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Running Reports: The Totals Report

 

In this guide we will cover:

💡 The Totals Report allows you to capture quantitative data on engagement across the various features within the app. 

This allows you to understand how staff are progressing with setting their objectives, completing mid or end of year reviews and much more

Running the Totals Report:

 

The totals report provides quantitative data around the staff activity across an area within the app.  You can use this data to help identify staff who may need additional support. Changing the report parameters gives you control over the information presented. 

  1. Select Admin from the top navigation and then Reports from the left hand navigation bar.
  2. Under the management heading, click on Totals Report.
  3. Select the date field according to preference. You can choose to change the date to created on or updated on, or leave set to object specific which will vary the date field according to the object you are interested in.
  4. Change the date range. 
  5. Choose the staff you wish to run the report on.
  6. Narrow the parameters of the report to reflect the information you wish to see. We would suggest starting by deselecting all fields and selecting only those you wish to report on.
  7. Scroll down and click submit.
  8. The report will open in a new tab.

 

How to use the Totals Report to inform you about staff progress:

Has everyone completed their objectives? How much CPD are staff doing? Who has had their Mid Year Review? 🤔 Keeping track of these key processes is hard. Luckily, the Totals Report can provide you with all of this data - and more.

  • Whilst this video focusses on review meetings, the same process can be used to gain insight into staff progress across all areas of the app.
    • Who has completed their standards review? Which Line Managers have validated objectives? Etc