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Reports

Contributor Reports

This guide covers how to generate, view, and export comprehensive reports in ManagerDash.

Understanding Reports​

Reports provide consolidated views of:

  • Goals and milestone progress
  • Skills assessments
  • Pull request evaluations
  • Feedback history
  • All data for a specific date range

Report Types​

Individual Reports:

  • Single person's complete data
  • All activities and assessments
  • Filtered by date range
  • Exportable as Markdown

Team Reports:

  • Team-wide overview
  • Aggregated metrics
  • Member comparisons
  • Collective progress

Generating Individual Reports​

Basic Report Generation​

  1. Select a person from the sidebar
  2. Click the Report tab in top navigation
  3. Set the date range:
    • Start Date: Beginning of period
    • End Date: End of period (today by default)
  4. Report generates automatically

Date Range Selection​

Common Ranges:

  • Last Month: 30 days
  • Last Quarter: 90 days (3 months)
  • Last 6 Months: 180 days
  • Last Year: 365 days
  • Custom: Any start/end dates

Date Pickers:

  • Click date field to open calendar
  • Type date directly (YYYY-MM-DD)
  • Use arrow keys to navigate
  • Changes update report immediately

Report Updates​

Reports refresh when:

  • You change date range
  • You switch between people
  • Underlying data changes
  • You navigate away and back

Report Sections​

Goals Section​

Displays:

  • All goals in date range (based on creation date)
  • Goal status with color badges
  • Start and target dates
  • Goal descriptions
  • Milestone progress bars
  • Detailed milestone lists with status
  • Completion percentages

For Each Goal:

  • Title and status badge
  • Description (if present)
  • Start and target dates
  • Progress bar (if milestones exist)
  • Milestone breakdown:
    • ✓ Completed (green)
    • ⧗ In Progress (blue)
    • ✗ Blocked (red)
    • ○ Not Started (gray)
  • Completion ratio (e.g., "3/5")
  • Milestone target dates

Skills Assessment Section​

Displays:

  • Current ratings for all competencies
  • Grouped by category
  • Last assessment date
  • Overall notes (if any)
  • Individual competency notes

For Each Competency:

  • Competency name
  • Current rating (0-4)
  • Rating label
  • Notes (if present)
  • Category classification

Pull Requests Section​

Displays:

  • Total PR count
  • Rating distribution
  • Individual PR details

For Each PR:

  • Title (with rating prefix)
  • Repository and number
  • Rating badge
  • Closed date
  • Changes (+additions/-deletions)
  • Files changed count
  • Comments count
  • Notes

Feedback Section​

Displays:

  • All feedback in date range (by creation date)
  • Chronologically ordered
  • Full feedback content
  • Author information
  • Type and tags

For Each Feedback Item:

  • Author name
  • Type badge (if assigned)
  • Full content
  • Tags (if any)
  • Creation date

Exporting Reports​

Download as Markdown​

  1. Navigate to Report tab
  2. Set desired date range
  3. Click the download icon (↓) in top-right
  4. File saves to your Downloads folder
  5. Filename format: report_INITIALS_STARTDATE_to_ENDDATE.md

Markdown Format​

Exported reports include:

Header:

  • Person's name and initials
  • Date range
  • Generation timestamp

Sections:

  1. Goals (with full milestone details)
  2. Skills Assessment
  3. Pull Requests (with metrics)
  4. Feedback (chronologically)

Formatting:

  • Proper Markdown syntax
  • Headers for sections
  • Lists for items
  • Tables where appropriate
  • Links preserved
  • Clear visual hierarchy

Using Exported Reports​

Performance Reviews:

  • Attach to review documents
  • Share with HR systems
  • Print for meetings
  • Archive for records

1-on-1 Preparation:

  • Review before meetings
  • Share with team member
  • Discuss together
  • Annotate offline

External Systems:

  • Import into Word/Google Docs
  • Convert to PDF
  • Share via email
  • Upload to HR platforms

Team Reports​

Generating Team Reports​

  1. Select a team from the sidebar
  2. Click the Report tab
  3. Set date range
  4. View aggregated team data

Team Report Contents​

Team Goals:

