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, Survey reports will not be available if the firm does not use the ObjectiveManager Survey 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 |
| 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:
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Reviewee
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Department
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Competency
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Lead Reviewer
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Job Title
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Reviewee's Rating
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Role
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Review Status
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Lead Reviewer's Rating
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Office
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Competency Sheet
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Secondary Reviewer's Rating
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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 |
Nudge Emails:
The Annual Reviews report also enables users to send nudge emails, to prompt participating users to complete review forms.
At the top of the report (right hand corner - see image above), selecting "Send Nudge Emails" opens a pop up window. Emails can be sent for each individual stage of the review process (some of the stages reverenced may not be relevant to each review process):
- Reviewees Not Started (Reviewee has not started the process)
- Reviewees in Progress (Reviewee has started the process, but has not yet submitted their form to the Lead Reviewer)
- Lead Reviewer Not Finished (Lead Reviewer has not yet submitted their assessment for the Reviewee)
- Secondary Reviewer Not Finished (Secondary Reviewer has not yet submitted their assessment for the Reviewee)
- Lead Reviewer Not Released (Lead Reviewer has submitted their assessment, but has yet to release the Review Form)
- Lead Reviewer Not Archived (Lead Reviewer has not Archived the Reviewee's form)
- Reviewees Not Signed Off (Reviewee has reviewed final comments and signed off the form)
Any individuals who meet the criteria for the nudge email will receive the email notification.
Important note - Exercise caution when using the nudge facility. Ensure you have selected the correct review batch, no additional review batches have been selected, and you select the correct prompt. Once you click "Send" (see image above), the system will automatically email every user that matches the stage you have selected, for the filter options you have selected.
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:
Note - Rating headings will reflect the Overall Pre/Post Review Assessment Ratings, specific to the firm.
| Employee ID | Lead Reviewer | Lead Reviewer Post-Review Rating |
| Username (email) | Reviewee Pre-Review Rating | Last updated |
| Reviewee | Lead Reviewer Pre-Review Rating |
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 |
| 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 |
| 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* |
| 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 |
| 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 |
Nudge Emails:
The Annual Declarations report also enables users to send nudge emails, to prompt participating users to complete declaration forms.
At the top of the report (right hand corner - see image above), selecting "Send Nudge Emails" opens a pop up window. Emails can be sent for each individual stage of the review process (some of the stages reverenced may not be relevant to each review process):
- Reviewees Not Started (Reviewee has not started the declaration form)
- Reviewees Not Finished (Reviewee has started the declaration form, but has not yet submitted their response)
- Lead Reviewer Not Finished (Lead Reviewer has not yet submitted their declaration form response)
Any individuals who meet the criteria for the nudge email will receive the email notification.
Important note - Exercise caution when using the nudge facility. Ensure you have selected the correct review batch, no additional review batches have been selected, and you select the correct prompt. Once you click "Send" (see image above), the system will automatically email every user that matches the stage you have selected, for the filter options you have selected.
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 |
| 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.