The 9-Box Analysis Report in Synergita can be filtered based on specific criteria to help HR and managers focus on particular employee groups or performance segments. Using filters such as Cycle Name, Work Details, Location,
and Reporting To, users can generate targeted insights for more precise talent evaluation.
To access the report:
- Navigate to Reports > 9 box analysis Report under Performance Management

The available filters include:
Cycle Name – Select a specific feedback cycle to generate the report for that appraisal period.
Work Details – Filter employees based on attributes such as Designation, Level, Department, etc.
Location – Generate the report for employees belonging to a specific location.
Reporting To – View the report for employees reporting to a particular manager or supervisor.

Once the desired filters are selected, click Apply to generate the report. The system will display the results by categorising employees into nine quadrants based on their performance and potential levels.

Identify high-potential employees and top performers.
Recognise individuals who require development or coaching for performance improvement.
Support compensation calibration and succession planning decisions.
Filtering the 9-Box Analysis Report allows you to customize the data view according to organizational needs, making it easier to identify top performers, potential leaders, and employees who require development. This targeted approach enhances the accuracy and effectiveness of talent management decisions.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.
