Use the Performance Ratings Details Page

The Performance Ratings Details page lets you filter performance data and review three reports: Score Distribution, Compare Groups, and Trends Over Time.

Before You Begin

  • You must have access to Best-Self Review® Reporting.
  • You must be a Review Admin, Cycle Collaborator, or Manager with direct reports in the cycle.
  • Navigate to the Performance Ratings+ section on the Summary tab first. See Analyze Performance Ratings in a Review Cycle for those steps.

Steps

  1. In the Performance Ratings+ section, click the three dots menu.
  2. Select View score distribution to open the Details page.
  3. In the Groups filter, select a hierarchy level or department.
  4. In the Review cycles filter, select one or more cycles to include.
  5. In the Ratings filter, select a specific rating to narrow results.
  6. Review the Score Distribution report to see how ratings are spread across the selected group.
  7. Review the Compare Groups report to see ratings side by side across segments.
  8. Review the Trends Over Time report to see how ratings have changed across cycles.

If Something Goes Wrong

Issue Check Fix
No data appears after applying filters Selected filters may return zero participants Broaden the Groups, Review cycles, or Ratings filter selection
Compare Groups report is empty Fewer than two groups may be selected Select at least two groups in the Groups filter
Trends Over Time shows only one data point Only one review cycle is selected Add additional cycles in the Review cycles filter
Details page is inaccessible Your role may lack reporting access Confirm with your admin that Best-Self Review® Reporting is enabled for your account

Not Covered Here

This article does not cover downloading reports from the Details page or changing the PR+ formula used to calculate ratings.

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