Export reports from different modules

Admins can export reports of all employees of the organization. However, managers can export reports of their direct reports and the secondary team, if any.

Export reports for the following modules:

Goals

Performance

360 Feedback

Feedback

Learning

Surveys

Admins can schedule reports and export them into the SFTP folder. Learn more in Schedule reports.

Export reports in Goals

Managers can export their team's reports. Learn more in View and export reports.

Navigate to Goals > My Team Goals or Top Level Goals.

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

Admins can export the employees reports. Learn more in View and export reports.

Navigate to Goals > Goals Directory or Top Level Goals.

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

Export reports in Performance

Managers can export the reports and analytics of their teams. Learn more in View and export performance review form.

Export reports

Navigate to Performance > Manage > Process.

Click the Overflow Menu on the right and select Export.

Export analytics

Navigate to Performance > Manage > Analytics.

1. Scroll down to any widget.
2. Click the Overflow Menu and select View Reports.

Admins can export the reports and analytics of the employees. Learn more in View and export tbhe performance review reports.

Export reports

Navigate to Performance > Manage > Process.

Click the Overflow Menu on the right and select Export.

Export analytics

Navigate to Performance > Manage > Analytics.

1. Scroll down to any widget.
2. Click the Overflow Menu and select View Reports.

Export the review form

Admins can export the review form for multiple employees. Learn more in View and export the performance review form.

Navigate to Performance > Manage > Process.

1.  Click ACTIONS, select Export Review PDF, and click SELECT.

    2.    Select the employees manually or in bulk as required, and click EXPORT.

Export reports in 360 Feedback

You can export 360 Feedback reports for an individual employee or all employees in the cycle.

Export reports of all employees 

Navigate to 360 Feedback > RECENT CYCLES.

1. Select a cycle and navigate to the Reports tab.
2. In the Summary tab, click EXPORT ALL PDF.

After processing your export request, you will receive an email with a download URL.

Export reports of individual employee

Navigate to 360 Feedback > RECENT CYCLES.

1. Select a cycle and navigate to the Reports tab.
2. In the Summary tab, click EXPORT PDF beside any employee name.

  3.   Click the Download Icon or Save Icon at the top, as per the browser.

Export reports in Feedback

Export reports in Surveys

Admins can export the respondents responses.

Navigate to Surveys > Surveys tab > Authored by You.  

1. Click the survey where you want to view the respondents’ responses.
2. In the Assignments tab, click Responses on any assignment to view responses for a specific assignment.
   

    Or

   Navigate to the Responses tab.

You can filter the responses based on the date range, specific assignment, question wise, and individual responses.

You can view the reports based on the grid view and list view.

1. In the grid view, click the Overflow Menu and select Individual Report Export to export individual respondent’s reports or Aggregated Report Export to export all respondents’ reports.
2. In the list view, click the Overflow Menu and select the options as required.

Learn more in Export Survey responses.