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View performance reports

See completion, average scores, the rating distribution, appraisal status, department results, trends and PIPs, and export them.

For hr administrators and leadershipUpdated 4 Nov 2026

Before you start

In this article
  1. Steps
  2. What employees and managers see
  3. Next steps

Reports & Analytics is the performance overview for HR and leadership: how far the cycle has got, how people scored, and how improvement plans are going.

Steps

  1. Open HR › Performance › Reports

    In the menu on the left, select HR, then Performance, then Reports.

    1. Export Report downloads the figures as an Excel file.
    2. Totals: employees (and how many were appraised), completion rate, average score and active PIPs.
    3. Performance Rating Distribution: how many appraisals fall in each rating bucket. Select a bar to filter the department table below.
    4. Appraisal Status: completed, in progress, not started, and upcoming reviews.

    Further down the page:

    • Department-wise Performance: employees, completion, average score, rating breakdown and top performer for each department.
    • Performance Trends: average score and number of appraisals per period. Select a point to filter the table.
    • PIP Summary: active, successful and unsuccessful PIPs, success rate, PIPs due this month and overdue PIPs.

What employees and managers see

Nothing: reports are for HR and leadership. Managers follow their own team in Team Appraisals. See Appraise your team.

Next steps

Go back to the full checklist: Set up performance.