  • All team-level goals
  • Collective progress
  • Status distribution
  • Milestone summaries

Team Skills:

  • Aggregated competency data
  • Team averages per skill
  • Skill distribution
  • Gap analysis

Team Overview:

  • Member count
  • Active goals
  • Overall progress
  • Key achievements

Report Interpretation​

Reading Goal Progress​

Progress Bars:

  • Green fill = % complete
  • Based on completed/total milestones
  • Empty = no progress
  • Full = all milestones done

Status Colors:

  • Gray: Planned (not started)
  • Blue: In Progress (active)
  • Green: Done (completed)
  • Red: Blocked (impediment)

Understanding Skills Data​

Rating Scale:

  • 0: Not a focus
  • 1: Needs focus
  • 2: On track
  • 3: Outperform
  • 4: Exceptional

Overall Notes:

  • Provide context
  • Explain trends
  • Note changes
  • Highlight focus areas

Analyzing PR Patterns​

Rating Distribution:

  • Mostly "Exceeding": High performer
  • Mostly "Meeting": Consistent performer
  • Mix: Normal variability
  • Mostly "Below": Needs support

Volume Analysis:

  • High volume: Productive
  • Low volume: Check workload/blockers
  • Increasing: Ramping up
  • Decreasing: Investigate

Feedback Themes​

Look for:

  • Recurring positive themes (strengths)
  • Recurring constructive themes (development areas)
  • Pattern changes over time
  • Balance of positive/constructive

Best Practices​

Report Generation Timing​

Regular Reviews:

  • Monthly: Last 30 days
  • Quarterly: Last 90 days
  • Semi-annually: Last 180 days
  • Annually: Last 365 days

Special Events:

  • Before performance reviews
  • After project completion
  • Before promotion discussions
  • For calibration sessions

Date Range Selection​

Guidelines:

  • Align with review cycles
  • Use consistent periods
  • Include full context
  • Consider project timelines

Examples:

  • Q1 Review: Jan 1 - Mar 31
  • H1 Review: Jan 1 - Jun 30
  • Project: Project start - Project end
  • Annual: Jan 1 - Dec 31

Using Reports Effectively​

Preparation:

  1. Generate report 1 week before review
  2. Review thoroughly
  3. Note discussion points
  4. Export for reference
  5. Share with team member (if appropriate)

During Meetings:

  1. Have report open
  2. Walk through sections together
  3. Discuss patterns
  4. Reference specific examples
  5. Set goals based on data

Follow-Up:

  1. Export final version
  2. Attach to review documents
  3. File for records
  4. Use for next review comparison
  5. Track improvement over time

Report Maintenance​

Keep Data Current:

  • Update goals regularly
  • Rate PRs promptly
  • Capture feedback frequently
  • Refresh skills assessments
  • Review reports before generating

Clean Data:

  • Archive old goals
  • Remove outdated feedback
  • Update stale information
  • Fix incorrect dates
  • Verify accuracy before export

Common Workflows​

Quarterly Performance Review​

3 weeks before:
- Update all goals and milestones
- Complete skills assessment
- Rate recent PRs
- Add any missing feedback

2 weeks before:
- Generate 90-day report
- Review for completeness
- Export to Markdown
- Convert to desired format

1 week before:
- Share with team member
- Review together
- Discuss patterns
- Prepare talking points

During review:
- Use report as guide
- Reference specific examples
- Discuss each section
- Set next quarter goals

After review:
- Export final report
- Attach to HR system
- File for records
- Use for next review

Monthly Check-In​

Day before 1-on-1:
- Generate 30-day report
- Quick review
- Note 2-3 discussion points

During meeting:
- Pull up report
- Discuss highlights
- Address concerns
- Update goals if needed

After meeting:
- Update report data
- Add new feedback
- Archive completed items

Annual Review​

1 month before:
- Generate 365-day report
- Deep review of all sections
- Identify patterns and trends
- Compare to previous year

3 weeks before:
- Update all assessments
- Complete all pending ratings
- Add comprehensive notes
- Export report

2 weeks before:
- Review with team member
- Gather their input
- Align on assessment
- Prepare promotion case (if applicable)

