Can I have a description of each report?

The Reports section of the system allows key standard reports to be generated. The available reports will depend on the access granted to you, as well as enabled functionality (for example, LMS reports will not be available if the firm does not use the ObjectiveManager LMS module). Here is a brief summary of each Report –

Note - Certain Reports can be customised to suit specific firm requirements, by adding/removing field heading from the available headings list. As a result, some of the Report fields mentioned below may not be visible when viewed onscreen and/or printed copy. Language is also configured firm-by-firm, so some fields may have different headings (for example, Tasks may be referred to as Actions, Department may be referred to as Group, etc.)

Overview

The landing page for Reports. This is a headline summary of activity on ObjectiveManager. The Report headings include:

Firm wide Total Users Total Objectives (Draft/Pending/Approved)
Top 10 Viewed Objective Sheets Top 10 Progress Updaters Top 10 Feedback Providers
Objectives per user    

Activity

This is the most frequently accessed Report throughout a year. IT provides a breakdown of each users activity by numbers. Filter Report results by Role, Office or Department.. The Report headings include:

Employee Code Name User Type
Email Role Office
Department Job Title Lead Reviewer
Secondary Reviewer OnBoard Score Total Objectives
Draft Objectives Refresh Objectives Pending Objectives
Approved Objectives Cascaded Objectives Private Objectives
Overdue Objectives Completed Objectives Linked Objectives
Feedback Given All Feedback Received Progress Updates
Personal Task Total Personal Task Open Personal Task Overdue
Assigned Task Total Assigned Task Open Assigned Task Overdue
Total KPIs Last Login

Plan Activity

Similar to the Activity Report (above). This provides a breakdown of plan activity by numbers. Filter Report results by Plan Type, Category or Type. The Report headings include:

Plan Name Total Objectives Total Tasks
Business Category Total Private Objectives Completed Tasks
Owner Total Completed Objectives Overdue Tasks
Type Total Overdue Objectives Cascaded Tasks
Client Growth Total Progress Updates Views
Client Type Cascaded Progress Updates   

Background Plans

A view of all plan background information. This can be filtered by Plan Name or Plan Type. The Report headings include:

Plan Name Sub Header User added by
Plan Type Entry Date added
Header Type Date updated
Compliance

This is a high-level report, giving ObjectiveManager usage summary figures for selected user groups. Filter Report results by Office, Role and Department. The Report headings include:

Total People Total Objectives People with Objectives (number)
People with Objectives (%) Average number of Objectives

Competency Indicators

Competency Indicators provide a quick way for users to confirm they are meeting the component requirements of a competency. When these are activated, this Report gives user completion status for any Competency Indicators. This can be filtered by Role, Office or Department. The Report headings include:

User Name Competency Sheet Competency Name
Indicator Name Completion Status
Competency ratings

When Competencies are included in a Review, this Report gives a performance overview for all User Competencies. Filter by Review Period, Competency, Role, Office and Department. The Report headings include:

Reviewee
Department
Competency
Lead Reviewer
Job Title
Reviewee's Rating
Role
Review Status
Lead Reviewer's Rating
Office
Competency Sheet
Secondary Reviewer's Rating

Annual Reviews

A view of all Annual Review information. This can be filtered by selected Review Periods, Role, Office, Department or Review Form Status. Users with the necessary Reviewer permissions can also access Review Forms directly from this report. The Report headings include:

Period Role Lead Reviewer's rating
snapshotUID Office Secondary Reviewer's rating
Employee Code Department Lead Reviewer's Post Review rating
Reviewee Overall Status Archived On
Lead Reviewer Secondary Reviewer status Signed Off
Secondary Reviewer Reviewee's rating RemCom Status
Annual Review Competencies

Annual Reviews Overview

A snapshot overview for the status of Review Forms for a selected Review Period. This can be filtered by Role, Office or Department. The Report headings include:  

Period Awaiting Reviewer Forms Completed
Not Started Awaiting Release Archived
In Progress Feedback Released   

Annual Ratings

A snapshot overview for the Overall Pre/Post Review Ratings of Review Forms, as provided by Reviewee or Reviewers, for a selected Review Period. This can be filtered by Role, Office or Department. The Report headings include:

Rating Exceeds Expectations Meets Expectations
Does Not Meet Expectations

Note - Rating headings will reflect the Overall Assessment Ratings specific to the firm.

Mid-Year Review

A summary overview for the status and Final Assessment Rating for Mid-Year Review Forms in a selected Review Period. This can be filtered by Role, Office or Department. Users with the necessary Reviewer permissions can also access Review Forms directly from this report. The Report headings include:  

Employee Code Office Rating
Reviewee Job Title Archived On
Lead Reviewer Overall Status Signed Off
Role Lead Reviewer's Overall Assessment

Mid-Year Ratings

A snapshot overview for the Overall Ratings for Mid-Year Review Forms, for a selected Review Period. This can be filtered by Role, Office or Department. The Report headings include:

Rating Description Exceeds Expectations Meets Expectations
Does Not Meet Expectations

Note - Rating headings will reflect the Mid-Year Assessment Ratings specific to the firm.

