(Super)admins can easily export users, teams, and goals (KPIs, OKRs, and Initiatives) as a CSV file or PDF.
To export users or teams
Go to Configure
Click on Users
Click CSV export
To export goals
From the left Navigation Menu, click on Goals
Select from 3 tabs: Objectives, Results (for Key Results and Initiatives), or KPIs:
Apply filters to select the data you'd like to export (or remove all filters if you want to export all OKRs in the system)
* NOTE: The filter Stage: Active is set by default.
Click on download icon on the top right to generate your .csv file
Repeat the process for Objectives, Key Results, Initiatives, and KPIs
Export a Team or the Company's OKRs as PDF or Print 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 Export > Export OKRs as PDF or Print full page
Before exporting the data, use the Show KRs and Inits button 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
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email firstname.lastname@example.org.