Options for Best-Self Review® reporting

Reporting on a Best-Self Review® cycle is important throughout. While the cycle is running, progress reports are extremely important to ensure nominations and reviews are being submitted on time. As a cycle is coming to a close, reporting on results becomes the focus. This article walks you through all reporting options for a review cycle, during and after. You may find it helpful to review the roles in Best-Self Review® also. 

Progress downloads 

Progress downloads are important to review administrators as they help to understand the progress that is being made in a review cycle. Additionally, these progress downloads can be pulled after the cycle end date, and even after the cycle is locked. 

Start on the Overview page for a review cycle. There is a 'Download' button at the top right of your Overview page. This 'Download' button includes a 'Full progress report', a 'Peer nomination status' download, a 'Participants progress tracker' download, and a 'Review writers progress tracker' download. Each of these four downloads is explained in detail below. 

• Full progress report

  • The full progress report provides review administrators and cycle collaborators with a full progress report for the cycle at hand including all participants, participants' managers, peers for the participant, review submission status for all reviews regarding the participant, all questions and answers that were asked in each review regarding the participant including company values and competencies, and private manager assessment answers. This download is lengthy and is considered the most extensive of all the reports for a Best-Self Review. 
  • Use cases: keep this report on file as a final report for the cycle's progress, use this report to export all questions and answers plus submission dates of reviews, utilize this report before locking a cycle to check on the progress of everyone's reviews
  • This report can be pulled anytime after the cycle start date, even after the cycle is locked.

• Peer nomination status

  • The peer nomination status download provides review administrators and cycle collaborators with a list of all nominated peers for all participants including nominated peer count, who the peer was nominated by, nomination status (approved/denied, accepted/declined, removed), and submission time stamps for all submitted peer reviews.
  • Use cases: use this download to understand how many peers a participant has nominated, use this download to understand how many times someone at your company has been nominated as a peer for someone else (use the 'Peer Reviewer name' column and sort), use this download as a cycle collaborator to know which managers need help managing peers for their direct reports, use this download as a review administrator to nudge managers or peers to take action
  • This download can be pulled anytime after the cycle start date, even after the cycle is locked, as long as peer reviews are included in the cycle.

• Participants progress tracker

  • The participants progress tracker download provides review administrators and cycle collaborators insight into what reviews have/haven't been written of each participant. In this download, the focus is on the participants and not on on the people responsible for writing the reviews. The participants progress tracker includes participant names, participants' managers, unsubmitted/submitted self reviews, unsubmitted/submitted peer reviews, unsubmitted/submitted manager reviews, unsubmitted/submitted upward reviews, share & finalize status, and shared date. 
  • Use cases: use this download to reach out to participants or their manager and check on review progress, get updated on whose reviews have yet to be shared and finalized, or kept as a master list of all participants and the people responsible for writing reviews about those participants
  • This download can be pulled anytime after the cycle start date, even after the cycle is locked.

• Review writers progress tracker

  • The review writers progress tracker download provides review administrators and cycle collaborators insight into what reviews people still need to write. Review writers may or may not be participants themselves; this download gives a full list of anyone that needs to write a self, manager, peer, or upward review about a participant. In this download, the focus is on the people responsible for writing a review and not on participants. The review writers progress tracker includes name of review writer, review writers' managers, total reviews submitted/total reviews due progress, unsubmitted/submitted self reviews, unsubmitted/submitted peer reviews, unsubmitted/submitted manager reviews, and unsubmitted/submitted upward reviews.
  • Use cases: use this download to reach out to people who still need to write and submit reviews, use this download to reach out to managers who need to write manager reviews for their direct reports participating in a cycle, use this download to track overall progress of all reviews that need to be written (use the 'Review progress' column)
  • This download can be pulled anytime after the cycle start date, even after the cycle is locked.

Results downloads

As reviews are submitted and results are shared & finalized, the results pages will begin to populate. All participants have a 'My results' page. Managers whose direct reports are participating in the cycle have a 'Team's results' page. Review administrators have a 'Company's results' page. You can learn about all the options for results downloads below. 

On the Team's and Company's results pages, there are two download options. The 'Download company CSV/XLSX' is a single download that includes all information that you see on your By competency page. The 'Download participants CSV/XLSX' is a compressed file that includes all submitted review information for each participant as its own separate file.

