ℹ️ Available on Premium and Supreme.
Export your users, teams, and goals to analyze them elsewhere or share them with people outside Perdoo. You can export goals as a CSV, PDF, or PowerPoint file, and progress updates as a CSV file.
Export users or teams
Go to the Users list or the Teams list.
Click CSV export at the top right.
Export goals
Go to Explore and open a view.
Use the filters and columns to show the goals and data you want to export.
Click the export icon (3) and select Export as CSV, Export as PDF, or Export as PPT.
The export follows your current view, including its filters and columns. To export a Map, click the export icon and export it as an image. See Explore & Custom views.
Export progress updates for a goal
Open the KPI, Key Result, or Initiative.
Click the kebab menu (1) at the top right.
Select Export updates as CSV (2).
To export historical data for many goals at once, use the API.
Good to know
Can I export a team's or the company's goals?
Yes. In Explore, filter the view by that team, or by the company, and export it.
Can I print a dashboard?
Yes. Click Print at the top right of any dashboard.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.