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Export OKRs to Excel (beta)

Learn how to export the OKRs of a session or a team in an Excel file

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Written by Ivan Ivanov
Updated over 3 weeks ago


Overview

Quantive Results allows you to export OKR-related data to an Excel file.
From Quantive Results, you can export the following:

  • List of the OKRs of a session and their key results, together with all details.

  • List of the OKRs of team members, together with their key results and attainment rates.


Prerequisites

The plan of the account is Enterprise.

Your account admin has enabled the New OKR module and filtering feature for your user or the entire account.

Users have the Admin or User role assigned (or 'Manage OKRs' global permission enabled if the role is custom).

Export OKRs per session

Perform the following:

  1. In the navigation pane, under OKRs, click All sessions.

  2. Click the session whose OKRs you want to export.

  3. In the toolbar, click on Export to Excel.

  4. Click Export to Excel.


Result

The Excel file is created. It contains the following:

  • The list of objectives together with its attributes

  • The key results of the objectives, together with their attributes.

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