Exporting and Saving Your Data from Reflektive

Avatar
  • Updated

Contents

  1. 1. Real-Time Feedback
  2. 2. Goals
  3. 3. Reviews
  4. 4. Review PDFs

If your team would like to export out all data within Reflektive in order to audit, review, or do analysis, we recommend that you take the following measures. Remember, once your relationship with Reflektive ends, you will not be able to retrieve information from our servers, so it's important to do this before your final day of service.

Full Administrators are able to export Real-Time Feedback, Goals, and Review/Check-In data. Goto the Admin tab, then under Management (left-hand menu), click on Reports.
01_menu.png


Real-Time Feedback (aka Recognition & Feedback)

  1. Log in to Reflektive
  2. Navigate to the Admin section
  3. Click on the "Reports" tab (on the left side of the page)
  4. Select report type = Real-Time Feedback
  5. Select a report = Real-Time Feedback Events, Reward Redemptions, Most Used Hashtags, Hashtags Per Employee
  6. Select date range (eg: August 1, 2018 - present)
  7. Click "Download CSV" or "Email CSV" link for each report listed above
02_RTF_reports.png
 

Back To Top


Goals

  1. Log in to Reflektive
  2. Navigate to the Admin section 
  3. Click on the "Reports" tab (on the left side of the page)
  4. Select report type = Goals
  5. Select report name = All Active Goals, All Archived Goals, Active Goals per Employee, All Group Goals (respectively)
  6. Click "Email CSV" link for each report listed above
03_goals_reports.png
 

Back To Top


Reviews

Detailed .csv report (if you want to do some data manipulation)
  1. Log in to Reflektive
  2. Navigate to the Admin section 
  3. Click on the "Reports" tab (on the left side of the page)
  4. Select report type = Reviews
  5. Select a report = All Review Feedback
  6. Select a cycle = Choose the relevant review
  7. Select a view = A specific manager or admin
  8. Click "Email Full CSV Report" link
  9. Repeat the above steps to export out all review data from all cycles
04_reviews_reports.png
 

Back To Top


Reviews - PDF

Easy to digest PDF format for distribution
  1. Log in to Reflektive
  2. Navigate to the Admin section
  3. Click on the Reviews tab (on the left side of the page)
  4. Find the review of your choice. Once in it, look to the right of the title and look for the Download icon. Hovering over it will say Export Results as PDFs
  5. Click the button. This will export ALL review results into an easy to read PDF format.
05_reviews_export.png
  • A dialog box will appear. You can either export the reports with the employee view or the manager view (which may contain more information). Once you click confirm, an email download link will be sent to your e-mail address.
06_reviews_export_2.png
 

Back To Top


Print this Guide

Use this guide for reference or share it with your team by saving or printing this page. Right-click anywhere on this page to save or print. 

 [/print] 

Related articles

Comments

0 comments

Article is closed for comments.