Exporting lets you take performance data out of Workleap Performance and use it elsewhere, to share results with someone who isn't in the platform, run your own analysis in a spreadsheet, keep a record for reporting or compliance, or give a person a copy of their review.
You export from the Export button at the top of a review cycle. What it offers depends on which tab you're on, and every export reflects the filters you've applied.
Note: Exports only include completed reviews and visible responses.
What you can export, by tab
From the Progression tab
Download this report as PDF — the current view, with charts and tables.
Download this report as CSV — all progression data for the filtered reviewees (who has submitted, what's overdue).
Export review content as CSV — detailed review data for the filtered reviewees.
Export review content as PDFs — individual review PDFs for the filtered reviewees.
From the Ratings and results tab
Download this report as PDF — the current view, with charts and tables.
Export review scores as CSV — review scores for the filtered reviewees.
From the Calibration tab
Download this report as PDF — the current view, with charts and tables.
Export calibration scores as CSV — calibration scores for the filtered reviewees.
Who can export what
Executives can run every export above, across the whole organization.
Direct Managers can run every export above, scoped to their direct reports.
Collaborators can export the Progression report (PDF or CSV) only. They can't export review content, review scores, or calibration scores, since those are review results.
Employees can export their own review as a PDF from the Overview, by selecting their review and then Export.