Reports

Reports are built into the system to show cumulative data reports for performer feedback, form details, form summaries, goals, graphs and supervision hours.

Reports Overview
Report Types
Feedback Report 
Form Details Report
Form Summary Report 
Goals Report
Graphs Report
Supervision Hours Report

Access the Reports section from the Pinnacle menu. 

Reports Overview

Note: Users have access to reports based on permission group assignments. Click links for more information on Permission Groups.
Permission Groups - Overview
Permission Group Configurations
Add and Edit Permission Groups

1. Click the Reports section.
2. Click name of desired report. There are six reports built in to the system.
   
   • Feedback Report - lists feedback for performers
   • Form Details Report - lists detailed performers' results for every pinpoint of a form
   • Form Summary Report - lists performers' overall score on forms
   • Goals Report - lists goals set and goal scores for performers
   • Graphs Report - displays graphs for completed session data
   • Supervision Hours Report - lists number of supervision hours of performers
     
     
3. Select desired date range. Reports display according to the selected date range.
4. Filter reports based on desired information. 
5. Click the Export as CSV button to view and print report as an Excel spreadsheet.
     
   

Report Types

• Feedback Report
• Form Details Report
• Form Summary Report
• Goals Report
  
• Graphs Report
• Supervision Hours Report

Feedback Report

The Feedback Report lists feedback recorded for performers during data collection sessions.

Note: Click link for more information on data collection session feedback.
Capture Feedback

1. Select the Feedback Report.
   
   
2. Select date range.
3. Feedback Report displays listing feedback collected during the selected date range.
4. Filter list by:
   • Employee Status (active, inactive, all)
   • Performers
   • Positions
   • Form name
5. View and sort reports by:
   • Date
   • Performer
   • Observer
   • Performer's Position
   • Form name
   • Container Type (Section or Pinpoint) 
   • Container Details
   • Feedback Type (Positive, Constructive, Neutral)
   • Feedback recorded
      
     
     
     

Form Details Report

The Form Details Report lists the details for every pinpoint of a form.

1. Select the Form Details Report. 
   
   
   
   
2. Set Filters to generate the desired report:
   • Date Range
   • Form Status
   • Performer(s) 
   • Form Name
   • Observer
   • Pinpoint
3. The Form Details Report displays listing the details of the selected form based on the selected filters (date, status, performer(s), form name, observer, pinpoint).
4. View and sort the reports by:
   • Date
   • Performer
   • Observer
   • Performer's Position
   • Pinpoint Name
   • Rating

 

Form Summary Report 

The Form Summary Report lists performers' overall score on forms.

Note: Click link for more information on Form Summaries.
Finish Form and Form Summary
Finish Session and Session Summary

1. Select the Form Summary Report.
   
   
   
   
2. Select date range.
3. Form Summary Report displays listing form summary scores for the selected date range.
4. Filter list by:
   • Employee Status (active, inactive, all)
   • Performers
   • Positions
   • Form name
5. View and sort reports by:
   • Date
   • Performer
   • Observer
   • Performer's Position
   • Form name
   • Score

Goals Report

The Goals Report lists performers' goals and related goal performance scores. Goals display by type: entire form, section and pinpoint. 

Note: Click link for more information on data collection session goals.
Set Goals

1. Select the Goals Report.
   
   
   
   
2. Select date range.
3. Goals Report displays listing performance goals and related goal performance scores.
4. Filter list by:
   • Employee Status (active, inactive, all)
   • Performers
   • Positions
   • Form name
5. View and sort reports by:
   • Date
   • Performer
   • Observer
   • Performer's Position
   • Form name
   • Goal Type (entire form, section or pinpoint) 
   • Goal Details
     
   • Actual goal scored (cannot sort by)
   • Goal target (cannot sort by)
   • Goal Met (yes / no)

Graphs Report 

The Graphs Report displays data from completed sessions in graph form. Users also have the ability to view completed session data in a table list.  

1.  Select the Graphs Report.
   
   
   
   
2. Select date range.
3. Filter graph or table by:
   • Employee Status (active, inactive, all)
   • Performers (select up to 10 performers)
     
   • Form name
   • Form section
   • Form pinpoint
4. Click the Table tab to view information in a table format. 
5. View and sort table by:
   • Date
   • Performer
   • Performer's Position
   • Observer
   • Score

Supervision Hours Report

The Supervision Hours Report calculates the amount of supervision hours an employee has provided and received. 

1. Select the Supervision Hours Report.
   
   
2. Select date range.
3. Form Summary Report displays listing the number of supervision hours employees have provided and recieved.
4. Filter list by:
   • Employee Status (active, inactive, all)
   • Performers
   • Positions
   • Form name
5. View and sort reports by:
   • Date
   • Performer
   • Performer's Position
   • Form name
   • Observer
   • Total Supervision Hours