How to filter and export files from departments/sub departments in the Company Dashboard?

You can now filter and export files from the company dashboard to view the progress.

Why this Feature?

In the Company Dashboard, you will be able to visualize the OKR progress in chart and graph formats. Also, you can download the reports in excel, PDF, and images format.

Note: First enable the company dashboard option, you can do it by clicking on Settings → General → Modules → Home → Customize. Only SuperUsers have the access to settings. Enable the company dashboard toggle and click Done.

Step 1:

To view the OKR Progress in the company dashboard, navigate to the Home → Company Dashboard from the left navigation panel.

Click on the icon where the OKRs progress will be shown for all the departments by default.

Step 2:

For instance, let's select the department named Telecom.

After filtering it you’ll be able to see the OKRs progress and others for the Telecom department only.

Click on the icon to download the reports in various formats.

Note: You can export the dashboard that is visible on the screen dashboard from all the company dashboard charts.

Step 3:

Profit.co allows you to download the report in PNG image format.

Profit.co allows you to download the report in a PDF file document.

Profit.co allows you to download the report in excel file formats.

Related Answer Post:

To learn more about downloading the reports from the Task Dashboard, click here.