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Exporting data

Exporting your data in Bloom Growth allows you to maintain records of your meetings, tasks, and organizational structure. Below are the steps to export meeting data, account data, and the organizational chart.

Exporting Meeting Data

To export meeting information, follow these steps:

  1. Click the Meetings list from the left navigation bar.
  2. Click the three dots to the right of the meeting you want to export.
  3. Select Edit Meeting.
  4. Click Export All.

* Repeat these steps for each meeting you want to export.

Important Export Information

  • If you hold down the Shift key while hovering over the Export All button, you will see the message "(include notes)". This ensures that item notes from To-Dos, Issues, and Goals, as well as Meeting Notes, are included in the export.
  • Once the steps are completed, a ZIP file will be downloaded for each meeting, named accordingly.
  • Please note that there is a 5-minute waiting period between exports to maintain software performance.
  • This process must be repeated for each meeting or team in your account.

Contents of the Exported File

The exported data will be downloaded as a ZIP file, which includes:

  • Issues.csv 
  • MeetingRatings.csv 
  • MeetingSummary.csv
  • Goals.csv 
  • Headlines
  • Metrics.csv 
  • To-Dos.csv 

Exporting Account Data (Available to account admins only)

To export company data, follow these steps:

  1. Click the organization logo/name at the bottom left of your account.
  2. Click Organization Settings.
  3. Under the Company Data section, select and download the data you need.

From this section, you can export the following: 

  • All Goals
  • All Metrics
  • All To-Dos
  • All Issues
  • All Active Users

Downloading the Business Plan

To download the Business Plan, follow these steps:

  1. Click Business Plan from the left navigation bar.
  2. Click the PDF option located at the top right of your Business Plan page.

For more details, see: How to print the Business Plan in Bloom Growth

Exporting the Organizational Chart

If you need a copy of your Organizational Chart, you can export it as a PDF using the following steps:

  1. Click Organizational Chart from the left navigation bar.
  2. Click Expand All to display the full structure.
  3. Click Fit Screen to adjust the view.
  4. Click Print Visible to generate a PDF version of the chart.

This method ensures that the entire org chart is captured clearly and ready for printing or sharing.