---
title: Export reports across Engagedly apps
description: Exporting reports helps you analyze employee data across various Engagedly apps.
---

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# Export reports across Engagedly apps

Exporting reports helps you analyze employee data across various Engagedly apps.

- **Admins** export reports for the entire organization.
- **Managers** export reports for their direct reports and secondary teams.

This feature is useful to track progress, share insights, and maintain records. You can export reports at any time from the relevant app.

**ℹ️Additional information (Admins only)**

- Admins can schedule reports and export them to the SFTP folder. For more details, refer to the [Schedule and manage reports](https://help.engagedly.com/schedule-reports-1?hsLang=en).
- Engagedly provides analytics dashboards for each app, with a centralized view of workforce data. These dashboards consolidates productivity, performance, learning, engagement, growth, and diversity metrics, helping HR admins and business leaders make data-informed decisions. For more details, refer to [Analytics](https://help.engagedly.com/analytics?hsLang=en).

### **Goals reports**

Navigate to **Apps \> Goals**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click any graph or chart to open the detailed goal information.

![Export goals reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20goals%20reports1.jpg?width=670&height=330&name=Export%20goals%20reports1.jpg)

     2.  At the top right, click **Export** to download the report.

For more details, refer to [View goals analytics](https://help.engagedly.com/view-goals-analytics?hs_preview=TkpyYHNp-202625256750&hsLang=en#export).

### **Performance reports**

Navigate to **Apps \> Performance**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click **Manage** for a cycle.
2. Open the **Analytics** tab.
3. Click the **Filter ![Filter-4](https://help.engagedly.com/hs-fs/hubfs/Filter-4.png?width=20&height=20&name=Filter-4.png)** icon at the top right.
4. Open the drop-down and select the required organizational units.
5. Scroll down to a widget.
6. Click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** in the widget and select **View Reports**.

![Export performance reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20performance%20reports1.jpg?width=670&height=318&name=Export%20performance%20reports1.jpg)

     7.  Click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** at the top right and select Export.

###### **Export review forms**

- **For individual export:** Open an employee’s review form and click the **Download ![](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-22-23-3713-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-22-23-3713-AM.png)**icon at the top right.
- **For bulk export:** Click **Manage \> Process \>** **ACTIONS** and select **Export Review PDF**.

For more details, refer to [Export performance review reports](https://help.engagedly.com/export-performance-review-reports?hsLang=en).

### **360 feedback reports**

Navigate to **Apps \> 360 Feedback**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click **Manage** for a cycle and open the **Reports** tab.
2. Go to the **Summary** tab.

###### **Export as PDF**

- For individual reviewee: Hover over the reviewee’s name and click **EXPORT PDF**.
- For all reviewees: Click **EXPORT ALL PDF** at the top right.

###### **Export as Excel**

- Go to the **Feedback Areas** or **Ratings** tab, click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** at the top right, and select **Export**.
- Go to the **Ratings and Comments** tab, click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** at the top right, and select **Export in old format**.

For more details, refer to [Export 360 feedback reports](https://help.engagedly.com/export-360-feedback-reports-ia?hsLang=en).

### **Feedback reports**

Navigate to **Apps \> Feedback**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click the **Hamburger ![Hamburger Menu](https://help.engagedly.com/hs-fs/hubfs/Hamburger%20Menu.png?width=30&height=30&name=Hamburger%20Menu.png) Menu** in each section and select the desired format to export the report.
2. Click any graph to open the detailed reports page for that section.

![Export feedback reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20feedback%20reports1.jpg?width=670&height=330&name=Export%20feedback%20reports1.jpg)

### **Learning reports**

Navigate to **Apps \> Learning**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click the **Download ![undefined-Jan-14-2026-08-22-23-3713-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-22-23-3713-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-22-23-3713-AM.png)** icon at the top right and select the desired option that redirects to the “Reports” page.

