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

Category: Performance allows users to export data from goals in XLS or CSV Excel formats from the Goals module.

Why this Feature?

  • By using this feature, users can download their goals progress data in a .CSV or XLS format.
  • Users can export the data from My Goals, My Org Goals, Pending Goals, and Shared Goals.
  • HR Admins can export data for all employee goals.

Navigate to Performance → Goals, click on the Export  icon in the right corner. You can also export the goals report from the menu My Org’s Goals and Shared Goals.

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

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