Using the Data Exporter

To access the Data Exporter:

1. Go to REPORTING 
2. Click Exporter

The Data Exporter allows you to export data. It allows you to access a record of all your evaluations within a selected time period and export those records to a .CSV file. 

There are three tabs to choose from:

• Evaluations
• 1-to-1s & actions
• Root causes

The Filtering options for each tab are as follows:

Evaluations

• Select a date range
• Option to include in-review evaluations
• Filter by individual scorecards
• Filter by all scorecards
• Filter by inactive/active scorecards

1-to-1s & actions

• Select a date range
• Option to include in progress sessions

Root causes

• Select a date range

To access the filtering options click the "Show options" button.

Click the button "Generate".

Then go to the export on the table below and click the "Download" button.