You can export a performance review to an Excel (.xlsx) file with every answer, score and AI insight you are allowed to see. The export runs in the background: you get an email when it's ready, and the file is saved in your documents.
Before you start
- The review must be Active or Finished.
- Admins and owners export everyone. Managers export only the people they can see in the review.
- Export is available on a computer. The mobile app doesn't show the export button.
Step by step
- Go to Performance > Reviews and open the review.
- Click the Export (download) icon at the top right.
- The message "Export requested successfully. Check your email or 'My documents'." (or "Documents") appears.
- When the file is ready, you get the email "<review> export is ready" with a Download button.
- You can also find the file anytime in My documents (or Documents).
What the file contains
| Sheet | Included when | Content |
|---|---|---|
| General | The review has Self review or Manager to direct report | One row per person: Full name, Manager, Job role, each question as "<review type> - <question>" with its comment, Performance score, Potential score, Average score, and AI Insights (performance and alignment score and summary, strengths, weaknesses, action items) |
| Peers Results | The review has Peer | Peer answers. Reviewer names are hidden if Make peer review anonymous is on. |
| Direct Report Results | The review has Direct reports to manager | Direct report answers |
| Competencies | Include competency assessment is on | Competency ratings and levels |
Rules and behavior
- If you are a manager, then the file only includes the people and answers you can see in Factorial.
- If Make peer review anonymous is on, then the export hides peer reviewer names for everyone who exports.
- If the review is a Draft or Scheduled, then the export icon isn't shown.
- If you export the same review again, then a new file is created with the current data.
- The export always contains submitted answers only. Drafts are not exported.
Limitations
- You can't export to PDF or CSV. The export is .xlsx only. Action plans are available as PDFs.
- You can't choose which columns or people to export.
- You can't export several reviews into one file. Use Talent Analytics or performance dashboards for cross-review data.
- You can't schedule recurring exports.
Troubleshooting
- Symptom: "I don't see the export icon." → Cause: the review is a draft, you're on the mobile app, or you have no access to anyone in the review. → Fix: use a computer and check the review status.
- Symptom: "The export is missing some people." → Cause: you can only export people you can see. → Fix: ask an admin or owner to export.
- Symptom: "I didn't get the email." → Cause: the "Performance review exported" notification is off, or the export is still running. → Fix: look in My documents or Documents.
FAQ
1. Can I get the data in CSV?
No, the export is an .xlsx file. You can save it as CSV from Excel or Google Sheets.
2. Is the potential score in the export?
Yes, for admins, owners and managers.
3. Is there an API?
Yes. Performance reviews are available in Factorial's public API with the performance scope.