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Review Cycle Exports

Adam
  • Updated

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

  • 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 review responses and progress

  1. Navigate to Admin > Reviews > Performance reviews.
  2. Select the desired review cycle.
  3. Navigate to Reviews > Reviewees.
  4. Click Export all results. 
  5. Choose one of the following exports:
    • Review responses
    • Review progress
    • Reviewees sharing progress
    • Reviewees progress

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

  • 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 Emal, Manager Name, Department, Review Status, Total Reviews, Completed Reviews, Reviews Not Started, In Progress Reviews by review group (self, peer, upward, downward)
  • 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, and Total Reviews
  • 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
  • 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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