This report shows performance notes or peer notes. Multiple sorting options are available.
A. Filter notes by organization level, supervisor, or employee (required).
B. Filter by note type: performance notes and/or employee notes (required).
C. Enter the notes date range (required).
D. Filter notes by their core value and skill (optional).
E. Filter notes that were shared with the employee and manager, manager only, and/or employee only (required).
F. Filter by the employee’s organizational level and/or supervisor (optional).
G. Filter the report to display only selected employees (optional).
H. After clicking Run Report, a pop-up window will display the report with the option to save as a Word document, Excel document, PowerPoint, PDF, TIFF file, MHTML (web archive), CSV, XML file with report data, or data feed.