Overview
The Reviews module in Teamflect provides comprehensive insights into performance reviews, helping organizations track completion rates, analyze review scores, and evaluate trends across departments, locations, and reviewer or reviewee roles. This article will guide you through the available reports and key metrics within the Reviews module.
What is the Reviews Reports Module?
The Reviews Reports module is designed to give managers, HR teams, and administrators detailed insights into the organization’s performance review process. It allows you to:
Track review creation, submission, and finalization across your organization.
Analyze average scores and performance trends by reviewer, reviewee, department, or location.
Evaluate qualitative review comments, including most frequent words and recurring themes.
Gain insights into review completion rates, ensuring no review cycles are delayed or incomplete.
Monitor 9-box results and other talent metrics to support performance management and succession planning.
This module gives a comprehensive view of the review process, making it easier to track progress, identify patterns, and make data-driven decisions about employee performance and development.
Accessing your Reviews Reports
1. Go to your Admin Center > Reports: https://admin.teamflect.com/#/reports
2. Select the Reviews Module
Filtering your Data:
The Reviews Reports module allows you to filter your data to focus on the information that matters most. These filters help you refine results based on review cycles, participants, locations, departments, and more.
These filters allow you to:
Quickly narrow down reports to specific review periods or templates.
Focus on particular reviewers, reviewees, or departments.
Analyze performance trends across locations, user attributes, or employee status.
Identify incomplete or finalized reviews for follow-up.
Filter Name | Description |
Created Date | Filter reviews based on the date they were created. |
Reviewee Name | Focus on reviews for a specific employee. |
Reviewer Name | Focus on reviews submitted by a specific reviewer. |
Manager Name | Narrow down reviewees from a specific manager |
Template | Select reviews using a specific template. |
Cycle | Narrow results to a particular review cycle. |
Question Set | Filter reviews based on the question set used. |
Questions | Select specific questions to view associated responses and scores. |
Department | View results for specific departments. |
Location | Focus on reviews from a particular office or region. |
Country | Narrows down results from a specific contry |
User Attributes | Refine data based on custom user attributes set in your organization. |
Review Status | Filter by review stage: Created, Submitted, Signed, or Finalized. |
Criteria | Filter reviews based on review section |
📌 Tip: Use multiple filters together to quickly drill down to the exact data set you need. For example, you can combine Review Cycle + Department + Review Status to find all pending reviews for a specific team during a specific cycle.
📌 Tip: You can quickly check whether any filters are currently applied by looking for a number badge on the Filters button. Active filters are also displayed on the top-left side of the reports page under Active.
Reviews Report Sections:
1. Summary
The Summary tab provides a high-level overview of your review data, helping you quickly assess the progress and overall health of your review cycles. Here, you can track key metrics such as total reviews, completion rates, finalized reviews, on-time finalization rates, and the number of templates in use.
The page also includes visual reports that highlight review trends over time, completion progress through the review process, and the distribution of reviews across templates, making it easy to monitor participation and identify areas that may require attention.
2. Results
The Results tab provides a detailed analysis of review outcomes, helping you understand performance trends and scoring patterns across your organization. Here, you can compare average review scores and completion rates across different employee segments such as departments, locations, countries, tenure groups, divisions, and managers.
The page also includes score analysis reports that compare finalized and pre-calibrated ratings, as well as score distribution charts that highlight how finalized review scores are spread across your workforce. Use this page to identify performance trends, uncover rating patterns, and gain deeper insights into review results.
3. Completion
The Completion tab provides a detailed view of review progress and completion status across your organization. Here, you can analyze completion rates by reviewer and reviewee groups, helping you identify where reviews are progressing smoothly and where follow-up may be needed.
The page also includes finalization metrics, on-time completion data, and a list of finalized reviews for deeper analysis. Use this page to monitor participation, track review completion trends, and ensure review cycles are moving toward completion as expected.
4. Criteria
The Criteria tab provides a breakdown of review results by individual review criteria. Here, you can compare average scores across competencies, goals, and performance areas, view the percentage of maximum scores achieved, and analyze the weight and response count for each criterion. Use this page to identify strengths, development opportunities, and the criteria that have the greatest impact on review outcomes.
