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Review Cycle Exports

Adam
  • Updated

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

  • Peer nominations received
  • Peer selection progress
  • Review writing progress | By reviewee
  • Review writing progress | By reviewer
  • Packet sharing progress
  • Review responses
  • Review result PNGs

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.

Admins can export progress and results for automated rules using the steps in Export Reviews Automated Rule Results.

Export peer selection reviewees and reviewers

  1. Navigate to Admin > Performance > Reviews.
  2. Select the desired review cycle.
  3. Select Download CSV.
  4. Choose a report type: 
    • Peer nominations received
    • Peer selection progress
  5. (Optional) Choose which type of CSV to download:
    • Default only: Includes default fields name, managers, departments, and email
    • Include all fields: Includes default and custom fields. If a non-super admin is downloading results, all fields will appear that they have visibility into
  6. Select Start download.

Export review progress for an individual cycle

Note: Applied filters will be reflected in the selected export. 
  1. Navigate to Admin > Performance > Reviews.
  2. Select the desired review cycle.
  3. Select Download CSV.
  4. Choose one of the following exports:
    • Review writing progress | By reviewee
    • Review writing progress | By reviewer
    • Packet sharing progress
  5. (Optional) Choose which type of CSV to download:
    • Default only: Includes default fields name, managers, departments, and email
    • Include all fields: Includes default and custom fields. If a non-super admin is downloading results, all fields will appear that they have visibility into
  6. Select Start download.

Export review progress in bulk for review cycles

  1. Navigate to Admin > Performance > Reviews.
  2. Select the check box for the desired review cycles.
  3. Select Download CSV.
  4. Choose one of the following exports:
    • Review writing progress | By reviewee
    • Review writing progress | By reviewer
    • Packet sharing progress
    • Review responses
  5. (Optional) Choose which type of CSV to download:
    • Default only: Includes default fields name, managers, departments, and email
    • Include all fields: Includes default and custom fields. If a non-super admin is downloading results, all fields will appear that they have visibility into
  6. Select Start download.

Export review responses for an individual cycle

  1. Navigate to Admin > Performance > Reviews.
  2. Select the desired review cycle.
  3. Select Download CSV.
  4. Choose the Report Type: Review Responses. 
  5. (Optional) Choose which type of CSV to download:
    • Default only: Includes default fields name, managers, departments, and email
    • Include all fields: Includes default and custom fields. If a non-super admin is downloading results, all fields will appear that they have visibility into. 
    • Custom report: Selecting this will open a new tab in the Reporting tool where you can choose which fields you would like to include. 
  6. Choose the Report format:
    • Responses Log: View each reviewer's response to a single question in its own row. 
    • Responses Report: View all of a reviewer's responses across questions in a single row. 
  7. Select Start download.

Export review responses in bulk for review cycles

  1. Navigate to Admin > Performance > Reviews.
  2. Select the check box for the desired review cycles.
  3. Select Download CSV.
  4. Choose the Report Type: Review Responses. 
  5. (Optional) Choose which type of CSV to download:
    • Default only: Includes default fields name, managers, departments, and email
    • Include all fields: Includes default and custom fields. If a non-super admin is downloading results, all fields will appear that they have visibility into. 
    • Custom report: Selecting this will open a new tab in the Reporting tool where you can choose which fields you would like to include. 
  6. Choose the Report format:
    • Responses Log: View each reviewer's response to a single question in its own row. 
    • Responses Report: View all of a reviewer's responses across questions in a single row. 
  7. Select Start download.

Export review result analytics

  1. Navigate to Admin > 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, select Download PNG.

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