Goals
Managers can download Goals data, from Teams > Goals > My Team Goals/Top-Level Goals > Overflow Menu > Export. Once you click Export, the report will be downloaded.
Admins can download Goals data, from Admin > Goals > Goals/Top-Level Goals > Overflow Menu > Export. Once you click Export, the report will be downloaded.
Performance
For Manager:
1. Performance Data
Navigation: Teams > Performance > Manage > Process > Overflow Menu > Export
- Once you click on Export, a download will begin automatically.
2. Performance Analytics
Navigation: Teams > Performance > Manage > Analytics
- Get glimpses into other performance areas by scrolling over to any widget from the Analytics dashboard page.
- Click the overflow menu and select View Reports.
- Next, click the overflow menu once again and select Export.
For Admins:
1. Performance Data
Navigation: Admin > Performance > Manage > Process > Overflow Menu > Export
- Once you click on Export, a download will begin automatically.
2. Performance Analytics
Navigation: Admin > Performance > Manage > Analytics
- Get glimpses into other performance areas by scrolling over to any widget from the Analytics dashboard page.
- Click the overflow menu and select View Reports.
- Next, click the overflow menu once again and select Export.
To download the performance review pdf for multiple users,
Navigate to Admins > Performance > Manage
- Click actions to start exporting the review pdf for multiple users.
- Select Export Review PDF and then click select.
- Select multiple users and click EXPORT to export review pdf for multiple users.
360 Feedback
For Manager: To download 360 Feedback data, please navigate to Teams > 360 Feedback > Manage Nominations > Manage > Manage > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
For Admin: To download 360 Feedback data, please navigate to Admin > 360 Feedback > Recent Cycles > Dashboard (of the selected cycle) > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
Export Report
You can export feedback reports to PDF format of an individual employee or all the employees in the cycle.
- Export All Reports
- Go to Dashboard and click Summary.
- Click EXPORT ALL PDF to download all the employees' feedback reports in the cycle.
- The pop-up confirms that the request has been made successfully.
- When the export request is processed, you will receive a mail with a download URL.
- Click the download URL, the reports file will download to your device.
- Export Individual Report
- Go to Dashboard and click Summary.
- Select the employee, and click VIEW REPORT to view and export the report.
- The report page opens, click the overflow menu and select Export as PDF to download the report.
- The report PDF will open on your device, click the download icon to download it.
Feedback Reports
The feedback reports are classified as the following:
- Summary
- Feedback Areas
- Rating
- Summary Reports
- The summary reports include individual employee feedback reports. You can view, and export individual and all employees' feedback reports to PDF formats.
- You can filter the summary reports based on your org(organization) and your team. Or use the search option to search for the specific employee.
- The summary reports include individual employee feedback reports. You can view, and export individual and all employees' feedback reports to PDF formats.
- Feedback Areas Report
The feedback areas report includes the feedback questions added to the sections and sub-sections, along with the self, and manager's rating. You can export the feedback areas report to the excel format for further use.
You can filter the reports based on the following:- Your org(your organization)
- Your team
- Group by none
- Group by feedback areas
- Group by employee
- Click the filter icon on any column to filter the report by selecting the filter condition and entering the filter value.
- Click the overflow menu and select Manage Columns to select the necessary columns on the report.
- To export the report, click the overflow menu and select Export.
- The excel file will be downloaded to your device.
- Rating Reports
The rating reports include the employees' names, self-rating, managers' ratings, and feedback forms of each employee. You can export the rating report to the excel format for further use. - You can filter the report based on your org(organization) and your team.
- Click the filter icon on any column to filter the report by selecting the filter condition and entering the filter value.
- You can view the employees' feedback form. Click the view form icon to view the feedback form of the respective employee.
- Click the overflow menu and select manage Columns to select the necessary columns on the report.
- To export the report, click the overflow menu and select Export.
- The excel file will be downloaded to your device.
Feedback
For Manager: To download Feedback data, please navigate to Teams > Feedback > Feedback Report > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
Export Requests Report
The feedback requests report includes all the employee feedback requests submitted throughout the organization.
Follow the steps below to download the feedback request report:
Step 1: Navigate to Admin > Feedback > Requests Report.
Step 2: Click the Overflow Menu and select Export.
Export Feedback Report
The feedback report section contains all the shared feedback and praises from the entire organization.
Step 1: Filter the feedback report as required.
Step 2: Click the icon in any column to filter out your report.
Step 3: From the "Contains" drop-down, select the condition.
Step 4: Enter the filter value.
Step 5: You can also filter the reports based on the date.
Step 6: Customize the report columns as required and download the report.
Step 7: Click the icon and select Manage Columns to choose the necessary columns.
Step 8: Click the icon and select Export to download the report.
The excel file will be downloaded to your computer.
Learning
For Manager: To download Learning data, please navigate to Teams > Learning > Reports > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
Admins can download the learning reports of the employees in (.xls) format
Step 1:Navigate toAdmin > Learning.
Step 2:Go to the "Reports” section, click the Overflow menu and select Export.
Note: Learning Reports are now exported in (.xls) format.
Survey
For Admin: To download Survey Respondents data, please navigate to Admin > Surveys > Overview > Assigned Survey > Respondents (of a selected survey) > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
To download Survey Responses data, please navigate to Admin > Surveys > Overview > Assigned Survey > Responses (of a selected survey) > Question Wise Responses > View Responses (of a selected question) > Overflow Menu > Export. Once you click on Export, a download will begin automatically.
