Download my company's review results

Once people's reviews are submitted, review administrators or cycle collaborators can view them. Once people's reviews are shared and finalized, you can download or print them. If you would like to view and analyze review data for specific people, you can download or print the results by viewing their specific review page. You can also download the entire company's questions, answers, and summaries using a similar process. 

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Note

The option to download or print does not appear until the results have been shared AND finalized. The gear icon will not appear for review admins until this step has been completed.


Download or print a specific participant's summary

1. Click on Best-Self Review® from the left navigation.

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2. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)

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3. From the 'Overview' tab, you will see some filters labeled 'Me', 'My team', 'My hierarchy', and 'Whole company'. Depending on your role, you may be missing some of these filters. You can also choose to look at reviews based on Participants or Review writers. These filters are designed to help find the specific person whose reviews need to be saved or printed.

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4. After filtering, scroll down to the 'Review writers' or 'Participants' section and click the ... next to the participant whose review info you want to download. Then click View.

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5. Once the Summary has been shared and finalized with the participant, a gear icon will appear towards the top right of the page, across from the participant's name. Click the gear icon and either Download summary as CSV, Download summary as PDF, or Print.

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Blog post 🗒: The Top 3 Factors Influencing Employee Satisfaction And Retention


Download or print all reviews for all participants

1. Click on Best-Self Review® from the left navigation.

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2. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)

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3. On the 'Overview' page, there are progress reports you can pull. 

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What is included in each progress download?

  • Full progress report: includes all submitted reviews, all submitted answers, the time stamps, and information about the participant and their manager
  • Peer nomination status report: includes all nominated peers and where they are at in the process, nominated, approved/denied, accepted/declined, removed
  • Participants progress tracker: includes information about all participants including who has submitted and not yet submitted reviews about them, as well as the time stamps 
  • Review writers progress tracker: includes information about all people responsible for writing a review, including what reviews they have already and not yet submitted, as well as the time stamps 

4. If you're looking for a final report for the company or an option that gives you an individual file for each participant, continue following along.

5. Find the 'Company's results' tab. It is at the top of your page, to the right of Overview, Peer nominations, etc.

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6. If you would like to download a report that includes all review results for all participants in one big download, click on the Download company CSV/XLSX option. All questions & answers, review types, competencies, and a 1-5 competency score are included in the download. Pro tip: Find column AA in the download and filter by 'Competencies' to only see competency questions and answers. 

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7. If you would like a download that includes all review results in a compressed file, where each participant has their own separate file, click on the Download participants CSV/XLSX option.

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Tip

For all of the download options available in Best-Self Review, check out this article.

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