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Administrator reports in Perform & Engage 365: View, run, and download

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Introduction

The Reports feature in Perform & Engage 365 enables Super admins to run a variety of administrator reports for their organization.

 

NOTE  

Engagement survey reports are run from the Engagement surveys tab. To learn how to run engagement survey reports, see this article.

 

NOTE  

Contact a Customer Success Manager to add, configure, or remove reports according to your needs. This can't be done via the Perform & Engage 365 interface. Once a report is configured, it will be visible in Organization > Reports.

 

The Administrator reports page overview

Go to Organization > Reports. The Administrator Reports page opens. If any reports have been configured, they will be displayed here. For each report, the Name and description (Desc) are displayed, as well as a Run button.

 

View recently generated reports

To see which reports have been run in the last 30 days, select Click here to view recent and currently running reports. The Generated reports dialog opens. Here, the report Description, Created, Finished, and Status columns are displayed. Select Download in the Status column to save the report to your device in .XLSX format.

 

Run and download reports

1. Go to Organization > Reports. The Administrator Reports page opens.

2. To run a report, select Run next to the report name. The Generated reports dialog opens. Here, the report Description, Created, Finished, and Status columns are displayed.

3. Select Show all to view currently running reports. The generation status is displayed in the Status column.

4. When the report is ready, select Download in the Status column to save the report to your device in .XLSX format.

 

NOTE  

Generated reports are automatically deleted after 30 days.

 

The number and content of the columns in the downloaded .XLSX report depend on the report type. For example, the following columns may be displayed in a check-ins report:

  • Employee. The email address of the employee who submitted the check-in.
  • Due Date. The due date of the check-in.
  • Submitted. True if the check-in has been submitted; false if it hasn't.
  • Submitted Date. The date the check-in was submitted by the employee, if any.
  • Type. The check-in type: scheduled or ad-hoc.
  • Manager. The email address of the employee's manager, if specified.
  • Reviewed. True if the check-in has been reviewed by the employee's manager; false if it hasn't.

 

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