Performance Review Exports

Last Updated: October 1, 2025

In this article:

As a full admin, export a Performance Review cycle's details for additional cycle-related information.

Additional Resources:

As a full admin, to access the Performance Review cycle CSV export:

Click and expand Administration in the left-hand navigation menu; click Reviews
Click Single Cycles or Automated Cycles; click on the Reviews cycle to navigate to the cycle setup
Click +Advanced in the top-right
Click Export Reviews
Click Generate Export; click Download File for the most recent export
Open the downloaded file

The Performance Review cycle CSV export includes additional information and details categorized by tabs.

Information related to the Review cycle's participants, high-level rating, and share dates.

Key columns in the Overview tab include, but are not limited to:

Information related to the Review cycle's prompts and responses for Employees and Facilitators.

Key columns in the Responses tab include, but are not limited to:

Employee & Facilitator IDs/Usernames
Employee Text: [Prompt] - Lists the Employees' open-ended response to the prompt
Facilitator Text: [Prompt] - Lists the Facilitators' open-ended response to the prompt
Employee Code: [Prompt] - Lists the Employees' scaled response to the prompt
Facilitator Code: [Prompt] - Lists the Facilitators' scaled responses to the prompt
Employee Comment: [Prompt] - Lists the Employees' comments on the prompt
Facilitator Comment: [Prompt] - Lists the Facilitators' comments on the prompt

Information related to the Review cycle's Performance Goals.

Key columns in the Goals tab include, but are not limited to:

Goal ID
Goal Name
Employee Response Code - Lists the Employee's scaled rating for the Performance Goal
Facilitator Response Code Lists the Facilitator's scaled rating for the Performance Goal
Employee Response Text - Lists the Employee's comments for the Performance Goal
Facilitator Response Text - Lists the Facilitator's comments for the Performance Goal

Information related to the Review cycle's Competencies.

Key columns in the Competencies tab include, but are not limited to:

Information related to Review cycles that contain an Approver's step. Learn more about Multi-Step Approvals.

Key columns include, but are not limited to:

Conversation ID
Employee ID: The individual whose performance is being reviewed.
Employee Username
Facilitator Employee ID: Usually the employee's direct manager, the person facilitating the Performance Review.
Facilitator Username
Approvers: Designated individuals or roles responsible for reviewing and either approving or requesting changes to a Performance Review.
- Name of each approver when a specific person is identified (for example, Facilitator’s Manager, Previous Approver’s Manager, or a Specific Person).
- If the approver is a role rather than an individual (for example, Admin or Admin & Upline Managers), the column displays the role label.
Approver Employee ID
Approver Username
Approver Date: The date and time when the approval was submitted
Approver Rejection Date: The date and time when the approval was rejected (if applicable)
Approver Rejection Reasons: Feedback included when the approval was rejected (if applicable)

If Multi-Step Approvals are enabled on a Performance Review, the option to export Approval Status will become available, as shown below.

Upon generating the report, the downloaded file will include:

each person in the Multi-Step Approval chain
the date and time the Review was approved or rejected, (once either action has been taken)
and rejection reasons, (if applicable)

After generating the Summary Assistant, you can easily export the complete summary by selecting the "Download PDF".