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Export Department Goal Data

Summary

 Plumm allows managers to export Department Goal data to Excel. This feature helps track departmental performance, share progress with stakeholders, and perform offline analysis or reporting.


In this article

  • Before you begin
  • Step 1:  Accessing the Department Goals Section
  • Step 2: Exporting Department Goal Data
  • Step 3: Viewing and Using the Exported File
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have access to the Department Goals section in PlummHR.
  • Goals must be assigned to the department to appear in the export.
  • You need Excel or another compatible spreadsheet application to open the exported file.

Step 1. Accessing the Department Goals Section

  • Click on the Nine-Dot Menu
  • On the left side of the page, click on the nine-dot menu (also called the "App Switcher"). This opens a list of available modules.
  • Select the Performance Tab
  • In the menu that appears, click on the Performance tab, which is designed to boost team performance and growth.
  • Access the Goal Module
  • Inside the Performance tab, you will find the Goal Module.
Go to Goals > Department Goals
You will see a list of all goals assigned at the departmental level, along with progress and last updated information.
On the Department Goals page, review the list of goals and overall progress.
 

Step 2. Exporting Department Goal Data

  1. Locate the Export all data button at the top-right corner of the Department Goals page.
  2. Click Export all data.
  3. The system will generate an Excel file containing all departmental goals.
  4. The exported file will include:
    • Goal Title
    • Assigned To (team or individual)
    • Progress Percentage
    • Due Date
    • Last Updated Date
    • Status (e.g., In Progress, Completed)

Step 3. Viewing and Using the Exported File

    1. Open the Excel file using Microsoft Excel, Google Sheets, or a compatible spreadsheet tool.
    2. You can now:
      • Filter by team, goal status, or progress.
      • Track progress across the department.
      • Share the file with leadership or stakeholders.
      • Use it for reporting, analysis, and departmental planning.

    Frequently Asked Questions (FAQ)

    1. How do I export Department Goal data?

     Click the Export all data button on the Department Goals page. The file will download automatically in Excel format.


    2 . What data is included in the export?

    The file includes Goal Title, Assigned To, Progress, Due Date, Last Updated Date, and Status.

     

    3. Can I export only specific departmental goals?

    No, the export downloads all goals visible on the Department Goals page. You can filter goals before exporting if needed.

    4. Do I need Excel to open the exported file?

     Excel is recommended, but you can also use Google Sheets or any compatible spreadsheet application.

    5. Can I edit the exported data?

    Yes, once exported, the data can be filtered, sorted, and modified for reporting or analysis.

    6. Does the exported file update automatically?

    No, the export is a static snapshot. You must re-export to get the latest data.

    7. What if the export button is not visible?

    Check your permissions. Only managers or users with the right access can export departmental goal data.