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


DataCategoryDetails
ID numberRevieweeRegistered ID number of the employee in the masterlist. 
Identifier
RevieweeUnique identifier of the employee registered in the masterlist.
UsernameRevieweeThe username that the employee uses to log in Rankmi.
First nameRevieweeFirst name of the employee registered in the master list.
Second nameReviewee(If applies) Second name of the employee registered in the master list.
SurnamesRevieweeSurnames of the employee registered in the masterlist.
EmailRevieweeEmail address of the employe registered in the masterlist.
Gender
RevieweeGender of the employee registered in the masterlist.
LanguageRevieweeLanguage of the employee registered in the masterlist in which the employee sees the platform.
Date of birthRevieweeDate of birth of the employee registered in the masterlist.
Phone number
Reviewee
Phone number of the employee registered in the masterlist.
Start dateReviewee
Date of start in the company of the employee registered in the masterlist.
PositionReviewee
Position of the employee registered in the performance review process.
Position codeReviewee
Code of the position of the employee registered in the performance review process.
CompanyRevieweeCompany under which the employee is registered in the masterlist.
Department
RevieweeDepartment to which the employee is assigned in the process.
Department code
RevieweeCode of the department to which the employee is assigned in the process.
Hierarchical levelsRevieweeLevels of the hierarchy of departments corresponding the department to which the employee is assigned in the process. 
Family of competenciesRevieweeFamily of competencies assigned to the employee in the process.
Code of family of weightsRevieweeCode of the family of competencies assigned to the employee in the process.
Family of weightsRevieweeName of the family of weights assigned to the employee in the process.
Every existing additional field
Additional fieldsYou 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 numberReviewerRegistered ID number of the reviewer in the masterlist.
Reviewer's identifierReviewerRegistered unique identifier of the reviewer in the masterlist.
Reviewer's emailReviewerEmail address of the reviewer registered in the masterlist.
Reviewer's position
ReviewerPosition of the reviewer registered in the performance review process.
Reviewer's nameReviewerName of the reviewer registered in the masterlist.
Reviewer's surnameReviewerSurname of the reviewer registered in the masterlist.
Review statusMonitoring
Current status of the assessment.
Hierarchical validation
MonitoringCurrent status of the hierarchical validation (if applies).
Matrix validationMonitoringCurrent status of the matrix validation (if applies).
Calibration statusMonitoringCurrent status of the calibration (if applies).
Feedback status
MonitoringCurrent status of the feedback (if applies).


Reviewees (General averages) Report


Data
CategoryDetails
ID number
RevieweeRegistered ID number of the employee in the masterlist. 
IdentifierReviewee
Unique identifier of the employee registered in the masterlist.
Username
RevieweeThe username that the employee uses to log in Rankmi.
First name RevieweeFirst 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
RevieweeDepartment 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 - DomainGeneral resultsNumerical results of the domain/s.
Results label - Domain
General resultsLabel of the results according to the conversion table of the domain.
Domain averages
General resultsNumerical 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 averagesGeneral resultsLabel 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 averageGoals results
Average of goals if it applies.
Post-calibration domain averagesGeneral results
Label of post-calibration domain averagesGeneral 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.

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