ChartHop for Administrators
Performance reviews
Export form responses in a review (cloned)
You have the ability to export all submitted forms in a review as either a CSV or PDFs.
To export a CSV of a review:
- Access your review.
- In the Responses tab, select Sheet.
- From the Form dropdown, select the Form from the review that you would like to export the responses for. Add any filters if you want only export a subset of the form responses.
- Click the Export Icon Button. Then select, Export as Form Responses as CSV.
- Click Export CSV.
- Once the export is complete, select Download Export to save the .csv file.
When you export reviews in .pdf format:
- All forms form the review will be included in the PDF.
- All reviews are generated as separate .pdf files within a single .zip file.
- The files will use the naming convention of: {{Review Name}} - {{First Name}} {{Last Name}}.pdf For example: ACME Q1 Performance Review - Sarah Smith where Sarah Smith is who the forms in the review are About.
To export .pdf files for a review:
- Access your review.
- In the Responses tab, select Sheet.
- Click the Export Icon Button. Then select, Export Review as PDFs.
- (Optional) Add a filter the for the reviews you want to export.
- Click Export PDFs.
- Once the export is complete, select Download Export to save the .zip file.
Example PDF Export
Updated 22 Oct 2024
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