A. ENABLING THE USER GROUP PERMISSION SETTINGS :
In order to view and download the report, the HR/Admin must first enable the access under "Settings", by following the below steps :
i. At Settings, click on User Groups.
ii. At the relevant user group, click Edit.
iii. At the "HR Modules Permission" > "Reports Module" category, tick the "Allow access to performance one on one report" checkbox.
iv. Click "Save".
B. VIEWING & DOWNLOADING THE REPORT :
1. At HR Lounge, click on Reports.
2. At Report Builder, click on Performance 1 on 1 feedback > Create.
3. Select one or several cycles to appear in your report.
4. At the "Fields & Filters" tool, click on the Cycle Name, to unselect the filters you do not wish to appear in your customized report.
*NOTE :
a. By default, all the filters will be selected. To remove a filter, untick the checkbox and click on the "Apply changes" button.
b. If more than one cycle is selected, all the selected cycles will have a dedicated category under the "Fields & Filters" tool.
5. Click the "Export Report" button and choose your preferred format to download your customized report.
