Performance Rating Filters Now Available in Shared Reports

You can now include performance rating filters in filtered (shared) survey reports, not just admin reports. This allows the option for managers and leaders to see how engagement varies across performance groups, making it easier to spot trends, support at-risk employees, and have more informed retention conversations.
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What's new:

• Share performance insights with managers and leaders: Performance rating data was previously only visible in admin reports. It can now be surfaced in filtered reports shared with report viewers.
• Admins stay in control: Admins choose which performance cycles are linked to a survey and which reports include the filter, keeping sensitive data protected.
• Two steps to set up: Link an eligible performance cycle to your survey via the Demographics page, then enable additional filtering when building your filtered report and select the relevant cycle.
• Protected by your existing confidentiality settings: The performance rating filter respects your reporting group minimums and is excluded from Raw Data Extract and Participant exports.