In the Performance Review module, you can export review results in two ways:
to a PDF file - for one specific reviewed employee,
to an Excel file - for the whole group of reviewed employees included in the session.
The PDF export is useful when you need a report for one person, for example for a review summary meeting, documentation, or archiving an individual review.
The Excel export is useful when you want to analyze the results of the whole session, compare answers, or work with the data outside Calamari.
Exporting one review to PDF
The PDF report is created for one specific reviewed employee within a review session. The file includes the results and answers available for that person in the selected session.
You can access the PDF export in two ways:
from the employee profile in Configuration > People,
from the review session details in the Performance Review module.
Option 1: Exporting a PDF from the employee profile
To export a review from the employee profile:
Go to Configuration > People.
Open the profile of the selected employee.
Go to the Performance Review section.
Open the specific review you want to export.
Click Export.
In the print preview window, choose whether you want to save the file as a PDF or send it to a printer.
Option 2: Exporting a PDF from the review session details
To export a review directly from a session:
Go to Performance Review > Review sessions.
Open the selected review session.
Find the employee whose review you want to export on the list of reviewed people.
Open the details for that person.
Click Export.
In the print preview window, choose whether you want to save the file as a PDF or send it to a printer.
After clicking Export, the system opens the browser print preview. To save the report as a PDF file, choose the PDF saving option in the print settings.
What does the PDF export include?
The PDF export includes the results of a specific review for the selected person. The report may include, for example:
the review session name,
the first and last name of the reviewed employee,
questions from the review form,
text answers,
answers to choice or scale questions,
information about the review type, such as self-review, peer review, or final review.
The exact scope of data in the file depends on the review session configuration and on which answers have already been submitted at the time of export.
Exporting the whole review session to Excel
The Excel export allows you to download results for the whole group of reviewed employees in a given session. This means that the file includes all people added to the session, not only one employee.
To export review session results to Excel:
Go to Performance Review > Review sessions.
Open the selected review session.
Click Export at the top of the session view.
Select the Excel file.
The system will download a file with the session results.
When to use the PDF export and when to use the Excel export
The PDF export is the best option when you need a report for one specific person. You can use it during a review summary meeting, share it with a manager, or save it as individual review documentation.
The Excel export is better when you need a summary of results for the whole review session. This file makes it easier to analyze answers for multiple people, compare results, and continue working with the data outside Calamari.
Important information
Exported files contain the data available at the time of export. If some employees have not completed their reviews yet or some answers are missing, those details may not be visible in the report.
Access to export options depends on the user’s permissions in Calamari. Export options are available to users who have access to the results of a given review session.