Note: You will need 'Administrator' permissions to access metrics reports and 'Administrator' + 'Moderator' permissions to access scores and comments reports or full list objective reports.
Administrators can save any list of data as a report in Talos Perform which is then published on the Reports tab of the Administration Centre, from which you can quickly access useful related metrics reports of the data.
Other admins can see the list of saved reports and use them, plus the linked metrics reports, filtered to show only the data they have access to based on their administration permissions.
You can also make use of the related report quick links to easily see metrics related to any of your saved reports:
Reporting permissions
Action | Who can perform the action |
Save a new report | Any 'Administrator' (or 'Administrator' + 'Moderator' in the case of scores and comments reports or full list objective reports) |
Save changes to an existing report | The creator of the report |
Archive or un-archive a report | Any 'Administrator' |
View a saved People or Review report | Any 'Administrator' |
View a saved Scores and comments or objectives report | Any 'Administrator' + 'Moderator' |
Creating a new saved report
In all of the list reports in the Administration Centre (People, Reviews, Scores and comments, Objectives) you'll 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 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 Reports tab of the Administration Centre.
Managing 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: 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 remove them from the active reports page but keep them for reference 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 Reports tab.
If needed, you can un-archive a report from this page using the three-dot menu.
Examples of useful saved reports
Whilst your CSM will help you set up reports during your onboarding, and throughout your time as a client, you might be interested in some of the commonly useful reports you can create yourselves at any time.
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