Hi Paul and Richard,

Having been involved with the team that developed this functionality, I thought I'd add a little bit more detail, especially regarding your questions around the report source.

So, to clarify:

• Whichever version of Totara Perform you're on, it is possible to give managers access to their team's response data. Due to the sensitive nature of performance management data, we made the decision not to add the capability to the Staff Manager role by default, but leave it up to individual organisations to determine whether it was appropriate.
• By assigning the 'mod/perform:report_on_subject_responses' capability to the Staff Manager role, it will give the manager access to all performance response data for their current team members (i.e. including data that was recorded before they became a team member reporting to this particular manager). This differs from what the manager has access to in their Activities area, which includes all activities they have been participants in (i.e. could include former team members).
• The response data report that the manager has access to is 'pre-restricted' to their team members' data only (because the capability is applied in their team members' user context). Note that this means they may have access to response data in excess of what the participant view permissions allow, on activities where they are participants.
• In versions 13-16, the manager will be able to access the reports via their Team page, once they have the appropriate capability. The text link in the sentence below the page heading will take them to all team members' data, whereas the links below each team member will take them to the data for that team member only.
• In version 17, we have added the button link Craig mentioned on the Activities page to make it easier to find.
• In v17, in addition to being able to download to CSV as previously, you can download to Excel or view the data as a report on screen. We've included a few multi-select filters to help managers more easily narrow down to the specific data they're interested in.

Richard, you are correct that the response data is only available as an embedded report. For performance reasons, it is not available as a report source, nor can a clone of the embedded report be used. The granularity of the data (one record per response per participant) means that the volume of data can rapidly grow to hundreds of thousands of records over time. The nature of the permissions checks across multiple contexts that would need to be applied when running a user report based on the source heavily impacts performance.