Review Ratings Across Multiple Entities

You can review and compare global performance ratings linked to multiple entities. You can apply filters to focus on particular areas of interest, and use the charting options to visualize performance trends.

You require the PerformanceRating.Admin entity function role to review ratings across multiple entities.

To review global performance ratings:

1. On the header bar, click Admin.
2. In the Search Admin Zones field at the top, enter Team Evaluation Schemes, and then click the link that displays.
3. On the left navigation pane, click TE Searching & Charting.
4. On the Searching & Charting screen, select any of the following optional filters:

   Filter	Description
   Scheme	Choose to return ratings from a selected scheme only.
   Rating Type	Choose to return ratings submitted against a specific record type. You can choose to view ratings submitted against contacts, organizations, projects, or enquiries.
   Date	Choose the date range to return ratings for. By default, ratings for all dates are returned, but you can filter by ratings submitted last week, last month, last year, or you can specify a custom date range.

5. Click to run a search.
6. To apply additional filters, click the Additional Filters toggle to display the Additional Filters pane and choose one or more of the following filters:

   Filter	Description
   Measured Type	Display only ratings submitted against a single measured type, such as organizations or contacts. When you select a measured type, you can select a specific entity (measured on) or a classification to further refine the results.
   Measured On	Display only ratings submitted against a specific entity, such as an organization or contact. For example, to review the performance ratings for a particular organization, you choose organization as the measured type, and then you select the organization from this list. This filter is only available when you select an option from the Measured Type list.
   Classification	Display only ratings submitted against a selected classification, such as internal or external contacts, or a specific project role. For example, to review the performance ratings for all rated surveyors, you choose organization as the measured type, and then surveyors from this list. This filter is only available when you select an option from the Measured Type list, as classifications are entity dependent.
   Percentage (Min)	Display only entities that have a minimum average performance rating. For example, to display only entities that have an average performance of 75% or above, you enter 75.
   Percentage (Max)	Display only entities that have a maximum average performance rating. For example, to display only entities that have an average performance of 90% or below, you enter 90.

   Click Apply to apply the selected filter(s) to the results.
7. The following options are available:

   To do this...	Click this
   Sort the ratings	The header of the column that you want to sort against
   View an individual rating
   Edit an individual rating (if permitted)
   Generate an Excel or PDF report for an individual rating	> Run Report

8. To view graphical representations of the ratings, do the following:

   To do this...	Click this
   View the average performance by scheme	Scheme
   View the average performance by rating	Rating
   View the average performance by entity	Measured On

   When you view a performance graph, you can click a data series within the legend to hide or display it. To export a graph as a PNG, SVG, JPG, or CSV file, click .