Export Team Progress
Export your team's goals, milestones, and tasks to share with leadership, analyze progress, or create reports.
When to Export
- For leadership reviews — Share team progress in exec meetings
- For analysis — Load data into a spreadsheet or database
- For archiving — Keep a snapshot of team development
- For sharing — Send team progress to HR or external stakeholders
How to Export
Step 1: Go to Goals in the sidebar
Step 2: (Optional) Filter by team member or status if you only want specific data
Step 3: Click the Export button (top right)
Step 4: Choose your format:
- CSV — Open in Excel or Google Sheets
- JSON — Load into tools or databases
Step 5: Click Download
The file will save to your computer.
What's Included in the Export
The export includes:
- Goals — Title, description, dates, status, progress %
- Milestones — Linked to their goals, with status and dates
- Tasks — Linked to milestones, with priority, status, and dates
- Comments — All feedback and notes (in JSON format)
- Activity log — Changes over time
Using the Export
In Excel/Sheets
Open the CSV file in Excel or Google Sheets
Create pivot tables to summarize:
- Goals by status
- Progress by person
- Milestones due in Q2
- Tasks by priority
Create charts (pie charts for status, progress bars, timeline Gantt)
For Reports
Use the data to create:
- Quarterly progress reports
- Individual development plans
- Team capability snapshots
- Leadership updates
For Analysis
Load the JSON into:
- Python/R for statistical analysis
- Database for tracking over time
- BI tools like Tableau or Looker
Example Report
Team Progress Snapshot (Q1 2026)
- Total Goals: 24
- 8 Achieved
- 12 On Track
- 4 At Risk
- Average Progress: 68%
- Milestones Due This Quarter: 7
- High-Priority Tasks Due: 12
Tips
- Export monthly — Keep snapshots to track progress over time
- Use for 1:1s — Export individual goals and review them together
- Share selectively — Some data (like personal goals) may be sensitive
- Create trends — Compare multiple exports to see improvement
Troubleshooting
The export doesn't include comments
CSV exports exclude comments (too detailed). Use JSON format if you need them.
The export is too large
If you're exporting your whole organization, try filtering by team member or date range first.
How do I keep historical exports?
Name them by date: "Team_Progress_Q1_2026.csv". Store them in a folder so you can compare over time.