Within this article, company and performance admins can understand how to report on the appraisal statuses including current phases, appraisal statuses, and checkpoint completion statuses.
How to Report on Current Appraisal Phases?
The Appraisal Current Phase field reports on the current phase the appraisal is sitting in and is defined by the Phase Title within your appraisal template - Appraisal Phases tab:
To report on the current appraisal phase:
1. Navigate to Custom Reports or Analytics > Report Builder
2. Select the Performance module
3. Select View: Appraisals
4. Select Fields: Current Phase
5. Select other fields as needed
6. Click the Filter button to apply filters to the report (optional)
📝 | As an example, a filter for "Appraisals / Title" to display only the appraisals titled "12 Month Performance Appraisal". |
7. Click Generate Report
8. Once the report is generated you can export or save the report:
Click Export to download the report to a CSV file > The report will be available in the Downloads tab (may take some time to process depending on the report results).
Click Save As > The report will be saved to your My Reports tab
If the Current Phase in a custom report does not match what you can see in the appraisal, the report may not have refreshed yet. Re-run the report later, or verify the live phase from the appraisal/admin view before treating it as a reporting issue.
How to Report on Appraisal Statuses?
The Appraisal Status field can report on the below data.
Planning: Indicates that the appraisal is currently in the Planning phase.
In Progress: Indicates that the appraisal is in the Action phase.
Finalise: Indicates that the appraisal is in the Self Scoring, Manager Scoring, 360 Review, or Approval phase.
Complete: When the appraisal has reached the Complete phase or has been marked as Complete.
The Status field is a high-level summary only. If you need to see where the appraisal is currently sitting in more detail, add the Current Phase field to your report as well. For example, Finalise can cover phases such as Self Scoring, Manager Scoring, 360 Review, or Approval.
The standard appraisal status reporting can show the appraisal’s overall Status and, in custom reporting, its Current Phase. It does not currently provide a separate bulk status such as “employee submitted, awaiting manager approval” as a distinct out-of-the-box report value.
1. Navigate to Custom Reports or Analytics > Report Builder
2. Select the Performance module
3. Select View: Appraisals
4. Select Fields: Status
5. Select other fields as needed
6. Click the Filter button to apply filters to the report (optional)
📝 | As an example, a filter for "Appraisals / Title" to display only the appraisals titled "12 Month Performance Appraisal". |
7. Click Generate Report
8. Once the report is generated you can export or save the report:
Click Export to download the report to a CSV file > The report will be available in the Downloads tab (may take some time to process depending on the report results).
Click Save As > The report will be saved to your My Reports tab
How to Report on Checkpoint Completion Status?
The Checkpoint Status field can show one of three options:
Complete: The checkpoint has been submitted and approved by the appraisal manager.
Incomplete: The checkpoint has not been approved by the appraisal manager. It does not mean that no one has entered responses. It means the checkpoint has not yet been approved by the appraisal manager. A checkpoint can still appear as Incomplete if responses or comments have been entered but the manager has not formally approved the checkpoint.
Skipped: The checkpoint has been skipped by the appraisal manager. Only permitted if the appraisal template allows the checkpoint section to be skipped.
For more on checkpoints, please see Add and Configure Checkpoints.
To report on the checkpoint completion status:
1. Navigate to Custom Reports or Analytics > Report Builder
2. Select the Performance module
3. Select View: Appraisals > Appraisal Section > Checkpoints
4. Select Fields: Status
5. Select other fields as needed
6. Click the Filter button to apply filters to the report (optional)
📝 | As an example, a filter for "Appraisals / Title" to display only the appraisals titled "12 Month Performance Appraisal". |
7. Click Generate Report
8. Once the report is generated you can export or save the report:
Click Export to download the report to a CSV file > The report will be available in the Downloads tab (may take some time to process depending on the report results).
Click Save As > The report will be saved to your My Reports tab
How to Report on Checkpoint Status?
This reports gives an insight on the status of appraisal checkpoints and if the checkpoint is waiting completion from the employee or manager.
To report on the checkpoint completion status:
1. Navigate to Reports
2. Reports tab
3. Search and select the Checkpoint Status Report
4. Select one or more appraisals
5. Search Checkpoints
6. Select one or more checkpoints
7. Generate Report
8. The Overall Checkpoint Status will be displayed, example below:
9. The Checkpoint Rating will be displayed, example below:
10. A table with the checkpoint status and details will be displayed, example below:
A tick or a cross will be displayed depending on if the section has been submitted or approved.
Status:
Skipped: The manager has skipped the checkpoint.
Incomplete: The checkpoint has not been approved by the appraisal manager.
Complete: The checkpoint has been approved by the appraisal manager.
The Checkpoint Status Report is the best option for seeing employee and manager checkpoint submission side by side. However, those per-participant columns are not available as separate fields in Report Builder, so you cannot fully replicate that report there while also adding custom columns such as Current Phase, department, or other extra fields. In practice, you may need to run two reports: one for checkpoint participation and one for broader appraisal progress.