How to Export/Download Team Goals
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Download your team’s goals into an Excel file to support goal management, tracking, and audits. The export includes all individual goals for your employees, including Assigned To, Title, Description, Start Date, Due Date, Status, Progress, Weight, and additional goal details.
Download Team Goals
Go to Performance → Goals → Team Goals.
Open the Options drop-down menu.
Select Download Excel to export all team goals for the selected time period.
This export includes goals for all team members, even if individual employee cards are not expanded on the page.
After downloading, open the Excel file to review all available details, including employee name, goal title, description, dates, status, progress, weight, and more.
Open the downloaded Excel report to review all the exported details (employee name, title, description, start date/due date, status, progress, weight and more).
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