Reporting: Overview of the Fixed reports for Perform

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

In this article, we'll summarise the Fixed reports available for Perform and explain how they're most commonly used. For each report, we'll share a link to a more detailed article for you to explore further. 

Fixed reports are ready-to-use reports designed to help you keep track of your people's development. They are called "Fixed" because their structure - columns, names, and layout - cannot be modified. However, they offer great versatility. Each report includes a summary dashboard highlighting key business metrics, with a range of filters to help you drill down into specific details.

Once you've applied filters, you can save your selections as a View. This allows you and your stakeholders to return instantly to the same filtered state when you next view the report. You can also schedule reminders to key stakeholders to return to the report and see updated data, ensuring everyone has access to the same insights.

We'll summarise:

• The People overview report
• The Objectives Summary report
• The Global Objectives report
• The Review summary report
• The Feedback report
• The Development activities report

The People overview report

This report summarises high-level activity in Learn and Perform, providing top-level information about Courses, Objectives, and Reviews.

Explore the People Overview report.

The Objectives Summary report

The Objectives Summary Report offers a high-level overview of organisational progress on objectives, providing valuable insights without including detailed user comments. 

Explore the Objectives Summary report.

The Global Objectives report

Global objectives are designed to ensure that individual efforts align with the organisation's overarching goals. To help you understand how individual objectives align with your overall goals, we've created the Perform Global Objectives Report.

Explore the Global Objectives report.

Review summary report

The Review summary report focuses on summary-level data, highlighting overall progress across organisational reviews without detailed individual comments, but includes information on all assigned reviews.

Explore the Review Summary report.

The Review details dataset

Perform offers extensive flexibility, allowing each customer to create unique review templates, custom rating scales, and more. Therefore, a fixed report template would be too restrictive for the varied review templates that each customer can build.

Therefore, if you need granular insights into review responses, use the Reviews' dataset to build a user-generated report from scratch.

Feedback report

The Perform Feedback Report has been built to help you see the volumes of feedback across your organisation, response rates to feedback requests, the proportion of feedback requests that don’t generate a response, etc.

Explore the Feedback report

Development activities report

he Perform Development Activities Report has been built to help you see the volume of development activities across your organisation and the progress being made with each one.

Explore the Development activities report

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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