Reporting - The Reviews summary report

*** Please note, this article refers to Reporting and Analytics with Power BI. View the FAQ for more details. ***

In this article, we'll explain the main uses of the Perform Reviews Summary Report.

In Perform, a review is one of the most common ways of tracking and rating performance. Review templates are created in the Template builder. Only Perform Administrators have access to this area.

This report emphasises summary-level data, highlighting progress made against the different reviews in place across your organisation.  It does not go into the granular depth of individual comments added to a review form, but it does include information about every review assigned to your people.

The report includes the following summary information:

• How many reviews are in place, and their status
• The percentage of reviews that have been completed
• The number of people who do not have a review
• Summary and granular review progress sorted by line manager and by review template
• A month-by-month chart showing when reviews have been signed off during the last year
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How often does the reports database refresh?

• The report database refresh twice a day
• A time stamp showing the most recent database refresh is shown in every fixed report
• The 'database refresh' time stamp can also be added to a user-created report
• Each Dataset is refreshed individually, so the time stamp may differ between reports using different Datasets
• Where a fixed report and a user-created report are built using the same dataset, the time stamp will be the same

Discover more about the Fixed reports

Want to get the most out of Fixed Reports? Our step-by-step guides cover the top queries on compliance and Event management, helping you use Fixed Reports effectively while learning key techniques along the way.

When you're ready to explore further, view Key techniques for using the Fixed reports in which Gary walks through real-world use cases.

Need quick answers? Check out FAQ, Reporting and Analytics with Power BI, packed with over 100 common questions and links to in-depth resources. You can also join our regular Ask Me Anything: Reporting live events - come along and ask your question directly to our panel of experts. 

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