--- title: How to Run a Perform Notes Report description: perform log report --- [Skip to content](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-notes-report#main-content) [Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new?hsLang=en) [![Ausmed-Organisations-coloured-white](https://knowledge.organisations.ausmed.com.au/hubfs/Ausmed-Organisations-coloured-white.svg)](https://www.ausmed.com.au/organisations/) Open main navigation Close main navigation - [Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new) - [Submit Help Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new) [Submit Help Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.organisations.ausmed.com.au/en/knowledge?hsLang=en) 2. [Ausmed Perform™](https://knowledge.organisations.ausmed.com.au/en/knowledge/ausmed-perform?hsLang=en) 3. [Reports](https://knowledge.organisations.ausmed.com.au/en/knowledge/ausmed-perform?hsLang=en#reports) # How to Run a Perform Notes Report ## Understand how to use the Perform Notes Report to view all performance notes across your organisation. The **Perform Notes Report** helps you monitor and extract detailed performance notes recorded during review programs. These logs can include reflective practice notes, informal coaching entries, or sentiment-based records, and are especially useful for audit preparation, compliance tracking, or supporting performance discussions. --- ### **Who it applies to** - Organisation and Team Managers using Ausmed Perform - Admins responsible for performance tracking, reporting or audits --- ### **In this article** - [Accessing the Perform Notes Report](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-notes-report#access-report) - [Filter Options](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-notes-report#filter-options) - [Understanding the Results](https://knowledge.organisations.ausmed.com.au/en/knowledge/how-to-run-a-perform-notes-report#understanding-results) --- #### **Accessing the Perform Notes Report** 1. In the top navigation bar, go to **Perform**. 2. Select **Reports**. 3. Choose **Perform Notes** from the available report types. --- #### **Filter Options** To customise the report to your needs, apply any combination of the following filters: - **User, Team, Job Role, Location, Manager:** Focus on individual records or aggregate by team/location. - **Standards or Frameworks:** Filter notes linked to regulatory or capability frameworks. - **Date Range:** View notes created within specific timeframes—like “Last 30 Days,” “This Financial Year,” or any custom period. --- #### **Understanding the Results** Once your filters are applied, click **Run Report**. The results will show detailed performance notes with the following information: | **Column** | **Description** | | --- | --- | | **User** | Who the note is about | | **Note** | The full content of the note | | **Type** | Performance, Attitude / Behaviour, Professionalism, Time and Attendance, Other | | **Sentiment** | Positive, Neutral, or Constructive | | **Added By** | Who wrote the note | | **Date Added** | When the note was submitted | | **Linked Standards / Frameworks** | Any frameworks or standards associated | | **Evidence** | Any files or tags linked to the note | | **Team / Job Role / Location / Manager** | User metadata | ### **Grouping options include:** - By **User** - By **Team**, **Job Role**, **Location**, or **Manager** - By **Sentiment** (positive, neutral, constructive) - By **Type** (type of note) This allows you to answer questions such as: - “Which staff have received mostly constructive notes?” - “What performance coaching has occurred in Team A over the past quarter?” - 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