The user version of the IDP: Uploading reports

Exporting reports in the user version

In the user version of the IDP, as in the administrative panel, it is possible to download various reporting options.

To download a report on your individual development program (IDP), go to the Goal Plans section. To do this, the employee needs to:

1. In the Goal Plans section , find the development plan status line , which is located to the right of the IDP year ;
2. Click on the IDP status bar;
3. Select the Generate report function ;
4. Select one of the reporting options : by goals, by materials, by development plan status, by summing up results.

Let us now consider the process of generating reports on employees subordinate to the manager.

No. 1. Goal Report

How to download a report on goals:

1. Open the My Team section ;
2. Select users in the list using checkboxes;
3. Select Report - By goals ;
4. Select the period and click Generate ;
5. Download the finished file.

No. 2 Based on materials

How to download a materials report:

1. Open the My Team section ;
2. Select users in the list using checkboxes;
3. Select Report - By Materials ;
4. Select the period and click Generate ;
5. Download the finished file .

No. 3 By the status of the development plan

How to download a development plan status report:

1. Open the My Team section ;
2. Select users in the list using checkboxes;
3. Select Report - By Development Plan Status ;
4. Select the period and click Generate ;
5. Download the finished file .

No. 4 To sum up

How to download a development summary report:

1. Open the My Team section ;
2. Select users in the list using checkboxes;
3. Select Report - Summary ;
4. Select the period and click Generate ;
5. Download the finished file .

No. 5. According to all reports

How to download all report types at once:

1. Open the My Team section ;
2. Select users in the list using checkboxes;
3. Select all reports ;
4. Select the period and click Generate ;
5. Download ready-made report files .
6. 

In this case there is nothing to report but in general a file will be created and can be downloaded and viewed.

Each of the selected reports will be generated in a separate file. Similar to uploading reports individually, they can be downloaded from the processes window after generation.