How to Enable and Download the Performance 1-on-1 Feedback Report

Enabling User Group Permission Settings

To view and download the report, the HR/Admin must first enable access under "Settings" by following these steps:

  • Go to Settings and click on User Groups.
  • Find the relevant user group and click Edit.
  • Under the "HR Modules Permission" > "Reports Module" category, check the "Allow access to performance one-on-one report" box.
  • Click Save.
ygK-wg0jNbm4WG7m2t0VNsBmLiJTy1qJfQ.png?1658309966

Viewing & Downloading The Report:

  • In the HR Lounge, click on Reports.
fpZFfsv6o93zNuLDO_soxiaAnXny21weaA.png?1656583213-1
  • In Report Builder, click on Performance 1-on-1 Feedback > Create.
oWX7Kd4s-UP9J6a-c781UBCwC2LixQTg7g.png?1658310190
  • Select one or more cycles to include in your report.
8j4gyOj8zu-na9clNgRnSbyZavSaxOT0Yw.png?1658310300
  • In the "Fields & Filters" tool, click on Cycle Name to deselect filters you do not want in your customized report.

NOTE:

By default, all filters are selected. To remove a filter, uncheck the box and click the "Apply changes" button.

If more than one cycle is selected, each cycle will have a dedicated category under the "Fields & Filters" tool.

Lv7Ox_20-_OhZq5ElQZ-e2DZizrauptpOw.png?1658310396

6rJCAr6kuBPkYV88l-7hhN1HLhmxIdBiiA.png?1656584277-1

h2XHyeLSIOxsN2NIoEzY2Gop9UWGrdJUlQ.png?1658310563

  • Click the "Export Report" button and choose your preferred format to download your customized report.

z8CQHnVNrvFL1jd_gt8V9u8A1x8sikgiBA.png?1658310674

 

 

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.