How to Export Goals

Export your Goals data as PDF and XLS files.

In this article:


Export your Goals data as pdf and xls files. To protect confidentiality, you can only export goals you have visibility into.
Exported files allow users to view, analyze, and share Goals data in different file formats.


  • Available to all users with access to Goals
  • Available to organizations with Goals enabled

How to Export Goals

To export goals via the Goals Homepage:
1. Click Goals in the left-hand navigation menu
2. Apply the relevant filters to display the goals you would like exported, learn how to search goals 
3. Click and expand Goals drop-down menu in the top-right
4. Click the appropriate export option
5. Open and access the file from your browser's downloads folder