Ratings

A summary overview for the Overall Pre/Post Review Assessment Rating for Review Forms in a selected Review Period. This can be filtered by Role, Office or Department. Users with the necessary Reviewer permissions can also access Review Forms directly from this report. The Report headings include:

Employee ID Lead Reviewer Lead Reviewer Post-Review Rating
Username (email) Reviewee Pre-Review Rating Last updated
Reviewee Lead Reviewer Pre-Review Rating

Note - Rating headings will reflect the Overall Pre/Post Review Assessment Ratings, specific to the firm.

Task

A breakdown of Task information. See the status, owner, and location of all tasks (based on selected filters). Filter by Role, Office, Department or Parent Type (for Plan Tasks, includes filter by Plan Name).  The Report headings include:

Employee Code Priority Department
Location Name Created By Job Title
Location Assignees Cost
Parent ID Status Due Date
Parent Role Date Created
Parent Name Office Date Updated
Task Description   

Note - some firms may have a different name for tasks. The report title will reflect this. Examples include: Key Tasks, Actions, Key Actions, Activities or Tactics.

Objectives Print

This Report provides access to downloadable/printable PDFs for either an individual's objectives, or for a filtered selection of users. The report cannot be downloaded as a .CSV file. The Report headings include:

Name Department User Profile Information
Email Print (link) Feedback received
Role Report production date Full Objective Details
Office KPIs Vision
Objectives

Objectives Download

A breakdown of Objective information. See the status, owner, and location of all Objectives (based on selected filters). Filter by Role, Office, Department, include/exclude Archived or Parent Type (for Plan Tasks, includes filter by Plan Name).  The Report headings include:

Employee Code Theme Plan Category
Name Quality Rating Plan Owner
Email Objective Owner Source
Role Lead Reviewer Objective Status
Office Progress Target Private
Department Symbol Archived
Job Title Progress Actual Tags
Location Name Percent Complete Target Date
Objective ID Status Date Added
Objective Description Plan Type Date Updated
Objective Context Plan Name   
Quality

Targeted towards Objective Quality Ratings, this Report gives a user-by-user breakdown of Objectives and their respective quality rating. User average is compared to Role, Office and Department average. This can be filtered by Role, Office or Department. The Report headings include:

Employee Code Total Plan Objectives 5*
Email 0* Average
Name 1* Role Avg
Role 2* Office Avg
Office 3* Dept Avg
Department 4* Job Title
Total Personal Objectives

RemCom

All RemCom information, as gathered during the Review process, displayed on one Report. Filter by Review Period, Role, Office or Department. The Report Headings include:  

Employee Code Reviewee Proposed Band Custom Fields Placeholder
Reviewee Email Reviewee Current Bonus Lead Reviewer
Reviewee Name Reviewee Bonus Review Requested Role
Current Status Reviewee Proposed Bonus Office
Reviewee Current Band Numerical Fields Placeholder Department
Reviewee Band Review Requested   
Feedback

Information for all Feedback given on ObjectiveManager. Includes Feedback Recipient, Provider and associated Feedback details. Filter by Feedback Type, Role, Office, Department or Date. The Report Headings include:

Feedback About Feedback Context Feedback About - Job Title
Feedback From Feedback Updated Date Feedback Requested
Feedback Text Employee Code Feedback Request
How’d it go? Lead Reviewer Feedback Request Date
Feedback Date Secondary Reviewer Feedback From - Role
Feedback Type Feedback About - Role Feedback From - Office
Feedback Class Feedback About - Office Feedback From - Department
Visibility Feedback About - Department   

Feedback Requests

This Report shows all Feedback requests sent on ObjectiveManager. This shows when requests were sent, who requested the feedback, who received the request and if the feedback request was actioned. Filter by Feedback Type, Role, Office, Department or Date. The Report Headings include:

Feedback Requester Feedback About - Job Title Feedback Requested From Email
Feedback Requester Email Lead Reviewer Email Feedback Given?
Parent Feedback Request Date Feedback Type
Lead Reviewer Feedback About Feedback Requested From - Role
Feedback About - Role Feedback About Email Feedback Requested From - Office
Feedback About - Office Feedback Requested From Feedback Requested From - Department
Feedback About - Department   
Feedback Overview

A summary overview for Feedback received, requested and given, broken down by Feedback Type. This can be filtered by Feedback Type, Role, Office or Department. The Report headings include:

User Job Title Outstanding Requests Sent Out
Role Feedback Type Feedback Received Without a Request
Office Requests Sent Out Total Feedback Received
Department Requests Responded To   

