The user version of the IDP: Uploading reports

Last update: 07.04.2026

Exporting reports in the user version

In the user version of the IDP, as in the administrative panel, it is possible to download various reporting options.

To download a report on your individual development program (IDP), go to the Goal Plans section. To do this, the employee needs to:

In the Goal Plans section , find the development plan status line , which is located to the right of the IDP year ;
Click on the IDP status bar;
Select the Generate report function ;
Select one of the reporting options : by goals, by materials, by development plan status, by summing up results.

Let us now consider the process of generating reports on employees subordinate to the manager.

No. 1. Goal Report

How to download a report on goals:

Open the My Team section ;
Select users in the list using checkboxes;
Select Report - By goals ;
Select the period and click Generate ;
Download the finished file.

No. 2 Based on materials

How to download a materials report:

Open the My Team section ;
Select users in the list using checkboxes;
Select Report - By Materials ;
Select the period and click Generate ;
Download the finished file .

No. 3 By the status of the development plan

How to download a development plan status report:

Open the My Team section ;
Select users in the list using checkboxes;
Select Report - By Development Plan Status ;
Select the period and click Generate ;
Download the finished file .

No. 4 To sum up

How to download a development summary report:

Open the My Team section ;
Select users in the list using checkboxes;
Select Report - Summary ;
Select the period and click Generate ;
Download the finished file .

No. 5. According to all reports

How to download all report types at once:

Open the My Team section ;
Select users in the list using checkboxes;
Select all reports ;
Select the period and click Generate ;
Download ready-made report files .

In this case there is nothing to report but in general a file will be created and can be downloaded and viewed.

Each of the selected reports will be generated in a separate file. Similar to uploading reports individually, they can be downloaded from the processes window after generation.

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