Lifecycle Review results accumulate continuously outside a fixed review window. This article covers how to bulk-export those results from the Automatic tab in Best-Self Review® reporting.
Before You Begin
- You must have Review admin access to Best-Self Review® Reporting.
- This feature is available on the Perform and Total Platform pricing packages.
- Results must have been shared with at least one participant before the export contains data.
Steps
- Click Reviews in the left-hand navigation.
- Click the name of the Lifecycle Review cycle you want to export.
- Click the Company's results tab on the cycle overview page.
- Click the Automatic tab within the Company's results view.
- Click the Download button in the top-right corner of the page.
- Select your desired report format from the dropdown menu.
- Save the exported file to your preferred location.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Automatic tab is not visible | Confirm the cycle is a Lifecycle Review cycle, not a standard scheduled cycle | Navigate to the correct cycle type; the Automatic tab only appears for Lifecycle Review cycles |
| Download button is greyed out or missing | Confirm results have been shared with at least one participant | Share results for at least one participant before attempting the export |
| Export file is empty | Confirm the cycle has passed its start date and has submitted reviews | Wait for at least one review to be submitted and shared, then re-export |
| Access denied error | Confirm your account has Review admin permissions | Contact your 15Five account admin to verify and update your role |
Not Covered Here
This article does not cover downloading progress reports, audit logs, or results from standard scheduled Best-Self Review® cycles.