Download a participant's review cycle results

👥 You can download or print review results for anyone whose review results you have permission to view.

Reviews have been submitted and you're ready to start analyzing results. If you would like to download review data for your direct reports or other people whose review results you have permission to view, you have a couple of options. You can download or print a person's review summary, or download more specified results reports for multiple people or groups of people.

In this article, you will learn...

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Note

If you're trying to pull report that contains progress data for a current review cycle, refer to our "Download review cycle progress" Help Center article.


Download or print an individual's review summary

The review summary is a collection of all review responses given about a person in a cycle. Answers given in self, manager, additional manager, peer, and upward reviews are included in a person's summary. You can only download or print a person's review summary after the review summary has been finalized.

  1. Click on Best-Self Review® in 15Five's main, left-hand navigation.
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  2. Open the review cycle you want to download results in by clicking its name.ActiveReviewCycle.png
  3. You're now on the review cycle's Overview page. Scroll down to the filter section, located under your review to-dos. In the middle filter, you'll see the following dropdown options:
    - Me: This option will pull up your own review results.
    - My team: This option will pull up review results for your direct reports.
    - Everyone (only available to select people with additional viewing permissions): This option will pull up review results for everyone whose review results you have permission to view.
    BSR-Results-MyTeam-Filter.png
    Select the appropriate filter for the person whose review results you want to download.
  4. Once you select a filter, all review cycle participants matching that filter will appear in the 'Progress tracker' section. Click the...to the right of the name of the person whose review summary you want to download, then select 'View' from the dropdown menu.
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  5. Click the gear icon in the top, right-hand corner of the page and select either 'Download summary as CSV,' 'Download summary as XLSX', or 'Print.' Select the 'Print' option if you want to download results as a PDF. The option to download or print results will only be available once the review summary has been finalized.
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Tip

If you prefer not to include the private manager assessment or performance ratings sections of the person's review summary in your download, click the gear icon in the top, right-hand corner of the page and select 'Hide private manager assessment' or 'Hide ratings' options (respectively) from the dropdown menu.


Download review results for your entire team

The following downloads allow you to see review results for multiple people or groups of people.

  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.ActiveReviewCycle.png
  3. If you don't have an administrative role in the review cycle, click into the 'Team's results' tab. It is at the top of your page, to the right of Overview, Peer nominations, etc.
    If you have an administrative role in the review cycle, click into the 'Company's results' tab.
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  4. The following tabs may appear in this section, depending on what review sections were included in the review cycle: Summary, Questions & Answers, Competency assessment, and Objectives. You can use the download options in any of these tabs to download results for groups of people.
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  5. Use the 'People' filter at the top of the page to select whose review results and statistics you want to view and download. Results for all review cycle participants that match the filter will appear in the results tables located in the tab.
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  6. Click the Download button in the section you want to download results in, then select whether you want to download the results in CSV or XLSX format.
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Available downloads

The following reports may be available for CSV or XLSX download, depending on what sections were included in the review cycle:

Summary tab

  • All Questions & Answers: Includes all questions and competencies asked in the review cycle and how they were answered. A lot of data is included in this report, so it may take a few minutes to download depending on how many people you choose to include.
    • Columns included in this download: Employee email, First name, Last name, Is group admin for, Manager first name, Manager last name, Respondent first name, Respondent last name, Review type, Question, Question visibility, Question group names, Answer, Optional text answer, Date submitted, Review cycle name, Section type, Competency, Competency score, Company value, Rating
    • There are two download options: 
      • The Download team CSV/XLSX report includes all review results for participants that match selected filters in one big download. All questions & answers, review types, competencies, and a 1-5 competency score are included in the download.
      • The Download participants CSV/XLSX report includes all review results for participants that match selected filters in a compressed file, where each participant has their own separate file.
  • Private manager assessment results: Includes the distribution of answers given to private manager assessment questions about participants that match selected filters. Allows you to see how many people fall into each private manager assessment rating for each question in the assessment.
    • Columns included in this download: Question number, Question text, Question type, Review cycles, Review cycles count, Number of options, Question number of responses, Option value, Option count
  • Private manager assessment question-specific results: Includes how the question was answered for each participant included in the download, as well as other cycle-specific performance data for participants.
    • Columns included in this download: First name, Last name, Is group admin for, Manager first name, Manager last name, Respondent first name, Respondent last name, Review type, Question, Question visibility, Question group names, Answer, Optional text answer, Date submitted, Review cycle name, Section type, Rating
  • Performance Ratings+: Includes the distribution of performance ratings for participants that match selected filters. Allows you to see how many people fall into each performance rating.
    • Columns included in this download: Performance Rating, Score Range, Rating description, Participant count, Participant %
  • Talent Matrix: The talent matrix section allows you to create a table with an x-axis and y-axis that are each aligned with a private manager assessment question. Once you select what private manager assessment questions you want to act as your x-axis and y-axis, you can download a report that contains how these questions were answers for participants, and which box number in the talent matrix each participant fell in. If you change the question that's applied to either axis, the talent matrix table and the download will change.
    • Columns included in these downloads: First name, Last name, Email, Employee ID, Job title, Manager first name, Manager last name, Manager email, X-axis answer, Y-axis answer, Box number, Review cycle name, Review cycle period, Review cycle closing date

Questions & Answers tab

  • All Questions & Answers: This download is the same as the "All Questions & Answers" download in the Summary tab.
  • Question-specific download: Includes all answers given to a specific question about review cycle participants that match selected filters. 
    • To download this report, scroll to the "Team/Company Results: Questions" section of the page and find the question you want to download results for. From here, click ... to the right of the question and select your download option from the dropdown menu.
    • Columns included in this download: First name, Last name, Is group admin for, Manager first name, Manager last name, Respondent first name, Respondent last name, Review type, Question, Question visibility, Question group names, Answer, Optional text answer, Date submitted, Review cycle name, Section type, Competency, Competency score, Company value, Rating

Competency assessment tab

  • All competency results: Includes how each participant was rated in all competency questions across all review types (self, manager, additional manager, peer, and/or upward).
    • Columns included in this download: Employee email, First name, Last name, Job title, Active groups, Employee ID, Manager first name, Manager last name, Manager email, Review type, Respondent first name, Respondent last name, qualitative competency rating (for each competency), quantitive competency rating (for each competency), Normalized average competency score

Objectives tab 

  • All objectives results: Includes all objectives and key results included in the review cycle that are owned by participants, and how participants were rated on their completion of those objectives and key results.
    • Columns included in this download: Participant Name, Employee email, Objective/Key Result Name, Objective Type, Self Assessment, Manager Assessment, Progress

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