There is a lot of information on the 'Objectives Dashboard' page, including filters for owners, types, statuses, etc. Once you apply filters to narrow down the objectives you're searching for, you can export the objectives that match those filters so you can analyze them in a CSV or XLSX file. In this article, we'll walk through how to export filtered objectives.
Access and availability
⛔️ Required access to Objectives.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.
Tip
For steps on how to bulk import objectives, see this article.
Download filtered objectives
- Click on Check-ins in 15Five's main, left-hand navigation.
- You will land on the 'All objectives' page.
- Set your filters. For more information on interacting with these filters, see this article.
- Make sure the objectives you want to export appear in the "Objectives summary" section of the page.
- Click ...in the top, right-hand corner of the page and select 'Export as CSV/XLSX' to start the download.
Note
Only the objectives that are showing in-app (and match your filters) will be included in the download.
- Columns included in the download are: Objective Title, Owner First Name, Owner Last Name, Owner Email, Owner Employee ID, Owner Active Groups, Manager First Name, Manager Last Name, Manager Email, Type, Department, Start Date, End Date, Parent Objective Title, Impacts Parent Progress, Privacy Settings, Viewable by Groups, Viewable by User Emails, Status, All Key Results information, All Child Objective information