> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Appraisal Reports

> Once an appraisal cycle is running, you'll want to see how everyone scored side by side — who is at the top, who hasn't filled in their self-appraisal,…

Once an appraisal cycle is running, you'll want to see how everyone scored side by side — who is at the top, who hasn't filled in their self-appraisal, who is missing peer feedback. The **Appraisal Overview** report gives you exactly that: pick a cycle and you get one row per employee/appraisal in that cycle, with their component scores and final score, plus a small summary panel of headline numbers across the whole cohort.

This page explains how to run the report, what each column means, and how the filters narrow it down.

**You'll find this at:** `/hr/performance/reports/overview`

> 📷 *Screenshot: the Appraisal Overview report — filter bar, summary cards, top-10 bar chart, and the scores table — to be added.*

> Hitaji 360 is **multi-business**. The report only ever shows appraisals from the **currently selected business**, even if you pass a cycle ID from another business. Confirm the right business is selected in the switcher before reading the numbers.

***

## Running the report

1. Open `/hr/performance/reports/overview`.
2. Choose an **appraisal cycle** — this is **required**. Until you pick one, the page shows a "Select a cycle to view the report" prompt and fetches nothing.
3. Optionally narrow the results with the **Department**, **Designation**, and **Employee** filters.

The report then shows three things: a row of summary cards, a top-10 bar chart by final score, and the full scores table.

### Filters

| Filter          | Required | Notes                                                                      |
| --------------- | -------- | -------------------------------------------------------------------------- |
| **Cycle**       | Yes      | The appraisal cycle to report on. Nothing loads until this is chosen.      |
| **Department**  | No       | Matches the appraisal's department. Options come from your org units.      |
| **Designation** | No       | Matches the appraisal's designation. Options come from your org positions. |
| **Employee**    | No       | Limits the report to a single employee.                                    |

Under the bonnet this calls
`GET /api/hr/performance/reports/appraisal-overview?cycleId=…&department=…&designation=…&employeeId=…`.
Only `cycleId` is mandatory; the other three are applied as extra filters when supplied. Appraisals that were cancelled (document status 2) are excluded.

***

## The summary cards

Across the top, four headline figures for everyone in the filtered set:

| Card                        | What it counts                                                                                                                                                             |
| --------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Total Appraisees**        | Number of appraisal rows returned.                                                                                                                                         |
| **Avg Final Score**         | The mean of every row's final score (0–5), to two decimal places.                                                                                                          |
| **Pending Self-Appraisals** | Appraisals that are not yet finalised **and** have no self ratings entered (self score is 0). A finalised appraisal that genuinely scored 0 is **not** counted as pending. |
| **Missing Feedback**        | Appraisals with zero submitted peer/360° feedback responses.                                                                                                               |

***

## The scores table

One row per appraisal. Clicking an employee's name opens that appraisal at `/hr/performance/appraisals/:id`.

| Column             | Meaning                                                                                      |
| ------------------ | -------------------------------------------------------------------------------------------- |
| **Employee**       | The employee's name (links to the appraisal).                                                |
| **Designation**    | The appraisal's designation.                                                                 |
| **Department**     | The appraisal's department.                                                                  |
| **Feedback Count** | How many submitted 360°/peer feedback responses this appraisal has.                          |
| **Avg Feedback**   | The average of those feedback scores (0–5), two decimals.                                    |
| **Goal Score**     | The score from the employee's goals / KRAs (the appraisal's total goal score, 0–5).          |
| **Self Score**     | The employee's self-appraisal score (0–5).                                                   |
| **Final Score**    | The overall final score for the appraisal (0–5). The table is sorted by this, highest first. |

All four scores use the same **0–5** scale used throughout performance. The table defaults to sorting by **Final Score** descending; you can re-sort by clicking any column header. The bar chart above the table plots the **top 10** appraisals by final score, comparing their Goal, Self, Feedback and Final scores.

> The scores themselves come straight off each appraisal record — this report reads and aggregates them, it does not recalculate them. See [Appraisals](/hr/user/performance/appraisals) for how each score is produced.

***

## Permissions

| Action                             | Permission            |
| ---------------------------------- | --------------------- |
| View the Appraisal Overview report | `hr-performance:read` |

The report is tenant- and business-scoped: it always restricts to the caller's selected business, so passing another business's cycle ID returns nothing.

***

> ⚠️ **Current state — no export.** The Appraisal Overview report is **on-screen only**. There is no CSV, Excel or PDF export button on the page, and the API returns JSON for the screen rather than a downloadable file. If you need the data elsewhere today, copy it from the table manually. (Flagged for the team.)

***

## Related

* [Appraisals](/hr/user/performance/appraisals) — the appraisals whose scores this report aggregates
* [Appraisal cycles](/hr/user/performance/appraisal-cycles) — the cycle you select to scope the report
* [Performance overview](/hr/user/performance/overview) — how performance fits together
* [HR reports hub](/hr/user/reports/overview) — all HR reports in one place
