Export/Print Data from Different Modules

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.

Note: Apply filters to export the required information.

Import Organization Goals

Step 1: Navigate to Admin > Goals > Dashboard > Import.


Step 2: From the "Export format for importing" drop-down, select "Organization."

Step 3: The pop-up confirms that the request has been made successfully. Once the request is processed, you will receive a mail with a download URL.

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.

360 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.
    
    
    
• 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.

 

 

For Admins:

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: Filter the feedback report as required.

Step 3: Click the filter icon in any column to filter out your report.

Step 4: From the "Contains" drop-down, select the condition.

Step 5: Enter the filter value.

Step 6: You can also filter the reports based on the date.

Step 7: Customize the report columns as required and download the report.

Step 8: Click the Overflow menu and select Manage Columns to choose the necessary columns.

Step 9: Click the Overflow menu icon and select Export to download the report.

The feedback requests report excel file is downloaded to your computer.

 

Export Feedback Report

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.