There are several ways to export data from Leapsome. Please note that you need admin access to be able to export most data from Leapsome. For more information on understanding exports from Leapsome, please view our article: Understanding Leapsome exports and their labels.
Content
Exporting Review data
Exporting Survey data
Exporting Goal data
Exporting Meeting data
Exporting Instant Feedback
Exporting Learning data
Exporting Compensation data Exporting Competency Framework
Exporting User data
Exporting Review data
To export review data, navigate to the 'Reviews' module. As an employee, you can download all feedback received by navigating to 'Reviews' > 'All reviews' > expand the list of all review cycles you were included in. By clicking on the arrow pointing to the right, you will open up each of the assessments. There, click on 'Actions' > 'Download PDF'.
As an Admin, you can open the cycle that you want to export. You can download an Excel sheet with all qualitative and quantitative answers for each participant via 'Actions' > 'Export answers' and download an Excel sheet with all average scores for all participants via 'Export scores & status'.
Each export file will contain columns with data, such as: questions, question ID, user ID, user name, email, and the names of teams they belong to, organized by their role in the review cycle: Reviewee, Peer, Manager, Additional Manager, Direct Report and also organized by scores and comments received or any averages if applicable.
To extract and match the corresponding name and question data in the export files, we recommend using the VLOOKUP function in Excel for additional analysis.
Please note: In the export, the status ‘Not Started’ will be displayed as 'Incomplete'.
To bulk download PDF reports as an Admin, simply navigate to 'Reviews' > 'Cycles' > select the desired cycle > 'Actions' > 'Export review PDFs'. When you confirm, you will receive an email with a download link once they are ready.
You can also download individual PDF reports. Navigate to the results overview for a person via the participants' list in the view dashboard. Download the report via 'Actions' > 'Download PDF' tab.
The 'Analytics' section for the 'Reviews' module offers another way of exporting data. To access this data, navigate to 'Analytics' > 'Reviews'. Choose either the 'Heatmap', 'Distribution', 'Scatter Plot', 'Timeline', or 'Radar', view and click on 'Actions' > 'Export to Excel' or 'Export chart' respectively.
All filters that you apply to the view in Leapsome also apply to the export.
Exporting Survey data
To export survey data, as an Admin/Survey owner, navigate to the survey module. Open the survey that you want to export.
In the 'Overview' dashboard, the 'Actions' drop-down will allow a PowerPoint export. More information on the PowerPoint export can be found here. In the remaining views: 'List', 'Heatmap', 'Participation', 'Comments' and 'Multiple Choice' click on 'Actions' > 'Export to Excel'.
All filters that you apply to the view in Leapsome also apply to the export.
For the comments export, if anonymity is enabled, only results matching anonymity requirements will be included. When downloading comments, if the anonymity threshold is not met, information about the commenter’s team will be anonymized:
The data stored in the 'Turnover analysis' tab can be exported as an Excel file by super-admins or survey owners. To do that, navigate to 'Surveys' > 'Turnover analysis' > 'Actions' > 'Export to Excel'. The Excel file will contain 2 separate pages:
- Page 1 contains columns: Quarter; Total employee number at beginning of the quarter; Total employee number at the end of the quarter; Joined; Departed; Turnover rate.
- Page 2 contains: Column header showing team (for instance, Customer success, Sales etc.) and 1 row showing 'Turnover factor'.
Exporting Goal data
To export goal data as an Admin, navigate to the 'Goals' module. Choose a subset of goals that you want to export, e.g. all of your team goals by applying relevant filters - this way you can export the 'List' view by clicking on 'Actions' > 'Export'.
To access the 'Goals' module's analytics, navigate to 'Analytics' > 'Goals'. There, click on 'Actions' > 'Export'.
Goals marked as 'completely private' are able to be exported by the respective owners of the goals only.
All filters that you apply to the view in Leapsome also apply to the export.
You can also export the goal groupings analytics along with all the user-specific attributes, as well as export a list of all individuals and teams without goals. To do that, navigate to 'Analytics' > 'Groups' > 'Actions' > 'Export'. The export will be based on the filtered view.
Exporting Meeting data
For the Meetings module, Admins can export meeting analytics raw data. Head to 'Analytics' > 'Meetings' > 'Actions' > 'Export Raw Data'.
As an employee, you can also download the data of your meetings via clicking on your name in the top right corner of the platform > 'Personal Settings' > scroll down to the very bottom > 'Export meetings'.
Exporting Instant Feedback data
Admins and super-admins of Leapsome also have the option to export Instant Feedback received by employees in their organizations. They can find this feature by heading to 'Instant Feedback' > 'All Feedback' > 'Actions' > 'Export'. The export will show exactly what the employee already sees in the platform; if any filters were applied during export, the export file will only reflect the filtered results - this only applies to data exported from the 'All feedback' tab. Filters do not apply for an export triggered in the 'Analytics' > 'Instant Feedback section.
The export file will include columns showing Feedback ID, dates, Receiver Name, ID, team and receiver’s manager email, Sender Name, ID, team and sender’s manager email, feedback description, visibility, and Linked Skills.
Exporting Learning path progress data
As an Admin, you can export progress analytics data of a learning path by navigating to 'Learning'. Under 'Paths administration', open the desired learning path. There, click on 'Actions' > 'Export progress data'. If filters are applied, the export will be limited to the users who satisfy the applied filters.
You can also export data by navigating to 'Analytics' > 'Learning' > 'Actions' > 'Export to Excel'. This applies to tabs 'Users', 'Learning paths' and 'Live trainings'.
Exporting Compensation data
The compensation cycles module allows you to download your results as an Admin in order to evaluate them internally within your company. To download a cycle please navigate to the respective dashboard > click on 'Actions' > 'Export cycle results'
In the export, you'll see all participants involved, proposal statuses, and the changes that've been made in the cycle. This includes salary, bonus, and equity updates.
Exporting Competency Framework
As an Admin you can export the competency framework by navigating to 'Company' > 'Competencies' > 'Actions' > 'Import/Export'.
Exporting Employee data
As an Admin, In the 'Company' > 'Employees' list, you can export the current user database via 'Actions' > 'Export employees' into Excel.
This can be helpful to filter your database for certain criteria or to check for missing information. It's also a great way to make bulk edits to your user base. After downloading the Excel sheet, add/change your user information and upload the resulting file back into Leapsome - changes/edits will automatically be applied to your users in Leapsome. (Please note that 'teams' will not be deleted via an Excel upload.) Read more about our user Excel import here.
Additionally, if you'd like to export a specific set of users based on a custom attribute, team, HRBP status, etc., you can do so by going to 'Company' > 'Employees' > filtering by clicking on the 'Filter' button > Select your desired filter(s) > 'Actions' > 'Export employees'. From there, a pop-up will appear asking if you'd like to export all users, or export your filtered list > Click on 'Export filtered list'