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Cycle admins can export performance reviews in two formats:
  • PDF ZIP creates a ZIP file with the selected employees’ review packets. Windmill emails you when the file is ready.
  • CSV downloads review data to your browser as a spreadsheet.
Managers can also select Export from My Team to download CSV data for their team.

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Exporting PDF packets

1

Open the cycle export

From Performance Reviews, open the cycle. Select Admin > Export.
2

Select the review data

Select the review stages and questions to include.Windmill selects all available stages and all employee-visible questions by default. Questions hidden from employees are not selected by default.
3

Select the employees

Select all employees in the cycle, filter by manager or group, or select specific employees.
4

Start the export

Review your selections, then select Start export. Windmill emails you when the file is ready.
5

Download the ZIP file

Select Download export in the email.Only the signed-in cycle admin who started the export can use the link. The link is valid for 48 hours.
Exports can contain confidential feedback. Check the files before you share them, and share them only with people who need access.

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PDF packet contents

Each PDF contains the completed reviews that you selected. Draft and unsubmitted reviews are not included. For a complete record, export after all reviews and calibration are complete. If calibration changed a manager rating, the packet shows the manager rating and the calibrated rating. If you include yourself in an export, your packet includes your self review and any manager-review content that was shared with you. It does not include peer or upward feedback about you. The ZIP file also contains manifest.csv. If the export is incomplete, use this file to find the PDF files that Windmill could not create. Start a new export for those employees or contact support@gowindmill.com.

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Exporting review data as a CSV file

1

Open the cycle export

From Performance Reviews, open the cycle. Select Admin > Export.
2

Select the review data

Select the review stage and questions to include.
3

Select the employees

Select all employees in the cycle, filter by manager or group, or select specific employees.
4

Download the CSV file

Review your selections, then select Start export. The file downloads to your browser.
  • Progress tracking explains how to monitor review completion and export review data.
  • Sharing reviews explains how to share review packets with managers and employees.