Use & Manage 1-on-1s
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      How to Export & Download 1-on-1s

      1-on-1s, both finalized and unfinalized, can be exported in bulk or individually. 

      In this article: 

       

      Overview

      1-on-1s, both finalized and unfinalized, can be exported in bulk or individually. 

      Learn how to use 1-on-1s.

      How to Export 1-on-1s In Bulk

      To export 1-on-1s in bulk as a .xlsx file:

      1. From the 1-on-1s home page, use the ☐ icon to select 1-on-1 session(s) to export (see Figure A)
      2. Click Export to XLS (see Figure B)
      3. Scroll to the bottom of the screen and click Download File from the Recent Exports card

      4. Open the file from your browser's download folder

      How to Download a 1-on-1

      To download an individual 1-on-1 session as a PDF file:

      1. Navigate to the 1-on-1 to be downloaded
      2. Click the ⋮ icon in the top-right to expand additional options
      3. Click Download 1-on-1
      4. Click the 1-on-1 PDF file from your browser's downloads folder