You can easily export your data as a CSV file or PDF. You can export users, groups and goals (KPIs, OKRs, and Initiatives).

The ability to export data is only available to Admins and Superadmins on paid plans.

This is what the export icon looks like:

To export users or groups:

  1. Go to Configure
  2. Click on Users or Groups
  3. Click Export as CSV

To export goals:

  1. From the left Navigation Menu, click on Explore
  2. Apply filters to select the data you'd like to export (or remove all filter if you with you export all OKRs in the system).
  3. Click on download icon on the top right to generate your .csv file
  4. Repeat the process for Objectives, Key Results, Initiatives, and KPIs.

Bonus: Export a group or the company's OKRs as PDF

  • Go to the Group or Company page
  • In the OKRs section, click Export PDF

Did this answer your question?