Saved reports

This feature is currently in beta and is therefore subject to change. It's possible that we make changes to the feature that mean your saved reports have to be recreated after full release.

Please only use the feature if you're happy that this may happen while in beta.

What is this feature?

Administrators can save any filtered list as a report which is then published on the Saved Reports tab. Other admins can see the list and use those reports themselves too.

You can also make use of the related report quick links to easily see metrics related to any of your saved reports:

How to save a report

In all of the list reports in the admin centre (People, Reviews, Scores and comments, Objectives) you'll now see a 'Save report...' button. Once you have applied a filter that shows the information you'd like to save as a report click on the 'Save report...' button

Give the report a Title and we recommend providing a Description to help other administrators know what the report shows and the purpose of it. Press on 'Save as new' to save the report

Saving a report saves the following:

• Any filters applied
• Which columns are showing
• The column order
• Any sorting applied to the table

Once saved, the report will show in the relevant section of the Saved reports page in the admin centre

Managing your saved reports

If you would like to adjust a saved report that you have created you can do so by opening the report, making the changes and then press on 'Save report...' button. You can then press save to save your changes.

Note that only the person who created the original report can save changes to it. If you are not the owner of the report, you will only be able to save your changes as a new report. 

Over time you may find that your older reports are not being used as frequently and you'd like to move them from the active reports page but keep them for reference in the future in case they're needed again. To do this you can archive off any reports by clicking on the three-dot menu on the report and select archive.

Once a report is archived you can find the report in the Archived section of the saved reports page 

If needed, you can un-archive a report from this page using the three-dot menu. 

 

Saved report permissions

Action	Who can perform the action
Save a new report	Any admin
Save changes to an existing report	The creator of the report
Archive or un-archive a report	Any admin
View a saved People or Review report	Any admin
View a saved Scores and comments or objectives report	Any admin + moderator

 

How to enable this feature

Go to Configuration>Labs and turn on the 'Enable saved reports BETA'

 

Examples of some useful saved reports are:

Help with day-to-day administration

• List of external feedback givers
• List of deactivated users in case you need to reactivate them or permanently delete them
• List of people who haven't logged in for 3 months
• List of administrators on your account so you can ensure everyone has the right level of access

Help with supporting employee objectives and development

• List of objectives or personal development activities that were added in the past month
• List of objectives that mention a specific project name
• List of personal development activities that request a specific course eg PowerBI or perhaps people requesting mentoring
• List of employee's overall self-assessment on their Wellbeing check-ins
• List of Career Conversation check-ins in the past 3 months

Help with compensation and promotions

• List of overall ratings or calculated averages on the year-end reviews
• List of people ready for promotion now or in the next 6 months
• List of manager's bonus allocation ratings

Help with talent management

• List of people on probation
• List of employee's internal mobility preferences eg what other branches they'd like to work at
• List of people in a particular intake, combined with other filters to investigate their performance. For example you can save the filter "Fast-track joiners 2023" and then use this filter to find out their responses to the question "How was your onboarding process at ABC Ltd?"
• List people where the manager has said there's a high risk of leaving, or people with no obvious successor in a critical role