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.

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.

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

For more details, refer to View goals analytics.

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 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 Menu in the widget and select View Reports.

     7.  Click the Overflow  Menu at the top right and select Export.

Export review forms

• For individual export: Open an employee’s review form and click the Download 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.

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  Menu at the top right, and select Export.
• Go to the Ratings and Comments tab, click the Overflow  Menu at the top right, and select Export in old format.

For more details, refer to Export 360 feedback reports.

Feedback reports

Navigate to Apps > Feedback.

Admins: Select My Org > Overview.

Managers: Select a team > Overview.

1. Click the Hamburger 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.

Learning reports

Navigate to Apps > Learning.

Admins: Select My Org > Overview.

Managers: Select a team > Overview.

1. Click the Download icon at the top right and select the desired option that redirects to the “Reports” page.

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

For more details, refer to Export learners reports.

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 Menu on the right and select the desired option.

• • Individual Report Export

• • Aggregated Report Export

• • Aggregated PDF Report

For more details, refer to View and export survey reports.

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.

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

     3.  Click the Overflow  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.

Notes reports

Navigate to Apps > Notes.

1. Go to All Notes and select a note from the left.
2. Click the PDF File icon on the right.

To download notes shared with you:

1. Go to the Shared with me tab and click the Download 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 icon at the top right.
2. Select the desired option to export the report.