Please note this is a legacy feature. To read about the improved performance management features new to Totara 13 please see the Performance page. 

View appraisal reports

Appraisal reports are available by going to Quick-access menu > Appraisals > Reports.

(The video above is taken from the Appraisals course in the Totara Academy). 

Active and inactive appraisals.

Reports are divided into:

Draft appraisals are not displayed here.

Active appraisals

Information about each active appraisal includes:

Select the linked number in any cell to view a detailed report about which learner's appraisals currently fall under that status.

Inactive appraisals

Information about inactive appraisals includes:

Select the linked number in any cell to view a detailed report about which learner's appraisals currently fall under that status.

Status report

Select the Status report link to view the report for this appraisal for all statuses.

Appraisal report.

Detail report

A Detail report link is also available that provides more specific details from the appraisal.

This includes the learner's name, manager, appraisal status, and the questions from the appraisal are listed as column headings.

Detailed appraisal report.

Search filters such as the user's name, current stage, appraisal status and manager's name are available at the top of the page.

Enter any search criteria and select the Search button to filter results. Report results can be exported using the Export drop down at the bottom of the page. See Viewing reports for more information on searching and filtering reports.

To add columns or modify the reports, select the Edit this report button which appears at the top right corner of the report page. These are embedded reports and can be modified to include additional data or reset back to their default settings. See Creating reports for information on modifying report columns and filters.

Additional reports can be created using Report Builder. See Creating reports to learn more about creating reports and Report Sources for available appraisal report sources.

Totara Academy

The Totara Academy has a whole course dedicated to using Appraisals in Totara. Here you can learn more on how to use the tool, see best practice, and give it a go yourself.