How to Export Individual Goals to Excel in Bulk
📥 How to Export Individual Goals to Excel in Bulk
Want to quickly export individual goals to Excel? Let’s go! 🚀
1️⃣ Navigate to the Reports
Follow the path: Administration > Cycle Management > Reports.
(Don’t forget to click the Reports button for the relevant period! 🎯)
2️⃣ Employee Progress > More 🎯
On the Reports screen, you’ll see the dashboard for the Business Goals period.
In the Employee Progress section, click the “More” button.
On the page that opens, in the top-right corner of the list showing employee names, click the three dots (⋯) button and select “Export to Excel”.
3️⃣ Download and Enjoy 🎉
You can use the filter field in the top-left corner of the employee list to filter data by employee, goal, or success criterion before exporting.
Once filtered, export to Excel and enjoy editing, analyzing, or sharing the data… (and maybe grab a coffee while you’re at it ☕️📊)
🎯 Quick Note
The exported Excel file will include only the data matching your selected filters.
Whatever you choose, that’s exactly what we package for you! 🎁
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