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Review Cycle Exports

Adam
  • Updated

In a review cycle, admins can export and download the following information:

  • Peer selection: Reviewees
  • Peer selection: Reviewers
  • Review responses
  • Reviewers progress
  • Reviewees sharing progress
  • Reviewees progress
  • Review analytics

These exports are available as soon as you launch your review, and will update throughout the cycle as reviewers submit their reviews.  We'll walk through the steps to export, and then what data each report includes below.

Export peer selection reviewees and reviewers

  1. Navigate to Admin > Reviews > Performance reviews.
  2. Select the desired review cycle.
  3. Navigate to the Peer selection section. 
  4. Navigate to Reviewees or Reviewers tab.
  5. Click Export CSV.
  6. (Optional) Choose which type of CSV to download:
    • Only include basic user attributes: Includes default attributes managers, departments, ID, and email
    • Include all user attributes: Includes default and custom attributes
  7. Click Start download.

Export review responses and progress

  1. Navigate to Admin > Reviews > Performance reviews.
  2. Select the desired review cycle.
  3. Navigate to Reviews > Reviewees.
  4. Click Download CSV.
  5. Choose one of the following exports:
    • Review responses
    • Reviewers progress
    • Reviewees sharing progress
    • Reviewees progress
  6. (Optional) If Reviewers progress is selected, choose which type of CSV to download:
    • Only include basic user attributes: Includes default attributes managers, departments, ID, and email
    • Include all user attributes: Includes default and custom attributes

Export review result analytics

  1. Navigate to Admin > Reviews > Performance reviews.
  2. Select the desired review cycle.
  3. Enter the Results tab. 
  4. Select the desired comparisons. 
  5. Group by Individual. 
  6. Below the graph, click Export CSV.

Explanation of export options

  • Peer selection: Progress of peer review selection.
    • Includes columns for:
      • Reviewee: Reviewee, Reviewee email, Approver, Status, # of Peer Review, Peer selector #1, Reviewee department name, Reviewee manager email, Reviewee manager name
      • Reviewer: Reviewer, Reviewer email, # of Peers to Review, Peer to review #1, Peer to review #1, Reviewer department name, Reviewer manager email, Reviewer manager name
  • Review responses: All submitted review data including drafted responses.  Every question and every response by all reviewers.
    • Includes columns for: Question, Question Description, Response Text, Response Score, Responder Name, Responder Email,  Reviewee Name, Reviewee Email, Reviewee Department, Reviewee Manager Name
    • Note: The export will include drafted responses that haven't yet been submitted.
  • Reviewers progress: Submission status of all reviews by reviewer
    • Includes columns for: Reviewer name, Reviewer Email, Manager Name, Department, Review Status, Total Reviews, Completed Reviews, Reviews Not Started, In Progress Reviews by review group (self, peer, upward, downward)
    • Downloading gives the option to include custom user attributes
  • Reviewees progress: Submission status of all reviews for each reviewee.
    • Includes columns for: Reviewee name, Reviewee email, Summary writer and sharer Name and Email, Department, Completed Reviews, Total Reviews, and any custom attributes
  • Reviewees sharing progress: Shows when each reviewee's manager/sharer sent them their review packet, and when the reviewee acknowledged and viewed their packet. 
    • Includes columns for: Reviewee Name, Reviewee Email, Summary Writer and sharer Name and Email, Shared At date, E-signed At date, and any custom attributes
  • Review results analytics: Shows the ratings and open ended comments submitted by reviewers
    • Includes columns for: Employee Name, Email, External ID, comparisons selected
    • When filtering by Individual, columns will include both default and custom attributes

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