Survey Requests

This shows all Survey Response Requests  sent on ObjectiveManager. This shows when requests were sent, who requested the response, who received the response and if the response request was actioned. Filter by Survey batch, Role, Office or Department. The Report Headings include:

Assignee Feedback Released Respondee Office
Assignee Role Survey Title Respondee Department
Assignee Office Requests Sent Relation
Assignee Department Responses Received Request Sent
Assignee Job Title Outstanding Requests Last Nudge
Lead Reviewer Expired Requests Date Completed
Secondary Reviewer Respondee Status
Threshold Reached Respondee Role   
Surveys Overview

This report has two downloadable formats. The first is a summary of each User's Survey Response Requests. The second is a detailed breakdown of each users Survey Response requests, detailing Respondees' answers to each question. Filter by Survey batch, Role, Office or Department. The Report Headings include:

Overview Report

Assignee Requests Sent Office
Lead Reviewer Responses Received Department
Secondary Reviewer Outstanding Requests Job Title
Survey Title Role
  Responses Report
Assignee Office Respondee Office
Lead Reviewer Department Respondee Department
Secondary Reviewer Job Title Respondee Lead Reviewer
Survey Title Respondee Name Unsolicited
Role Respondee Role Additional columns as appropriate for each question response

Development Needs Compliance

A high-level report, giving Development Needs summary figures for selected user groups. Filter Report results by Office, Role and Department. The Report headings include:

Employee Code Department Total Development Needs
Name Job Title Completed Development Needs
Role Lead Reviewer Overdue Development Needs
Office Secondary Reviewer Total Progress Updates
Development Needs

A detailed breakdown of each users Development Needs, showing descriptions, categories, status and learning outcomes for each Development Need. Filter by Role, Office or Department. The Report Headings include:  

Employee Code Secondary Reviewer Due Date
Name Added By Competency
Role Development Needs ID Custom Fields Placeholder
Office Description Last Updated
Department Created Latest Progress Update
Job Title Completed Progress Custom Fields Placeholder
Lead Reviewer   

Annual Declarations

A detailed  view of all Annual Declaration information. This can be filtered by selected Declaration Periods, Role, Office, Department or Review Form Status. Users with the necessary  permissions can also access Declaration Forms (or Review Forms, if the Declaration is contained within a Review Form) directly from this report. The Report headings include:

Employee Code Role Reviewee | Reviewee's Annual Declaration
Reviewee Office Lead Reviewer | Lead Reviewer's Annual Declaration
Reviewee's Jurisdictions Department Status
Lead Reviewer Job Title Completion date
Secondary Reviewer
LMS Event Invites

An LMS Report that shows the status of all LMS invites sent from ObjectiveManager. This can be filtered by selected Role, Office, Department. The Report headings include:

Event Name Role Invited Date
Inviting Name Office Status
Invited Name Department Job Title

LMS Event Attendees

A detailed LMS Event report. This shows information for each attendee, including event details, attendance status and event scores (for SCORM events only). Filter this Report by Role, Office, Department, Start/End Date and Include/Exclude Archived Events. The Report headings include:

Event Name User Email SCORM Status
Event Type Lead Reviewer SCORM Score
Event Location Secondary Reviewer Role
Event Status Attendee Status Office
Employee Code Date invited Department
Attendee Date Completed Job Title
Progress Updates

The Report is a detailed breakdown of each users Progress Updates, showing Descriptions, Parent Objectives, Status and Dates for each Progress Update. Filter by Role, Office, Department, Progress Update Type and Start/End Date. The Report Headings include:

Employee Code Location Type/Category Change
Role Parent ID Status
Office Parent Category
Department Parent Name Private
Job Title Progress Update Date Created
Location Name User Date Updated

KPI

A detailed breakdown of each users KPIs, showing KPI Names, Measures, Actuals and Dates. Filter by Role, Office, Department, KPI Type and Start/End Date. The Report Headings include:  

Employee Code Location Name Amount
User Location Actual Amount
Email KPI Name Private
Role KPI Notes Actual Updated On
Office Measure Date Created
Department Symbol Date Updated
Job Title
Credits Allocation Overview

A breakdown of the Credits Allocations for users, including individual allocations and the justification for each allocation. Filter by Credits Allocation batch, Role, Office and Department. The Report Headings include:

Employee Code User To Office Created On
Template User To Department User From Role
User From User To (Email) User From Office
User From (Email) Credits User From Department
User To Custom Fields Placeholder User From Job Title
User To Role   

Credits Allocation Progress

An overview of the Credits Allocations for users. Each user with credits allocated is shown along with their total Credits awarded/Unallocated credits. Filter by Credits Allocation batch, Role, Office and Department. The Report Headings include:

Employee Code Status Office
Template Credits awarded Department
User Credits unallocated Job Title
User Email Role   

Note - All Reports can be downloaded to your machine and viewed in Excel as a .csv file, unless otherwise indicated above. some Reports have customisable layouts, which affects Report headings.

Only authorised users can access any given Report.

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