The Reporting Dashboard provides a clear snapshot of your school’s professional growth in one place, displaying reports for Notes Insights, Observation Milestones, Goals, Spotlights, Mindful Minutes, and Professional Development requests.
To access the Reporting Dashboard, click “Reports” at the top of the screen.
The default filters will show you insights on each feature for your current cycle. In the filter bar, you can change your view to show specific groups, workspaces, supervisors and their direct reports, individual employees, or time frames. Once you have selected a filter click “Apply New Filters” to apply. If you have disabled any of the features within your myFolio account, they will not appear on your Reporting Dashboard.
Every feature is supported by a dedicated report that provides a comprehensive view of all completed work within your professional growth cycle. To view the report for a feature, click on the double arrow in the upper right corner of the box.
Notes Reports
For Notes Insights and Observation Milestones, clicking directly on the bar graph will allow you to pre-filter the Notes Report for the selected Note Type or Observation Milestones.
When viewing Notes Reports, you have the option to view all Notes, Notes by type, and for Observations only, Notes by Milestone. The same filters from the main Reporting Dashboard are available to further focus your report to specific Groups, Workspaces, Supervisors and their direct reports, individual employees, or time frames. Once you have selected a filter click “Apply New Filters” to apply.
Drafts Notes appear listed in the Notes Report with the published date "DRAFT." Clicking on "DRAFT" in this column will allow the author to continue working on their draft note. Draft Notes are only visible to the author of the Note and will not appear to other users when viewing the Note Report.
To view a specific Note, click on the published date to be taken to the Note page.
You can download a .csv file of completed Notes by clicking “Export” in the top right corner. The .csv file contains the information shown in the table on the Reports page and does not contain the content from individual Notes. 
Goals Report
The Goals Report displays published Goals from this Cycle. The same filters from the main Reporting Dashboard are available to further focus your report to specific Groups, Workspaces, Supervisors and their direct reports, individual employees, or time frames. Additionally, you can filter Goals by Theme or Category. Once you have selected a filter click “Apply New Filters” to apply.
You can download a .csv file of published Goals by clicking “Export” in the top right corner. The .CSV file contains all published Goals as well as a list of employees who have not published a Goal.
The Goals Report also provides a list of Employees who have not published Goals by selecting “Employees Without Goals.”
Spotlights Report
The Spotlights Report provides a list of all Spotlights sent during a selected time period. The report can be filtered by Employee, Supervisor, or Group. The filtered report will show both sent and received Spotlights for the filtered employees.
To export a report of Spotlights, click “Export Spotlights” in the upper right corner.
Mindful Minute Report
The Mindful Minute Report shows how many Mindful Minutes have been created, how many responses you've received, and the average sentiment of the response.
In the Overview section, you can view individual employee responses.
To export the data for further analysis, click Download to CSV to receive a CSV file of received responses.
Professional Development Report
The Professional Development Report provides a list of all submitted professional development requests. The report can be filtered by groups, supervisor and their direct reports, individual employee, status, approval status, or time frame. Once you have selected a filter click “Apply New Filters” to apply. To export the Professional Development Report as a csv file, click “Export” in the upper right corner.
