Customizing your Review Report: Fields, Filters, & Question Groups

Available Data Fields for Review Reports

The report builder for Reviews reports offers the ability to supplement the base review form data with additional employee data, review data, and review cycle data.  The tables below list the available fields and their descriptions as a reference.

Employee Fields

Review Cycle Fields

Review Fields

Review Form Fields

Note on Multiple Choice Questions

Review reports that include multiple choice questions or question groups will allow users to expand the cell for more detail on the answers provided by the review author(s). 

When a report is in a non-summarized state and the question on the form allowed the selection of multiple answers, the grid cell displays the quantity of selections made by the review author. Users can click the accordion icon to view what those specific answers were.

Once summarized, the grid cells for multiple choice questions display the quantity of distinct (unique) answers made to the question across the group. In other words, the quantity reflects the number of different responses given for the respective question. For example, if a report is summarized by employee group and featured a multiple choice question that asked review authors if they would want to work with the review subject again (allowing only one answer to be selected), the number of distinct answers reported would indicate how differently people felt about working with team members in an employee group. On the other hand, if review authors all responded with the same answer (e.g., "Enthusiastically yes!"), this may indicate that team members are having positive interactions.

Additional Filters

Review reports offer a rich set of Quick Filters that control what review forms should be included in the report.  For some reports, it is sometimes necessary to have finer-grained control over the review forms that should be included or excluded from the report.  The Additional Filters capability offers additional flexibility over the filtering of review reports. These additional filters complement those offered as quick filters on the Review Report filter panel.

Adding Additional Filters

Adding additional filters is achieved after selecting the [+ Add Filters] button, which will open up an extended filter panel that allows adding any additional filters for the report.  

Using a Single Clause in a Filter

A Filter can be made up of one or more clauses. A filter clause is made up of 3 parts: 

• A Field Name, for example, "Employee Name"
• A Comparison Operator, for example, "Contains"
• A Comparison Value, for example, "Smith"

Using Multiple Clauses in a Single Filter

A filter can check for multiple clauses or valid values, which are joined together using an OR condition. For example, you could create a filter to include any review forms for review subjects whose last names contain Smith or Jones.

Combining Multiple Filters

It is possible to combine multiple filters, along with any previously defined quick filters.    For example, you could combine the above name filter along with a filter on salary, looking for employees whose names are either Smith OR Jones AND who have a salary greater than $100,000. All the individual filters must evaluate to be true for a review form to be included in the resulting report.

Supported Comparison Operators

The available comparison operators are adjusted based on the selected Field.  For example, fields like name support text comparisons like Equals,  Starts With, or Contains, whereas numeric fields support comparisons like Greater Than, Less Than, or Equals.  A complete list of available comparison operators is shown below.

Merging Questions

Companies implementing their review processes and cycles sometimes offer tailored review forms for different departments or specific employees. For example, an engineering department may tailor their review questions to engineering topics like code quality, while a sales team may ask questions about meeting pipeline creation goals. Both departments may include a question on a different form that leads to an overall rating score that could allow for comparing employees across departments.  A question group will allow treating these two separate questions from different forms, the engineering rating question from the engineering form and the sales rating question from the sales form as if they had been a unified employee rating question for analysis across subjects.

Grouping (merging) Questions

The report column picker allows users to create one or more question groups. The last section is labeled "Question Groups" and lists any question groups already created. Users can also create a new question group by clicking the Create button.   

Pressing the Create button will open the Create Question Group dialog. One can select one or more questions to combine and give the grouped question a new name, such as "My Question Group."  

Adding a Question Group as a Column

Once a new question group has been created, one can add it as a new column for the report by selecting it as one would do for any other column.

Ungrouping Question Groups

By choosing Ungroup Questions, a question group can also be removed and replaced with its component questions in the report table.