Starting on the 'My results' page, which all cycle participants have. 

• 'My results' tab download

  • On the 'My results' page, there is a download option to the right of the participant's information. The 'My results' tab download yields the same information, regardless of whether you are on the Summary page, Questions & answers page, or Competency assessment page. This download provides participants with a full download of all questions and all submitted answers that were answered by others about them- aka these are the participant's results. Answers included in download are pulled from self, manager, peer, and/or upward reviews. If peer or upward feedback is anonymous, review writer identities will not be included in the results download.

  • Use cases: use this download to keep a copy of all questions and answers regarding your performance, use this download to help set work or personal objectives for the coming quarters, use this download to in your future compensation conversations with your manager

  • This download can be pulled anytime after your results have been shared and finalized, even after the cycle is locked. 

'Team's/Company's results' tab

Navigate to the 'Team's/Company's results' page and then double check that you are on the 'By participant' tab. Time to check out the download options for my team/company.

• Participant's results download

  • The participant's results download is the top most download on the 'Team's/Company's results' page and is helpful for review administrators or managers who want to pull all questions and answers for all participants. Managers can only see the results for the people whose reviews they have permission to view. This download includes participants' name, manager of each participant, every question asked on all reviews regarding each participant including question details, every submitted answer on all reviews regarding each participant, what review the question/answer were pulled from, who submitted each answer, what section the question appeared in, and company value/competency scores. This is the largest and most granular download of all the results downloads and is comparable to the Full progress report.
  • Use cases: use this download to see all questions and answers, including competencies and company values for all participants, use this download to sort and filter competency scores for all participants, use this download to store as a final cycle results export
  • This report can be pulled anytime after results have been shared with the participant, even after the cycle is locked.

• Private manager assessment results: overview

  • Scrolling down on the 'Team's/Company's results' page, the private manager assessment results overview download includes all private manager assessment questions and the high level stats for each of those questions. High level stats include the total number of responses and total number of responses for each answer option. Think of this as more of a PMA Summary Report for all participants. 
  • Use cases: use this download to compare overall PMA stats from cycle to cycle, use this download to inform Leadership about the manager sentiment regarding performance, use this download as the baseline to compare other individuals or groups stats with
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

If you click the ... to the right of any private manager assessment question on the 'Team's/Company's results' page, you will see the option to View all answers. After clicking View all answers, you end up on a page that shows the overall stats for the question and a full list of all participants who had this question answered about them on a manager review. You can do this for all of the private manager assessment questions. Below is an explanation of each summary and detail download for PMA questions and answers. 

• Answer distribution: summary download

  • You clicked View all answers and are viewing the specific private manager assessment question... The first download option is to the top right of the answer distribution section. We call this the Answer distribution summary download. This download gives you a summary report for the specific question you're viewing and includes the number of submitted answers per answer choice, and the total number of submitted answers.
  • Use cases: use this download to compare overall PMA stats for a specific question from cycle to cycle, use this download to inform Leadership about the manager sentiment regarding performance
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Answer distribution: individual answer details download

  • You clicked View all answers and end up on a page that shows the overall stats for the question and a full list of all participants who had this question answered about them on a manager review. The second download option is to the top right of the individuals section. We call this the Answer distribution individual answer details download. This download gives you a list of all participants whose had this question answered about them on a manager review including the participant's name, participant's manager, all manager answers, and the date answered. 
  • Use cases: use this download as a way to see how each participant's manager answered the specific PMA question, use this download to sort and filter all answers for a specific PMA question, use this download to understand how the average PMA results were calculated for a specific question
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Compare groups: summary download

  • After clicking View all answers, you end up on a page that has three tabs: Answer distribution, Compare groups, and Trends over time. Click on the 'Compare groups' tab. The 'Download' option to the top right of the chart will give you a summary of the displayed groups and managers of people in those groups answered the specified question. For example, the Customer Success group stat would include all members of the Customer Success group that were also participants in the cycle how their managers answered the private manager assessment question. This download includes group names, the number of submitted answers per answer choice for all group members who participated in the cycle, and the total number of submitted answers.
  • Use cases: use this download to compare group stats from cycle to cycle, use this download to inform Leadership about the groups leading the pack in performance, use this download to find high performing groups, ask questions to those groups regarding their high performance, and then use the learnings to train and bring other groups up to higher performance
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Compare groups: individual answer details download

