After the general configuration (see more about the general configuration fields here ) you will see a report specific field:

1. If you have task groups for special purpose what you don't want to see in the report, you can exclude them by starting enter their name or select from the dropdown menu when click on the field.
2. Select this if you want to get the xlsm file in e-mail. In general you only get the HTML view.
3. You can make hierarchy between users and groups, starting from the company level. If you need hierarchy specific information, you can customize this here. You have to set 2 level separated by comma (like in the example). For more informations about he user and group levels visit the user management page
4. Here you can set the details of the report's HTML view:
   1. The total performance indicator measures the norm of the selected people.
   2. The total performance in weekly breakdown.
   3. The total and weekly performance of the selected groups.
   4. Best 3 performance (Overall).
   5. Worts 3 performance (Overall).
   6. Overall individual performance. Note that you can only select The overall or the best/worst performances.
      option e., f. and g. is compared to the overall aggregated performance even if option a isn't selected.
   7. The spreadsheet shows only the worst 3 underperformer
   8. The spreadsheet shows all user in a group breakdown
      The sheet in option g. or h. provides information about the selected KPI weights, the limits what someone shouldn't cross and the target values.