How Do I Export a Review Summary Report?

The Review Summary Report is a report that an administrator can run to export questions and corresponding answers for reviews. The report will pull the answers for both the employee and manager.

  • Log in as an Administrator.
  • Navigate to the Reports tab and click on Export Review Summary.

  • Select your date parameters. The first date should be the date you launched the review, the period end date must be the date the review cycle was due or a date after the due date, if you wish to capture responses that were overdue.
  • The account's email address will auto-populate in the email results to box this where the report will be sent once generated. If you wish to send it to a different email address you may edit this field.

  • Select which review template you want the report to pull and check the questions you want to include in the report.

  • Click on Export Report at the bottom of the page.
  • A message will confirm that the report has been sent to the email.

  • You will receive an email notification from notifications@tribehr.com that contains a link which you can click or copy to access the report.

Still have questions about how to use the Export Review Summary report TribeHR? Submit a help request and the TribeHR support team will be happy to help!

 

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