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      [IDP Reports] Exporting IDP information to Excel

      Using our feature to expor on excel formats, you can analyze all sorts of data on IDP coming from your employees and associates.

      In this article, we’ll provide a step-by-step tutorial on how to extract information from the IDP tool available on the Qulture.Rocks platform to an Excel file.

       

      Export reports

      1. In order to export IDP data reports to Excel, click on the IDP icon (bear in mind that companies might use different names for this icon);

      2. After accessing the IDP interface, click on the icon for the current IDP cycle (upper-right corner), which will show a list with all cycles created for the company;
      3. Then, click on Configure cycles:

       

      4. Choose which cycle you wish to extract data to Excel and then click on the cloud icon, as shown below:

       

      By clicking on the button, the platform will download the file automatically.

       

      Understanding the report

      Once you’ve downloaded and opened the Excel file, you’ll notice it contains 4 sections:

      • IDP;

      • Development Areas;

      • Action Plans;

      • No Development Areas.

      IDP

      The first section, “IDP”, shows all registered employees and associates in the company, alongside a brief data summary. This section also shows the total number of development areas, as well as their current status as shown below:

       

      Here we can see all employees and associated in the company (both currently employed and recently laid off), their e-mails, each team they belong to, their tags, the employee or associate leader, as well as specific features for each IDP (a set of development areas):

      • Total Number of Development Areas;

      • How many Development Areas still haven’t started operating (“not started”);

      • How many Development Areas are currently in progress (“in progress”);

      • How many Development Areas have been implemented (“done”).

      Possible Perspectives

      One of the possible perspectives relies on understanding the average number of development areas submitted by each employee or associate (focusing on a small number). It is possible to refine such analyses and calculate how many development areas each employee or associate have available, thus providing information on how and if leaders are stimulating the best (or the worst) in their team members regarding the presented practices.

       

      Development Areas

      The second section, “Development Areas”, will show all Development Areas linked to your employees or associates:

       

      The second section, “Development Areas”, will show all Development Areas linked to your employees or associates:

       

      As shown above, “Fred Castro” has 4 Development Areas:

      • Improve as a PO (product owner)

      • Tech skills

      • Leadership

      • Personnel management

      We can notice Fred has labeled some of this development areas as “Focus on developing) and others as “Focus on improving”. We can also notice the report has shown when each area was created and when was it was updated.

       

      Attention: The date of the most recent update will be changed when the user or leader edit the development area’s name, description, type or progress.

       

      That said, the last two columns (not shown above) will provide users with the number of action plans linked to each area and how many of these have been successfully implemented.

       

      Possible Perspectives

      One of the possible perspectives relies on refining search to look for all employees or associates who don’t have any development areas on the platform. We can also refine search to look for related development areas regarding a particular field of expertise or specific value by gathering areas according to their type, so we can better understand if there’s anything trending throughout all employees’ IDPs. For example:

      • 50% of all employees have development areas related do “communication” skills;

      • 15% of all employees don’t have any development areas.

       

      Action Plans

      At the third section, “Action Plans”, we have the following lists:

       

      Here we can see all action plans related to the employees on the platform. If we take Fred as an example once again, we could filter results using his name and see all of this action plans (as shown above).

       

      If we filter results using another subject, we can also find Fred’s development areas (“improve O skills”, for example) as well as all action plans related to this area (as shown below):

       

      Possible Perspectives

      One of the possible perspectives relies on filtering results in order to see all non-finished action plans so we can get in touch with the employee responsible for such plans or discuss any difficulties they might be facing and see how we could help them.

       

       

      No Development Area

      In this last section, you’ll be able to see which employees haven’t submitted an IDP, as shown below:

       

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