During review:
- Use report as foundation
- Discuss year-over-year growth
- Reference major achievements
- Set annual goals

After review:
- Final export
- Submit to HR
- Archive for future reference
- Begin tracking for next year

Tips and Tricks​

  1. Regular Exports: Export reports monthly for historical comparison
  2. Consistent Dates: Use same date ranges quarter-over-quarter
  3. Screenshots: Capture visual elements (progress bars, etc.)
  4. Annotations: Add notes to exported Markdown before sharing
  5. Backups: Keep exported reports as data backups
  6. Templates: Create standard report formats for your org
  7. Sharing: Redact sensitive info before external sharing
  8. Printing: Export works well for printing
  9. Comparisons: Keep past reports to show growth
  10. Automation: Schedule regular report generation times

Common Issues​

Missing Data in Report​

Problem: Expected data doesn't appear Solution:

  • Check date range (is data outside range?)
  • Verify creation dates of items
  • Expand date range if needed
  • Check if items were deleted

Report Not Updating​

Problem: Changes don't appear in report Solution:

  • Change date range back and forth to force refresh
  • Navigate away and back
  • Refresh the page
  • Verify underlying data saved

Export Not Working​

Problem: Download button doesn't work Solution:

  • Check browser permissions for downloads
  • Try different browser
  • Verify enough disk space
  • Check file isn't already open

Formatting Issues in Export​

Problem: Markdown export looks wrong Solution:

  • Open in Markdown editor (VS Code, Typora)
  • Check for special characters
  • Convert to different format if needed
  • Re-export if corrupted

Date Range Confusion​

Problem: Unsure what date range to use Solution:

  • Match review period exactly
  • When in doubt, go longer
  • Use calendar month/quarter boundaries
  • Document your standards

Advanced Features​

Milestone Reporting​

Reports now include detailed milestone information:

  • Progress bars showing completion percentage
  • Complete list of milestones with status icons
  • Completion dates for finished milestones
  • Target dates for pending milestones
  • Overall milestone statistics

Multi-Period Analysis​

While ManagerDash doesn't automate this, you can:

  • Export reports for different periods
  • Compare manually
  • Track trends over time
  • Document growth patterns

Custom Date Ranges​

Use custom ranges for:

  • Project-specific reports
  • Incident analysis periods
  • Sabbatical/leave exclusion
  • Special initiatives

Report Customization​

After export, you can:

  • Add executive summary
  • Highlight key points
  • Remove sensitive sections
  • Add context or commentary
  • Reformat for specific audiences

Integration with Other Features​

Goals and Reports​

  • Goals filter by creation date
  • Include all milestones with current status
  • Show progress metrics
  • Link to development plans

Skills and Reports​

  • Snapshot of current assessment
  • Historical context in notes
  • Support for rating discussions
  • Evidence for competency levels

PRs and Reports​

  • Objective quality metrics
  • Pattern analysis
  • Support for technical discussions
  • Evidence for performance ratings

Feedback and Reports​

  • Complete feedback history
  • Multiple perspective capture
  • 360° review support
  • Development tracking

Security and Privacy​

Data Sensitivity​

Reports may contain:

  • Performance information
  • Sensitive feedback
  • Private notes
  • Personal development areas

Best Practices:

  • Redact before sharing externally
  • Use secure channels for transmission
  • Don't share without consent
  • Follow company policies
  • Respect privacy

Export Management​

  • Store exports securely
  • Delete old exports
  • Don't share via public channels
  • Encrypt if required
  • Follow data retention policies

Report Templates​

Performance Review Template​

# [Name] Performance Review - [Period]

## Summary
[Add 2-3 sentence overview]

## Goals Achievement
[Reference report goals section]

## Skills Development
[Reference report skills section]

## Technical Contributions
[Reference report PR section]

## Feedback Summary
[Reference report feedback section]

## Next Period Goals
[Set based on report insights]

Promotion Case Template​

# Promotion Case: [Name] to [Level]

## Performance Over Review Period
[Insert report data]

## Exceeds Current Level
[Highlight "Exceeding" PRs and "4" ratings]

## Demonstrates Next Level
[Specific examples from goals and feedback]

## Recommendation
[Your assessment based on comprehensive report]