Download my team's review results

Reviews have been submitted, the results may or may not be shared with the participant, but you're ready to start analyzing the submitted reviews. If you would like to view and analyze submitted review data for your direct report(s) that participated in the cycle, you have a few options. You can download or print the results from within the participant's specific review page. You can also pull reports on Competencies, Questions & Answers, and Private Manager Assessments for your team. 

✏️

Note

If you're trying to pull report that contains progress data for a current review cycle, see this article.


Download or print a specific participant's review results

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

Screen_Shot_2021-05-06_at_10.05.46_AM.png

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'.)

Screen_Shot_2021-05-06_at_10.05.57_AM.png

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

Screen_Shot_2021-05-06_at_11.20.30_AM.png

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.

Screen_Shot_2021-05-06_at_11.20.45_AM.png

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.

Screen_Shot_2021-05-06_at_10.37.40_AM.png

💡

Tip

If you would like to prevent the private manager assessment from showing on your download or print, first click 'Hide private manager assessment' before downloading or printing.

Screen_Shot_2021-05-06_at_11.20.59_AM.png


Download or print all reviews for your team

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

Screen_Shot_2021-05-06_at_10.05.46_AM.png

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'.)

Screen_Shot_2021-05-06_at_10.05.57_AM.png

3. Find and click on the 'Team's results' tab. It is at the top of your page, to the right of Overview, Peer nominations, etc.

Screen_Shot_2021-05-06_at_10.58.49_AM.png

4. If you would like to download a report that includes all review results for all of your direct reports (and hierarchy, if settings allow) in one big download, click on the Download team CSV/XLSX option at the top right of any results tab. 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. 

Screen_Shot_2021-05-06_at_10.29.40_AM.png

5. If you would like a download that includes all review results for your direct reports (and hierarchy, if settings allow) in a compressed file, where each participant has their own separate file, click on the Download participants CSV/XLSX option.

Here are some additional articles to help you report on your team's results:

Questions & answers reporting for my team

Private manager assessment reporting for my team

Competency results reporting for my team

Was this article helpful?
1 out of 3 found this helpful