Step Instructions

1. Access Report Creation

   • Go to the Intelligence tab in the main navigation menu.

   • Click Reports, then select Create Report.
     

2. Select the Report Type

   • Under the Reviews category, choose All Review Feedback.
     

3. Select the Review Cycle

   • From the Data Set dropdown menu, select the name of the relevant review cycle.
     

4. Locate Draft Responses

   • Review the Answer and Answer Value columns to view the drafted content currently saved for the evaluation questions.
     

5. Customize Columns & Add Detail Fields

   • Add relevant data fields to gain full context on the draft, including:

     • Reviewer Name

     • Review Type (e.g., Self-Review, Manager Review, Peer Review)
       

6. Filter the Report

   • Refine the data set to isolate specific records using filters such as:

     • Reviewee Name (to check an individual employee's drafts)

     • Department

     • Location

     • Additional employee attributes as needed
       

Key Notes

• Content visible in the Answer and Answer Value fields reflects the most recently autosaved or manually saved draft state.

• If a reviewer has not entered any draft content yet, these fields will display as N/A.