![Export learners reports1-Jan-14-2026-08-25-14-2773-AM](https://help.engagedly.com/hs-fs/hubfs/Export%20learners%20reports1-Jan-14-2026-08-25-14-2773-AM.jpg?width=670&height=304&name=Export%20learners%20reports1-Jan-14-2026-08-25-14-2773-AM.jpg)

     2.  Click **Export** at the top right to download the report in Excel format.

**Note:** Managers can export only course and learning path learner reports.

For more details, refer to [Export learners reports](https://help.engagedly.com/export-learners-reports1?hsLang=en).

### **Survey reports (General and Engagement)**

Navigate to **Apps \> Surveys**.

1. In the “Ongoing Surveys” or “All Surveys”, click **View All** on the right.
2. Go to the **General** or **Engagement** tab as required.
3. Select a survey and go to the **Responses** tab.
4. Click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** on the right and select the desired option.

- - **Individual Report Export**

- - **Aggregated Report Export**

- - **Aggregated PDF Report**

**![Export survey reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20survey%20reports1.jpg?width=670&height=330&name=Export%20survey%20reports1.jpg)**

For more details, refer to [View and export survey reports](https://help.engagedly.com/view-and-export-survey-responses-0?hsLang=en).

### **Meetings reports**

Navigate to **Apps \> Meetings**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Change the period to recalculate the data accordingly.

![Export meetings reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20meetings%20reports1.jpg?width=670&height=321&name=Export%20meetings%20reports1.jpg)

     2.  Click the graph in the desired section to open meeting details.

     3.  Click the **Overflow ![undefined-Jan-14-2026-08-21-03-2630-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-21-03-2630-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-21-03-2630-AM.png) Menu** at the top right and select **Export**.

     4.  Click **Export** and then select the desired format:

- - **Export as Excel**
    - **Export as CSV**

For more details, refer to [View meeting analytics](https://help.engagedly.com/view-meeting-analytics?hsLang=en#export).

### **Notes reports**

Navigate to **Apps \> Notes**.

1. Go to **All Notes** and select a note from the left.
2. Click the **PDF** **File ![PDF Document](https://help.engagedly.com/hs-fs/hubfs/PDF%20Document.png?width=30&height=30&name=PDF%20Document.png)** icon on the right.

![Export notes reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20notes%20reports1.jpg?width=670&height=219&name=Export%20notes%20reports1.jpg)

To download notes shared with you:

1. Go to the **Shared with me** tab and click the **Download** ![undefined-Jan-14-2026-08-22-23-3713-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-22-23-3713-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-22-23-3713-AM.png) icon at the top right.

### **Rewards reports**

Navigate to **Apps \> Rewards**.

**Admins:** Select **My Org \> Overview**.

**Managers:** Select a team **\> Overview**.

1. Click the **Download ![undefined-Jan-14-2026-08-22-23-3713-AM](https://help.engagedly.com/hs-fs/hubfs/undefined-Jan-14-2026-08-22-23-3713-AM.png?width=20&height=20&name=undefined-Jan-14-2026-08-22-23-3713-AM.png)** icon at the top right.
2. Select the desired option to export the report.

![Export rewards reports1](https://help.engagedly.com/hs-fs/hubfs/Export%20rewards%20reports1.jpg?width=670&height=328&name=Export%20rewards%20reports1.jpg)

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- [Engagement Survey](https://help.engagedly.com/engagement-survey?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/engagement-survey?hsLang=en#overview)
    - [Admin (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#admin-tangerine-v2)
    - [Employee (Tangerine: V2)](https://help.engagedly.com/engagement-survey?hsLang=en#employee-tangerine-v2)
    - [FAQs](https://help.engagedly.com/engagement-survey?hsLang=en#faqs)
- [Rewards](https://help.engagedly.com/rewards?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/rewards?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/rewards?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/rewards?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/rewards?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/rewards?hsLang=en#faqs)
- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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