Download & Export 1-on-1s

1-on-1s, both finalized and unfinalized, can be exported in bulk or individually. 

Last Updated: January 14, 2025

In this article: 

• Overview
• Requirements
• Download a 1-on-1
• Export 1-on-1s in Bulk
• Navigate the 1-on-1s Export
  • 1-on-1s Tab

Overview

1-on-1s, both finalized and unfinalized, can be exported in bulk or individually. 

Download a 1-on-1 to view the 1-on-1 conversation in a PDF counterpart.

Export 1-on-1s to view additional details for each 1-on-1, i.e. Employee IDs, Names, demographics, etc. 

Requirements

• Available to 1-on-1 participants
• Available to full admin users

Download a 1-on-1 

To download an individual 1-on-1 session as a PDF file:

Export 1-on-1s In Bulk

To export 1-on-1s in bulk as an XLS file:

1. From the 1-on-1s home page, use the ☐ icon to select 1-on-1 session(s) to export (Figure A)
2. Click Export to XLS (Figure B)
3. Scroll to the bottom of the screen and click Download File from the Recent Exports card
   
   
4. Open the file from your browser's download folder

Navigate the 1-on-1s Export

The 1-on-1s XLS export includes additional information and details for each exported 1-on-1 session.

1-on-1s Tab

Information related to the 1-on-1s' participants, template, demographics, etc..

Key columns in the 1-on-1s tab include, but are not limited to:

• Cycle
• [Employee/Facilitator] Status
• [Employee/Facilitator] Score
• Template