How to Export Goals in .CSV and .XLS format?

Category: Performance

Profit.co allows users to export data from goals in XLS or CSV excel formats from the Goals module. 

Why this feature?

  • The export feature enables users to easily download their goal progress in XLS or CSV formats, providing flexibility to analyze and share data outside the Profit.co platform.
  • HR Admins and managers can efficiently export goal data for multiple users, simplifying the reporting process and enabling better tracking of organizational performance.
  • By exporting data from different goal categories (My Goals, Org Goals, etc.), users have the ability to tailor the exported content, making it easier to focus on specific performance areas.

Step 1

Navigate to Performance → Goals from the left navigation panel. 

Click on the More Options icon in the right corner. Choose Export and then Download. 

Note: You have access to your previous export history, as well as the ability to monitor your export progress.


 

The goals data will be downloaded in .CSV or .XLS format as shown below. 

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