Need to crunch some numbers or share data outside the platform? As an HR Admin, you can easily export Objectives data to Excel, CSV, or PDF. This guide walks you through each export method and where to find your files.
Ways to export the Objectives data
1. Export from the Objectives admin view
Go to Objectives from the Admin menu
Click the Export dropdown on the cycle you'd like to export
Choose your preferred export format:
Ordered by Owners: Groups objectives by employee
Ordered by Objectives: Lists each objective individually
You can:
Select which columns to include in the report
Choose between .xls or .csv file formats
2. Export individual objectives as PDFs
Go to the cycle administration screen
Find the employee you want to export
Click the Toggle Details menu next to their name
Select Export as PDF
Note: PDF downloads start immediately and are not stored in the Latest Exports section.
Where to find your exported files
After generating an Excel or CSV export, a confirmation window will appear
To retrieve the file later, go to Settings > Latest Exports
Tip: Use Excel or Google Sheets to filter, pivot, or summarize the exported data as needed.
Exporting gives you more flexibility to analyze performance trends, track progress, or share updates with stakeholders. Choose the format and layout that best fits your workflow.