Introduction
Required role: Super admin.
The Reports feature in Perform & Engage 365 enables you to create and manage administrator report definitions, run reports, and download generated report results.
Go to Organization > Reports to access reporting. From here, you can:
- Create and manage report definitions.
- Run reports you've created.
- View generated report results.
- Download completed report results.
NOTE
Engagement survey reports are run from the Engagement surveys tab. For information about running engagement survey reports, see this article.
In this article:
Create and manage reports
On the Administrator Reports page, select Create & manage reports. The Manage reports page opens.
Here, you can:
- Search for a report definition by name.
- Filter report definitions by type.
- View the report type and configured parameters.
- View when a report definition was created or last updated.
- Edit or delete existing report definitions.
- Create a report definition.
Create a report
1. Go to Organization > Reports.
2. Select Create & manage reports.
3. Select Create new report. The Create Report page opens.
The creation process has three stages:
- Type
- Parameters
- Review & create
Choose a report type
Under Type, choose from the following report types:
- Conversations data export
- Training record export
- Competency data report
- All goals report
- Check-in responses report
- Employee last check-in status report
- User permissions report
Each report type provides a description of its purpose and the filters or parameters it can use.
4. Select the required report type.
5. Select Next: Set parameters.
Set report parameters
The parameters available depend on the selected report type. Parameters enable you to filter and focus the information included in the report.
Some parameters are optional. If an optional parameter is left blank, the report uses the default behavior described on the page.
For example, the Check-in responses report provides the following parameters:
- Time Limit (Days). Specifies the number of days of check-in history to include. Leave this blank to return all history.
- Department. Limits the report to a department. Leave this blank to include all departments.
- Include Admin-only Question Responses. Includes responses to questions that are configured as visible only to admins.
6. Configure the parameters as required.
7. Select Next: Review & create.
Review and create the report
The Review & create report page displays the selected report type and configured parameters.
8. Review the configuration.
9. In the Name field, enter a descriptive name that will help identify the report definition.
10. Select Create report.
Manage report definitions
On the Manage reports page, existing report definitions are listed with information including their:
- Name
- Report type
- Parameters
- Created date
- Updated date
Use the options in the Actions column to edit or delete a report definition.
You can also search for definitions by name or filter the list by report type.
View generated reports
Go to Organization > Reports, then select Run & view reports.
The Run & view reports page shows previously generated report results.
For each generated report, you can view:
- Report Name
- Type
- Status
- Started
- Finished
- Generated By
You can search for generated reports by name and filter the list by status or report type.
When a generated report is available, select Download in the Actions column to save the result to your device.
To remove a generated report result from the list, select the delete icon.
Run and download reports
1. Go to Organization > Reports.
2. Select Run & view reports.
3. In Select Report, select the report definition you want to run.
4. Select Run Report.
5. Confirm that you want to run the report.
Report generation starts and the new result is added to the generated reports table. The table updates automatically as generation progresses.
6. When report generation is complete and the status is Finished, select Download to save the generated report to your device.
The information included in a downloaded report depends on the report type and the parameters used when the report definition was created.