Advanced Analytics: Form Data Report

In addition to the form content, questions and responses, this sheet displays who the form is assigned to, form date, form status, and completion date.

Upon opening Advanced Analytics (and running the Performance Pro V2.0 App), the overview of the standard sheets displays. Click on Appraisal Status Dashboard to set the initial filters.

From the Employee Status “Select Here” box, click Active, then the green checkmark. This will filter the data based on active employees. Once selected, the filter will appear above the dashboard until it is removed. The filter will stay if you move to another sheet.

Click in the Appraisal Process “Select Here” box, select default, then the green checkmark. This will filter out all appraisals except the default. 

From the “Total Appraisal Count” chart on the right, click on the “Current” bar, then the green checkmark.

Moving to the Form Data Report

To move to this report, click on the Sheets dropdown in the upper right corner. Click on Form Data. This will take you to the Form Data report while keeping all your applied filters.

The columns in the report include:

• Employee
• ID
• Position
• Appraiser
• Form Name
• Form Date (date the form was sent)
• Question Type
• Question
• Response
• Form Completed Date
• Form Status (pending or complete)

Note: Employee Created Forms is a separate, optional feature in Performance Pro. If you are utilizing this feature, the employee created forms are not part of the Form Data report.