5. 9-Box Results
The 9-box Results tab provides a visual breakdown of employee performance and potential using the 9-box matrix. Employees are categorized into groups such as Stars, Core Players, High Performers, and other talent segments based on their review results.
Alongside the matrix, you can view detailed employee information for each category, making it easier to identify top talent, development opportunities, and workforce trends. Use this page to support talent reviews, succession planning, and performance discussions.
📌Tip: Select a quadrant in the 9-box matrix to narrow down the employee details table. The table will automatically display only the employees assigned to the selected category.
6. Question Sets
The Question Sets tab provides a breakdown of review responses by question set. Here, you can compare scores across different question sets and analyze results from both the Reviewee and Reviewer perspectives.
You can also use employee attributes such as department, job title, office location, and more to identify trends and compare results across groups. Use this page to understand how different areas of your review templates are performing and uncover patterns within specific employee segments.
7. Answers
The Answers tab provides a detailed view of how respondents answered individual review questions. Here, you can analyze answer distributions from both the Reviewee and Reviewer perspectives, helping you identify response patterns, areas of alignment, and potential differences in perception. Use this page to better understand how employees and reviewers are responding to specific questions across your review process.
📌Tip: Use the Questions dropdown to focus on a specific question. Click the + icon next to a question to expand it and view its answer distribution in more detail.
8. Review Details
The Review Details tab provides access to detailed review data for individual review records. Here, you can view information such as review titles, reviewees, reviewers, submission statuses, due dates, finalization dates, signatures, and more.
📌 Tip: Use the Select Columns panel to customize the table and display only the data that is most relevant to your analysis. You can also switch between the available views at the top of the table to focus on specific aspects of review data.
9. AI Analysis
The AI Analysis tab allows you to generate AI-powered insights from your review data. You can create an overall summary of the selected review results or ask specific questions about the data using natural language. The AI analyzes the reviews currently included in your report and provides actionable insights, trends, and observations to help you better understand review outcomes.
📌Tip: Apply filters before generating a summary or asking questions to narrow the scope of the analysis. The more focused your dataset is, the more relevant and accurate the AI-generated insights will be.
🪧 Note: AI-generated responses may contain inaccuracies. Always review and validate the output before using it for decision-making.
Frequently Asked Questions about Reviews Reports:
Q: Do both parties need to sign for the “signed” status to appear?
A: Yes, if your review template is set to Reviewee & Reviewer (default), the review will show as “Signed” only after both parties complete their e-signatures. If the review template has been has configured as Reviewer Only or Reviewee Only, then the status will become “Signed” as soon as the required signer signs.
Q: How can I have an overview of all the Reviewer Comments for particular review cycle?
A: Filter the Review Cycle, then under the All Reviews Section, tick the Overall Reviewer Comment to display this section.
Q: Why aren’t analytics or averages showing?
A: Averages only calculate when the underlying questions/criteria are rating-based (e.g., Rating / Likert / multiple choice with scoring). If your selected template/cycle/question filters only include free-text comment or multiple choice questions, you’ll see no averages.
Use Cases
HR Performance Tracking
HR teams can monitor the entire review lifecycle, from creation to finalization. By analyzing review completion rates, self-review submissions, and signed or finalized reviews, HR can identify bottlenecks, ensure compliance, and follow up on pending actions. This ensures that every review cycle is completed on time and no employee is overlooked.Manager Score Analysis
Managers can evaluate performance by examining average scores, score distributions, and review dimensions such as department, location, or role. This allows for fair and consistent performance assessments, comparison between teams or business units, and identification of areas where employees may need additional support or development.Talent Development Insights
Organizations can leverage the module to uncover patterns and trends in employee performance. Using tools like 9-box results, most frequent words in review comments, and question set analysis, leaders can identify high-potential employees, skills gaps, and recurring feedback themes. These insights inform decisions about promotions, succession planning, training initiatives, and targeted coaching programs.Data-Driven Review Audits
The module enables auditing of all review activity with detailed metadata, including reviewer/reviewee information, submission status, and review scores. This allows organizations to ensure transparency, verify calibration, and maintain accountability across performance management processes.
Final Thoughts
The Reviews Reports module empowers managers and HR teams with a full view of review activity, scores, and qualitative feedback. With robust filtering, detailed metrics, and visual insights, organizations can track progress, ensure compliance, and make data-driven decisions to enhance performance management and employee development.