Custom Review List

Creating a Custom List of Reviews is a valuable tool for administrators, allowing them to see the customized data that is important to them.

Custom lists can be used for a variety of things. Some of our favorites include:

  • Seeing scores for a specific set of archived reviews
  • Scoring or evaluation lists that include other fields such as department, location, or review cycle
  • Seeing the 360 review status (completed vs. requested)
  • See and export goals, or see how many goals, notes, or measurements have been made
  • To track scores for employees, managers, and 360s

Watch below, or read on to learn more about Custom Review Lists.

Step 1: As a Trakstar Perform administrator, select the Reviews page from the Navigation Bar. Select New Review List from the top right of the screen.

Step 2: Give the review list a name and a description – it is required to build the custom review list.  Determine who will be able to see the custom appraisal list using the check boxes.

Step 3: Select the filter (add more than one if desired using the +Add Filter sign) and determine which information will be displayed in the on-screen columns.

Step 4: Here’s an example of a customized report. Once you are ready to view the custom review list, click on the save button found on the bottom right-hand side of the page.

Step 5: The report is now visible to the Trakstar Perform Administrator. To delete or edit the report, select Edit this Review List on the right. Additionally, the list may be exported to a spreadsheet by clicking the Export button in the top right.

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