@@ -10,7 +10,20 @@ To access the *Appraisal Analysis* report, navigate to :menuselection:`Appraisal
1010--> Appraisal Analysis
1111
1212On the :guilabel: `Appraisal Analysis ` page, a report loads, displaying all the appraisals in the
13- database. Each entry is highlighted in a different color to represent their status:
13+ database, in a default graph chart. Appraisals are grouped by :guilabel: `Month `, then
14+ :guilabel: `Department `.
15+
16+ View by status
17+ ==============
18+
19+ Another way to view the *Appraisal Analysis * report is in the Gantt view, which provides visual
20+ information on the appraisal's status.
21+
22+ Navigate to :menuselection: `Appraisals app --> Reporting --> Appraisal Analysis `, and click the
23+ :icon: `fa-tasks ` :guilabel: `(Gantt) ` icon in the upper-right corner. The report displays the current
24+ year, grouped by department, with the current month highlighted.
25+
26+ Each entry is highlighted in a different color to represent their status:
1427
1528+-----------+----------------------------+------------------------------------------------+
1629| Color | Status | Meaning |
@@ -28,26 +41,25 @@ database. Each entry is highlighted in a different color to represent their stat
2841 Appraisals are scheduled automatically (appear in gray), according to their respective
2942 :ref: `appraisals/appraisal-plan `.
3043
31- The report displays the current year, in a default Gantt view, grouped by department, with the
32- current month highlighted.
33-
3444To change the period of time that is presented, adjust the date settings in the top-left corner of
35- the report by clicking the default :guilabel: `Year ` to reveal a drop-down menu of options. The
36- options to display are :guilabel: `Day `, :guilabel: `Week `, :guilabel: `Month `, and :guilabel: `Year `.
37- Use the adjacent arrows to move forward or backward in time.
45+ the report by clicking the :icon: `fa-calendar ` :guilabel: `From: (date) to (date) ` to reveal a
46+ drop-down menu of options. The options to display are :guilabel: `Today `, :guilabel: `This week `,
47+ :guilabel: `This month `, :guilabel: `This quarter `, and :guilabel: `This year `.
48+
49+ Additionally, a range of dates can be entered in the :guilabel: `From ` and :guilabel: `To ` fields at
50+ the bottom of the list, then click :guilabel: `Apply `.
3851
39- At any point, click the :guilabel: `Today ` button to have the Gantt view include today's date in the
40- view.
52+ At any point, click the :icon: ` fa-crosshairs ` : guilabel:(Focus Today) report
53+ include today's date in the view.
4154
4255To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying
4356the due date for the appraisal. To view more details, click the :guilabel: `View ` button, and further
44- details appear in a pop-up window.
57+ details appear in an :guilabel: ` Open ` pop-up window.
4558
4659The report can have other :ref: `filters <search/filters >` and :ref: `groupings <search/group >` set in
4760the search bar at the top.
4861
4962.. image :: appraisal_analysis/analysis.png
50- :align: center
5163 :alt: A report showing all the appraisals for the Appraisal Analysis report.
5264
5365.. _appraisals/group-status :
@@ -56,22 +68,20 @@ Group by status
5668===============
5769
5870When a company has a large number of employees, the default :guilabel: `Appraisal Analysis ` report
59- may display too much information to view easily . In this scenario, viewing the data by status can be
60- beneficial.
71+ may display too much information to view at one time . In this scenario, viewing the data by status
72+ can be beneficial.
6173
62- First, remove the default :icon: `oi-group ` :guilabel: `Department ` grouping from the search bar.
63- Next, click the :icon: `fa-caret-down ` :guilabel: `(down arrow) ` icon in the far-right of the search
64- bar. Click :guilabel: `Status ` in the :icon: `oi-group ` :guilabel: `Group By ` column. Click away from
65- the drop-down menu to close it.
74+ First, clear any filters or groups from the search bar. Next, click the :icon: `fa-caret-down `
75+ :guilabel: `(Toggle Search Panel) ` icon in the far-right of the search bar. Click :guilabel: `Status `
76+ in the :icon: `oi-group ` :guilabel: `Group By ` column. Click away from the drop-down menu to close it.
6677
6778All the appraisals are now organized by status, in the following order: :guilabel: `Cancelled `,
6879:guilabel: `Done `, :guilabel: `To Start `, and :guilabel: `Appraisal Sent `.
6980
70- This view makes it easy to see which appraisals need to be completed, and when, as well as which
71- appraisals still need to be confirmed.
81+ This view shows which appraisals need to be completed, and when, as well as which appraisals still
82+ need to be confirmed.
7283
7384.. image :: appraisal_analysis/by-status.png
74- :align: center
7585 :alt: A report showing all the appraisals, grouped by status.
7686
7787Use case: view only the user's appraisals
@@ -80,8 +90,8 @@ Use case: view only the user's appraisals
8090When viewing the :guilabel: `Appraisal Analysis ` report, it can save time to only view the appraisals
8191the signed-in user is responsible for, and hide the rest.
8292
83- To only view this data, click the :icon: `fa-caret-down ` :guilabel: `(down arrow ) ` icon in the
84- far-right of the search bar, revealing a drop-down menu.
93+ To only view this data, click the :icon: `fa-caret-down ` :guilabel: `(Toggle Search Panel ) ` icon in
94+ the far-right of the search bar, revealing a drop-down menu.
8595
8696.. note ::
8797 It is not necessary to remove the default :icon: `oi-group ` :guilabel: `Department ` grouping. If it
@@ -98,7 +108,6 @@ scroll down and click on :guilabel:`Manager`. Next, set the middle field to :gui
98108the fields are set, click :guilabel: `Add `.
99109
100110.. image :: appraisal_analysis/custom.png
101- :align: center
102111 :alt: A customized filter to show only the user's employees.
103112
104113Now, the only appraisals that appear are the appraisals that the selected user is responsible for,
@@ -107,7 +116,6 @@ instead of viewing *all* the appraisals.
107116This report can also be :ref: `grouped by status <appraisals/group-status >`.
108117
109118.. image :: appraisal_analysis/users-appraisals.png
110- :align: center
111119 :alt: A report showing only the appraisals the user is responsible for, by status.
112120
113121.. seealso ::
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