Exporting Perform data

This article applies to all Perform users within the PI2 platform.

Want to export Perform data so you can access it outside of the PI software? There are currently four areas where you can export data:

In this article, we'll walk through the process for exporting data from each area.

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.

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.

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.

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.