# Introduction

The **Performance Report (PR)** is designed to address this challenge by providing a structured reporting framework that allows users to monitor operational activity, compliance performance, and completion status across different organisational levels.

The Performance Report delivers both:

* high-level management visibility, and
* detailed operational tracking.

It allows organisations to review operational performance from multiple perspectives — whether at site level, department level, or individual work area level.

<figure><img src="/files/o2BOQHnORe2gewIv9NTS" alt=""><figcaption></figcaption></figure>

### Overview

The **Performance Report (PR)** is a reporting feature used to monitor operational performance, checklist completion, and compliance status across different organizational levels.

The report provides visibility into:

* Daily operational activities
* Checklist and record completion
* Verification activities
* Comments and compliance tracking
* Performance scores and trends

The Performance Report is available in three levels:

| Report Type       | Description                                                 |
| ----------------- | ----------------------------------------------------------- |
| Site Report       | Displays overall site-level performance                     |
| Department Report | Displays aggregated performance data for departments        |
| Work Area Report  | Displays detailed performance data for a specific work area |

### Common Use Cases

The Performance Report may be used to:

* Monitor daily operational performance
* Review checklist and task completion across departments
* Identify missing, overdue, or incomplete operational activities
* Support compliance verification and auditing processes
* Track operational trends and recurring issues
* Compare performance between work areas, departments, or sites
* Provide visibility to management and compliance teams
* Export operational data for reporting and audit purposes
* Automatically distribute reports through scheduled email reporting

***

### Who Uses This Feature?

The Performance Report may be used by:

| Role                        | Purpose                             |
| --------------------------- | ----------------------------------- |
| Operational Staff           | Review checklist completion         |
| Supervisors                 | Monitor work area performance       |
| Department Managers         | Review department-level performance |
| Site Managers               | Monitor overall site compliance     |
| Auditors / Compliance Teams | Verify operational activities       |

***

### Site Performance Report

The **Site Performance** **Report** is the highest reporting level.

<figure><img src="/files/tLdxV0szzhEQMwjBU1nK" alt=""><figcaption></figcaption></figure>

It provides an overall view of operational performance across multiple sites within the organization.

This report is mainly used by:

* Regional managers
* Site managers
* Compliance teams
* Senior operational users

The Site Report allows users to:

* Compare performance between sites
* Review department performance within each site
* Monitor overall compliance and operational scores
* Expand sites to view department-level information

***

### Department Performance Report

The **Department Performance Report** is the middle reporting level.

<figure><img src="/files/dYMhnrjQXpr25MdSkVmx" alt=""><figcaption></figcaption></figure>

It focuses on departments within a selected site and summarizes performance across multiple work areas.

This report is mainly used by:

* Department managers
* Supervisors
* Operational leaders

The Department Report allows users to:

* Review department performance
* Compare work area scores
* Monitor operational performance within a department
* Expand departments to view work area details

***

### Work Area Performance Report

The **Work Area Performance Report** is the most detailed reporting level.

<figure><img src="/files/b4uF1yHq3jslwHaGRdo3" alt=""><figcaption></figcaption></figure>

It focuses on a single work area and displays daily operational activities and checklist performance.

This report is mainly used by:

* Operational staff
* Supervisors
* Compliance reviewers

The Work Area Report allows users to:

* Review daily checklist completion
* Monitor record-level performance
* View comments and verification activities
* Identify missed or incomplete tasks
* Export detailed operational records

***

### Scheduled Email Reports

The Performance Report also includes an automated email scheduling feature that allows reports to be distributed to selected users on a recurring schedule.

<figure><img src="/files/rgCMYYvRS5WfbGPW3LHg" alt="" width="375"><figcaption><p>Email Schedule Configuration</p></figcaption></figure>

Reports can be configured to be sent:

* Daily
* Weekly
* Monthly

The scheduling feature allows users to:

* Select report frequency
* Choose recipients from the site user list
* Automatically distribute reports to operational stakeholders
* Reduce manual reporting tasks
* Maintain ongoing operational visibility

This feature is commonly used by:

* Site Managers
* Department Managers
* QA Teams
* Compliance Teams
* Operational Supervisors


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.didge.io/home/performance-report/introduction.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.