ℹ️ This requires Admin or Superadmin rights.
(Super)admins can easily export users, teams, and goals (KPIs, OKRs, and Initiatives) as a CSV file or PDF.
Export users or teams
Go to the Users list or Teams list.
Click CSV export.
Export goals
Export snapshot data
To export snapshot data as a CSV for each goal type: Objectives, Results (Key Results and Initiatives), and KPIs:
Go to Goals.
Select from the nested sidebar: Objectives, Key Results & Initiatives, or KPIs:
Click on the Export icon on the top right to generate your CSV file.
Repeat the process for Objectives, Key Results, Initiatives, and KPIs.
Export historical data
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 Team or the Company's OKRs as a PDF
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.