Exporting Your Scorecards to a Spreadsheet

Learn how to export your team's Scorecards to a .csv file.

Written by Tommy Mains

Updated at April 18th, 2025

Exporting your team's Scorecards to a .csv file to load in spreadsheet applications is simple. Follow the steps below to try it yourself.

 

Exporting Scorecards to a .csv File

To export one of your team's Scorecards into a .csv file:

  1. Click Data from the left navigation.
  2. Use the Team dropdown to choose the relevant team.
  3. Select one of the team's Scorecards (Weekly, Monthly, Quarterly, or Annual).
  4. Select the desired date range from the Date range dropdown.
  5. Click the ellipsis at the far right of the filters bar ().
  6. Select Export as CSV from the dropdown.

 

The exported spreadsheet has one tab containing the following information:

  • KPI group name
  • Status
  • Title
  • Description
  • Owner
  • Goal
  • Average
  • Total
  • Reporting period date(s)