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Reporting tools for managers

Written by Rosalind Bygott

Managers can report on how their team is progressing on their objectives and reviews on the Team tab.

To access this reporting area, go to your Team tab and then Reports. Here you will find:

  • Objectives: list

  • Objectives: metrics

  • List and metrics reports for any additional "Objective" templates enabled on your account

  • Scores and comments report

Next to the Reports tab is the Org chart of your team.

Objectives: list

This report shows the details of all the objectives your team has on the system. You can see whether these are complete or in progress, the due date and the content of the objectives.

If you'd like to filter this down to a specific team member, you can use the Filter button on the right.

You can also export the report to Excel afterwards using the button on the bottom right.

Objectives: metrics

This reports shows the overall number of draft, confirmed and complete objectives each of your team members has on the system.

You can also filter by date of when objectives were created or by their due date.

  • No. Draft: number of draft objectives the team member has

  • No. Unfinished: number of confirmed objectives the team member has

  • No. Finished: number of objectives marked as 'finished' the team member has (the grey ones)

  • No. Total: overall number of objectives (in-progress and complete) the team member has

Scores and comments

You can run reports and pull insights on responses given in reviews using the Scores and comments report. The data you can pull from the system will depend on the questions in your review forms. You can use the filter tool to narrow down the results.

Responses will be shown like below, but also by clicking the icon highlighted it will show you responses in a more visual setting:

Org chart

The org chart shows you everyone that reports into you in Talos Perform and who you have visibility over. These are the people who will be visible in your team reports. You can also click on their names here to go to their profiles.

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