ℹ️ This requires Admin or Superadmin rights.
Admins and Superadmins can easily export users, teams, and goals (KPIs, OKRs, and Initiatives) as a CSV file, PDF or PPT.
Export users or teams
Go to the Users list or Teams list.
Click CSV export.
Export goals as CSV, PDF, or PPT
Go to Explore.
Apply your desired Filters and Customize your columns.
Click Export and choose CSV, PDF or PPT.
Export progress updates for a goal
If you'd like historical data for a Key Result, Initiative, and/or KPI, you can export this information individually as a CSV through its 3 dot menu.
Alternatively, you can also export historical data through the API. You can find more information here.
You can also export any POT charts as images or print charts too.
Export a User, Team, or Company page
If you want to share your team's goals with someone who isn't in Perdoo, or want an export that includes OKRs and KPIs to get full transparency on the Company's or team's priorities:
Go to the team or Company page.
In the OKRs section, click Print.
Pro tip: Before exporting the data, click the Show Key Results & Initiatives to make sure Results are included in the PDF.
Or, if you only want to see either Key Results or Initiatives, use the Results filter:
All Result types
Key Results only
Initiatives only
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.