This article applies to all Perform users within the PI2 platform.
Important: PI is retiring the Perform and Diagnose products on September 30, 2027. In advance of this date, please have an organization admin export any data you would like to keep:
Want to export Perform data so you can access it outside of the PI software? We support the following Perform data exports:
Workspaces (includes discussion topics and action items)
In this article, we'll walk through the process for exporting data for each Perform feature.
Workspaces: export discussion topics and action items
To export Perform workspace data:
Select the desired workspace.
Click the more actions ("...") button in the top-right corner.
Select "Export Activity" from the available options.
A pop-up titled "Export Recent Activity" will appear.
Select your preferred export format. (You can choose either a .txt file or a .csv file.)
Choose the date range for which you'd like to export activity.
Click "Submit."
A file will download (via your browser) containing any discussion topics or action items added or completed within the selected time range.
360 feedback: print or download completed 360 reports
To export 360 feedback:
Click "Feedback" on the left-hand side.
Select "360 Feedback."
Click "View" for the relevant 360 feedback report.
Click the print icon in the top right.
A preview of your download will appear.
Click "Print 360 Feedback."
Save your download as a PDF, or print it out.
Reviews: print or download completed reviews
To export employee reviews:
Click "Reviews" on the left-hand side.
Select "Reviews" from the available options.
Click "View" for the relevant employee review.
Click the print icon in the top right.
A preview of your download will appear.
Select whether to export just the summary, or the entire report (i.e., summary + reviews).
Click "Print 360 Feedback."
Save your download as a PDF, or print it out.
Goals: bulk-export all goals you have access to
To export Perform goals:
Click "Goals" on the left-hand side.
Click the more actions ("...") button in the top-right corner.
Select "Export Goals" from the available options.
A pop-up titled "Export Goals" will appear.
Choose which goals you'd like to export. (You can choose all open goals, any completed goals within a set time frame, or both.)
Click "Export" to confirm.
A .txt file will download (via your browser) containing the specified goals.
FAQs
Is it possible to export kudos or 1:1 feedback?
Is it possible to export kudos or 1:1 feedback?
Kudos and 1:1 feedback cannot currently be exported. As a workaround, you are welcome to copy and paste the feedback, or take and share a screenshot.
Why can't I export a particular workspace, 360, review, or goal?
Why can't I export a particular workspace, 360, review, or goal?
You can only export data you have access to in Perform. In other words:
Workspaces: You can only export discussion topics and action items from workspaces you have access to view.
Goals: You can only export goals you have access to view. (If an employee's goal is private, you will not be able to export it.)
360s: You can only export 360s you were directly involved with (i.e., as the 360 recipient or the recipient's manager).
Reviews: You can only export reviews you were directly involved with (i.e., as the review recipient or the recipient's manager).
Important: Even if you are a Perform admin, you cannot export 360s or workspace data that you don't have access to.
Exception: Perform admins have access to all employee reviews and public goals. Thus, they can export any employee review, as well as any goal that isn't private to a workspace or individual.
Additional support