Export data

Export your users, teams, and goals.

Nick Fischer avatar
Written by Nick Fischer
Updated over a week ago

(Super)admins can easily export users, teams, and goals (KPIs, OKRs, and Initiatives) as a CSV file or PDF.

To export users or teams

  1. Go to Configure

  2. Click on Users

    Users tab in Configure

  3. Or Teams

  4. Click CSV export

To export goals

  1. From the left Navigation Menu, click on Goals

  2. Select from 3 tabs: Objectives, Results (for Key Results and Initiatives), or KPIs:

    Tabs in Custom Reports: Objectives, Results, or KPIs

  3. 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.

  4. Click on download icon on the top right to generate your .csv file

    CSV export icon in top right
  5. 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

Export OKRs as PDF or page

Before exporting the data, use the Show KRs and Inits button to make sure Results are included in the PDF:

Show KRs & Initiatives button before exporting data

Or, if you only want to see either Key Results or Initiatives, use the Results filter:

  • All Result types

  • Key Results only

  • Initiatives only

All Result types or Key Results only or Initiatives only dropdown menu

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.

Did this answer your question?