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Export Team Goal Data

Summary

 Plumm allows you to export Team Goal data to an Excel file. This feature is useful for managers who need to share goal progress or track goal performance over time in a format that’s easy to manipulate and analyze.

In this article

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

Before you begin

  • You must have access to the Team Goals section in Plumm.
  • Make sure the Export Data button is available to you.
  • You’ll need Excel or another compatible spreadsheet application to open the exported file.

Step 1. Accessing the Team Goals Section

  1. Navigate to the Goals section from the Plumm dashboard.
  2. Click on the Team Goals tab to view all team goals and associated progress.

Step 2. Exporting Team Goal Data

  1. Near of search button on Team Goals page, you’ll see an Export all data button (represented by a download icon).
  2. Click Export all data.
  3. The data will be exported into an Excel file (.xlsx), which will automatically download to your system.
    • This file will contain columns for team member names, goal titles, progress percentages, due dates, and last updated dates.

Step 3.Opening and Using the Exported File

  1. Open the Excel file once it’s downloaded.
  2. The file will include data on the goals and progress for each team member. You can now filter, sort, or analyze this data as needed.
    • The data will be organized into columns, including: Name, Goals, Progress, Last Updated, Due Date, and Status.

Frequently Asked Questions (FAQ)

1. How do I export Team Goal data?

To export Team Goal data, click the Export all data button at the top-right corner of the Team Goals page. The file will automatically download in Excel format.
 

2 . What information is included in the export?

 The export file contains:
  • Team member names
  • Goals assigned to each team member
  • Progress percentage for each goal
  • Last updated date for each goal
  • Due date for the goal
 

3. Can I export only specific team goals?

No, the export feature downloads all visible team goals. If you need specific data, you can filter or sort the goals before exporting.
 
 

4. Can I modify the data once it's exported?

Yes, once the data is exported to Excel, you can filter, sort, and modify the file to meet your needs.
 
 

5. Do I need any special software to open the exported file?

 The exported file is in Excel (.xlsx) format, but it can also be opened using Google Sheets or any compatible spreadsheet application.
 
 

6. Can I automate the export of team goals?

Currently, the export process is manual. You will need to click the Export all data button each time you want to download the latest data.

7. What if the export option is not available to me?

Currently, the export process is manual. You will need to click the Export all data button each time you want to download the latest data.