A review admin or cycle collaborator can download or print the review summary for one participant from that person's individual review page.
Before You Begin
- The participant's summary must be both shared and finalized. The gear icon does not appear until both conditions are met.
- You must have a review admin or cycle collaborator role for the relevant cycle.
Steps
- Click Reviews in the left-hand navigation.
- Click the name of the review cycle you want to open.
- On the Overview tab, select a scope filter: Me, My team, My hierarchy, or Whole company.
- Select either the Participants or Review writers view to locate the person.
- Scroll to the relevant section and click ... next to the participant's name.
- Click View to open the participant's individual review page.
- Locate the gear icon in the top-right corner, next to the participant's name.
- Click the gear icon.
- Select Download summary as CSV, Download summary as PDF, or Print.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Gear icon does not appear | Verify the summary has been both shared and finalized | Complete the share and finalize steps in the cycle, then reload the page |
| Filters like My team are missing | Confirm your role assignment for this cycle | Contact your review admin to verify your role |
| View option is not available in the ... menu | Confirm you have review admin or cycle collaborator access | Ask a review admin to grant you the appropriate role |
Not Covered Here
This article covers single-participant downloads only — for bulk participant downloads, multi-cycle exports, or automatic review results, see the related articles below.
Related Articles
Performance Review Downloads — Overview and Role Access Download reviews for all participants Download review data for multiple ended review cycles Download Automatic Review Results