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      Exporting Activity from a Team Member Profile

      Laudio makes it easy to view and export all documented activity related to a team member. This provides leaders with a clear record of notes, messages, recognition, and other actions for use in performance reviews, compliance, or HR documentation.

      Key Benefits: 

      • Provide detailed notes to HR for disciplinary actions.

      • Print records to supplement annual reviews.

      • Quickly consolidate key information when transferring details into review or compliance systems.

      Steps to Export Activity from a Team Member Profile

      1. Use the Search bar at the top of the screen to find a team member, or navigate to their profile through the My Team workflow.

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      2. On the team member’s profile, click Activity from the left-hand menu.


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      3. Click Export in the top-right corner of the Activity Feed page.

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      4. In the Export Activity pop-up:
        1. Apply filters by time period, interaction type, action type, tag, or other criteria.
        2. Click Export to download.

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      5. The report will download as an Excel spreadsheet with the selected criteria. Exported activity includes all documented interactions visible to you in Laudio. Filters help narrow the dataset to what’s most relevant for your needs.