From a review summary, you can export results as CSV, XLSX, or PDF, or send them to a printer. You can also export results for a single review type or hide the private manager assessment before printing.
Before You Begin
You must be able to access the review cycle summary. If you have not opened the summary yet, see Access results for a past performance review cycle.
Steps
Export as CSV or XLSX
- Open the review cycle summary and click the My results tab.
- Click the Settings icon.
- Select CSV or XLSX.
The file downloads to your device immediately.
Export a single review type as CSV or XLSX
- Click the tab for the review type you want — Self, Manager, Peer, or Upward.
- Click the Settings icon.
- Select CSV or XLSX.
Export as PDF
- Open the review cycle summary and click the My results tab.
- Click the Settings icon.
- Select Print.
- In the print dialog, find the Destination field.
- Select Save as PDF.
- Click Save.
Print — with optional manager assessment hiding
- Open the review cycle summary and click the My results tab.
- To hide the private manager assessment, select Hide private manager assessment before continuing.
- Click the Settings icon.
- Select Print.
- Confirm print settings and click Print.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Settings icon is not visible | Confirm you are on the My results tab, not the review cycle overview | Navigate to My results and look for the icon in the upper-right area |
| CSV or XLSX downloads an empty file | Check whether any answers exist for the selected review type | Switch to a review type tab that contains responses before exporting |
| Print dialog opens with no PDF destination option | Check whether a PDF printer driver is installed on your device | Install a PDF printer (such as the one built into your OS) or use a browser with built-in Save as PDF support |
Not Covered Here
This article does not cover the HR Admin bulk export that sends all past review cycles for a specific employee to an email address.