Admins can enable the ability to export all 1-on-1 responses that have been saved as a draft or shared for any given cycle
In this article:
Contact your Customer Success Manager to enable 1-on-1 exports for your organization.
Once enabled, all admins within your organization can export 1-on-1 responses for a cycle that's been shared or saved as a draft.
Overview
Exporting 1-on-1s allows admins to export and download the responses that have been shared or saved as a draft for 1-on-1 cycles.
Admins are able to decide whether they prefer to export all responses included in a 1-on-1 cycle or only responses to specific questions. Admins can decide to export responses from Facilitators (e.g. managers), Employees, or both groups in a cycle.
How to Export Responses
This optional export lives within the 1-on-1 cycle's setup page.
To export 1-on-1 responses:
- Click and expand Administration in the left-hand navigation menu
- Click 1-on-1s
- Click either Single Cycles or Automated Cycles
- Click the 1-on-1 cycle
- From the 1-on-1 setup page, click Advanced in the top-right
- Click Export Data
- If the cycle uses more than one template, select which template's data to export, click Next
- If the cycle only uses one template, you'll be navigated to Step 8
- Select the questions that should have their responses exported, click Next
- Select to export responses from the employee, the facilitator, or both, click Next
- Optionally, select which demographics to include in the export
- By default, username, employee ID, and employee status demographics are included in the export
- Access the export file from the Recent Downloads card that appears on the page