  • If you click the ... to the right of any private manager assessment question on the Company's results page, you will see the option to View all answers. After clicking View all answers, you end up on a page that has three tabs: Answer distribution, Compare groups, and Trends over time. Click on the 'Compare groups' tab. The second download option is to the top right of the individuals section. We call this the Compare groups: individual answer details download. This download includes a full list of all participants included in the selected groups, participant's manager, answers to the specific question for each group member, submission date for each manager review across selected cycles, and more.
  • Use cases: use this download as a way to see how each participant's manager answered the specific PMA question, use this download to sort and filter all answers for a specific PMA question, use this download to understand how the average PMA results were calculated for a specific question
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Trends over time: summary download

  • If you click the ... to the right of any private manager assessment question on the Company's results page, you will see the option to View all answers. After clicking View all answers, you end up on a page that has three tabs: Answer distribution, Compare groups, and Trends over time. Click on the 'Trends over time' tab. The first download option is to the top right of the trends over time section. We call this the Trends over time: summary download. This download includes the names of the review cycles selected, review cycle information, question text, question type, total number of responses, and total number of responses for each answer option.
  • Use cases: use this download to understand and track high level trends from cycle to cycle, use this download to find cycles where PMA results are positive vs negative, then follow up with reporting on Objectives, Pulse, and Questions to uncover any underlying issues that could have contributed to the low performance in a given time frame
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Trends over time: individual answer details download

  • If you click the ... to the right of any private manager assessment question on the Company's results page, you will see the option to View all answers. After clicking View all answers, you end up on a page that has three tabs: Answer distribution, Compare groups, and Trends over time. Click on the 'Trends over time' tab. The second download option is to the top right of the individuals section. We call this the Trends over time: individual answer details download. This download includes a full list of all participants across all cycles selected, participant's manager, answers to the specific question for each cycle selected, submission date for each manager review across selected cycles, and more.
  • Use cases: use this download as a way to see how each participant's manager answered the specific PMA question for multiple cycles, use this download to sort and filter all answers for a specific PMA question
  • This report can be pulled anytime after a manager review has been submitted and shared with the participant, even after the cycle is locked.

• Individual reviews downloads

  • Make sure you are on the Team's/Company's results page again to start. Then check that you are on the 'By participant' tab. If you scroll to the bottom of the 'By participant' page, there is a section titled 'Participants'. This section allows you to click into any participant's name and not only see their Summary, Questions & answers, and Competency assessment details, but also allows you to download or print all questions and answers for that participant as its own CSV. 
  • Use cases: managers can use these downloads to keep copies of their direct reports' review results, review administrators can use this download to create baselines for participants, review administrators can use this download to have follow up meetings with low performing participants (if needed) 
  • This report can be pulled anytime after results have been shared with the participant, even after the cycle is locked.

Next, let's switch over to the 'By question' tab and check out those downloads.

• Full questions and answers download

  • Ensure you are on the 'Team's/Company's results' page and then on the 'By question' tab. You will see a download option at the top right of the page as well as a list of all questions asked in the review cycle below. The download option at the top right of the page is where we will start. This download is a full question and answer report for all participants in the review cycle. Included in the full questions and answers download is participant name, participant's manager, respondent's name, all questions asked in Growth & development, Company values, Competencies, and Private manager assessment, all answers to all questions, the date that the answer was submitted, and more. 
  • Use cases: use this download to see all questions and answers, including competencies and company values for all participants, use this download to sort and filter competency scores for all participants, use this download to store as a final cycle results export
  • This report can be pulled anytime after reviews have been submitted, even after the cycle is locked.

• Questions and answers: specific question download

  • Ensure you are on the 'Team's/Company's results' page and then on the 'By question' tab. You will see a list of all questions asked in the review cycle. To the right of each question is a ... button. Click this button and then click Download all answers as ___. This download is an answer report the specific question. Included in the specific question and answer download is participant name, participant's manager, respondent's name, all questions asked in Growth & development, Company values, Competencies, and Private manager assessment, all answers to all questions, the date that the answer was submitted, and more. 
  • Use cases: use this download to see all answers to a specific question, use this download to compare with previous cycle's download for the same question, use this download to help you analyze answers and ask a follow up question on 15Five check-ins
  • This report can be pulled anytime after reviews have been submitted, even after the cycle is locked.