Exporting data
Meeting Export
- Click Meetings in the top menu bar.
- Click Edit Meeting on the gear icon button to the right of your meeting.
- Click Export All.
- A zip file will generate with all of your weekly meeting data.
Important Export Information
To include notes in your export (including item notes in To-dos, Issues, and Goals, as well as meeting notes), hold down the Shift key while hovering the mouse over the Export All button. You will see a tooltip indicating that notes are included in the export.
Contents of the export file:
- Issues.csv
- MeetingRatings.csv
- MeetingSummary.csv
- Goals.csv
- Metrics.csv
- To-dos.csv
- Note Pages
Account Export
* Accessible to account admins only.
- Click the drop-down by your name/icon at the top right of the workspace.
- Click Manage Organization.
- Click the Advanced Tab.
- Within the Data section, export all of your data including All Goals, all Metrics, all To-dos, all Issues (or all Issues and their Context-Aware To-dos), and all active user profiles.
Org Chart
Printing the full Org Chart
- Click Org Chart in the top menu bar (or People if the People Tools are enabled, followed by clicking Org Chart).
- Click Export PDF in the top menu bar.
- Choose your options.
- Click Save to view a PDF of your Org Chart.
Compact Chart: Will move multiple boxes from being in a horizontal row to being stacked vertically in order to save space.
Department per Page: This is a convenient option to print each department and the direct reports onto its own page.
What to print: Full Org Chart (Includes entire Org Chart), Or just Selected and Below.