Exporting OKRs to Excel

Overview

You can export OKRs to Excel from the My Objectives, Heatmap, and Teams page (on the OKR tab) for one or more teams for further analysis or audits.

Use the option to export OKRs of all teams under a leader for an export of localized OKRs in a specific part of the organization. (Work with your organization’s OKR coaches and project team to decide how and when to take advantage of this capability.)

Note: The OKRs you can export are all the OKRs that are visible to you. 

 

How to Export OKRs to Excel

  1. Choose the Export icon on the Teams page on the OKRs tab, or the My Objectives or Heatmap page.
  2. Choose what you'd like to Export when prompted and select Preview.
  3. Click on the Excel Icon (second icon) in the upper right-hand corner of the screen.

     

     

  4. Choose whether or not you'd like to include Key Result Relationships and then select Export.

     

     

  5. If you decide to include Key Result Relationships you'll notice several columns that notate the Key Result ID, Name, Owner, Progress, and a few more.

     

 

Was this article helpful?
1 out of 4 found this helpful
Have more questions? Submit a request