Personalized reports in Performance

Modified on Fri, 13 Oct, 2023 at 10:31 AM

In Rankmi we offer you the chance of creating your own reports of results for your performance review processes. With this you will be able to download only the information you need and have it at your disposal in only one place.

If you want to know more about predefined reports in Performance, please check this article.

Where can I create my own personalized reports?

To create your own personalized reports, follow these steps:

1. Go to Configuration of your process

2. Click Reports

3. Click the Personalized reports tab

4. Click Create report

Here you will have the chance of naming your report and also selecting the type of personalized report you want to create. Additionally, you will also be able to drag and drop the different fields of information to organize them in any way you want.

Which types of report do exist?

Reviewees (detailed reviews per reviewer)

In this report, you will be able to add your participants' information and their additional fields. You will also be able to add the list of their reviewers and also the information associated with their assessments and the status and results on each review relation.

Reviewees: General averages

In this report, you will be able to add your participants' information and their additional fields. You will also be able to add their global results (per domain, objectives averages and domain averages) before and after calibration.

Reviewees: Report of results of goals and objectives

With this report, you will be able to download only the results of the objectives and goals of your participants.

Which data is available to download?

Reviewees (Detailed reviews per reviewer) Report

Data	Category	Details
ID number	Reviewee	Registered ID number of the employee in the masterlist.
Identifier	Reviewee	Unique identifier of the employee registered in the masterlist.
Username	Reviewee	The username that the employee uses to log in Rankmi.
First name	Reviewee	First name of the employee registered in the master list.
Second name	Reviewee	(If applies) Second name of the employee registered in the master list.
Surnames	Reviewee	Surnames of the employee registered in the masterlist.
Email	Reviewee	Email address of the employe registered in the masterlist.
Gender	Reviewee	Gender of the employee registered in the masterlist.
Language	Reviewee	Language of the employee registered in the masterlist in which the employee sees the platform.
Date of birth	Reviewee	Date of birth of the employee registered in the masterlist.
Phone number	Reviewee	Phone number of the employee registered in the masterlist.
Start date	Reviewee	Date of start in the company of the employee registered in the masterlist.
Position	Reviewee	Position of the employee registered in the performance review process.
Position code	Reviewee	Code of the position of the employee registered in the performance review process.
Company	Reviewee	Company under which the employee is registered in the masterlist.
Department	Reviewee	Department to which the employee is assigned in the process.
Department code	Reviewee	Code of the department to which the employee is assigned in the process.
Hierarchical levels	Reviewee	Levels of the hierarchy of departments corresponding the department to which the employee is assigned in the process.
Family of competencies	Reviewee	Family of competencies assigned to the employee in the process.
Code of family of weights	Reviewee	Code of the family of competencies assigned to the employee in the process.
Family of weights	Reviewee	Name of the family of weights assigned to the employee in the process.
Every existing additional field	Additional fields	You can select which additional fields you would like to show in your report.
Review category	Reviewer	Review category under which the reviewer assess the reviewee.
Reviewer's ID number	Reviewer	Registered ID number of the reviewer in the masterlist.
Reviewer's identifier	Reviewer	Registered unique identifier of the reviewer in the masterlist.
Reviewer's email	Reviewer	Email address of the reviewer registered in the masterlist.
Reviewer's position	Reviewer	Position of the reviewer registered in the performance review process.
Reviewer's name	Reviewer	Name of the reviewer registered in the masterlist.
Reviewer's surname	Reviewer	Surname of the reviewer registered in the masterlist.
Review status	Monitoring	Current status of the assessment.
Hierarchical validation	Monitoring	Current status of the hierarchical validation (if applies).
Matrix validation	Monitoring	Current status of the matrix validation (if applies).
Calibration status	Monitoring	Current status of the calibration (if applies).
Feedback status	Monitoring	Current status of the feedback (if applies).

Reviewees (General averages) Report

Data	Category	Details
ID number	Reviewee	Registered ID number of the employee in the masterlist.
Identifier	Reviewee	Unique identifier of the employee registered in the masterlist.
Username	Reviewee	The username that the employee uses to log in Rankmi.
First name	Reviewee	First name of the employee registered in the master list.
Second name	Reviewee	(If applies) Second name of the employee registered in the master list.
Surnames	Reviewee	Surnames of the employee registered in the masterlist.
Email	Reviewee	Email address of the employe registered in the masterlist.
Gender	Reviewee	Gender of the employee registered in the masterlist.
Language	Reviewee	Language of the employee registered in the masterlist in which the employee sees the platform.
Date of birth	Reviewee	Date of birth of the employee registered in the masterlist.
Phone number	Reviewee	Phone number of the employee registered in the masterlist.
Start date	Reviewee	Date of start in the company of the employee registered in the masterlist.
Position	Reviewee	Position of the employee registered in the performance review process.
Position code	Reviewee	Code of the position of the employee registered in the performance review process.
Company	Reviewee	Company under which the employee is registered in the masterlist.
Department	Reviewee	Department which the employee is assigned to in the process.
Department code	Reviewee	Code of the department to which the employee is assigned in the process.
Hierarchical levels	Reviewee	Levels of the hierarchy of departments corresponding the department to which the employee is assigned in the process.
Family of competencies	Reviewee	Family of competencies assigned to the employee in the process.
Code of family of weights	Reviewee	Code of the family of competencies assigned to the employee in the process.
Family of weights	Reviewee	Name of the family of weights assigned to the employee in the process.
Every existing additional field	Additional fields	You can select which additional fields you would like to show in your report.
Results - Domain	General results	Numerical results of the domain/s.
Results label - Domain	General results	Label of the results according to the conversion table of the domain.
Domain averages	General results	Numerical results of the domain averages if it applies. If a nine-box is set, it will indicate the name of the corresponding box.
Label of domain averages	General results	Label of the results according to the conversion table of the domain if it applies. If a nine-box is set, it will indicate the name of the corresponding box.
Goals average	Goals results	Average of goals if it applies.
Post-calibration domain averages	General results
Label of post-calibration domain averages	General results
Post-calibration goals average	Goals results

Who can create personalized reports?

Only admins and managers with permissions to download global reports can create personalized reportes.

Who can view and download personalized reports?

Only the user that created the personalized report can view and download it.