Use this article to download the full progress report for a review cycle. When complete, a CSV or XLSX file downloads to your device containing all participant data, review submission timestamps, questions and answers, and calibration and acknowledgment information.
Before You Begin
- You must have Review admin or Cycle collaborator access, or be a manager downloading for your direct reports only.
- The review cycle must have passed its start date.
- See Performance Review Downloads — Overview and Role Access for a comparison of all available report types.
Steps
- Go to Reviews in the left-hand navigation.
- Click the name of the review cycle you want to export.
- Click Download to the right of the review cycle name.
- Select Full progress report from the dropdown menu.
- Select your preferred file format (CSV or XLSX).
- Select the columns to include in the report.
- Click Download.
Your file downloads immediately to your device.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Download button is not visible | Confirm your role on this cycle | Ask your Review admin to verify your role. See Roles in a performance review cycle. |
| Full progress report option does not appear in the dropdown | Confirm the cycle has passed its start date | Download is unavailable before the cycle start date. Check the cycle start date on the Overview tab. |
| Downloaded file is empty or missing participants | Confirm participants have been added to the cycle | Go to the Overview tab and verify the participant list. See Add or remove a participant from a review cycle. |
| Managers cannot see the download option | Confirm the manager is viewing their direct reports only | Managers can only download this report for their own direct reports, not all cycle participants. |
Not Covered Here
This article does not cover other available report types. See Performance Review Downloads — Overview and Role Access.