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Export Your Team’s Data from Trackers

 

Managers can export data directly from Trackers to analyze progress, prepare reports, and share insights with stakeholders.

Available Trackers

The Export button is available in:

  • Learning Tracker

  • Objectives Tracker

  • Pathways Tracker

  • Reviews Tracker

Exports include data for your direct reports and organizational downline.

Why Use Exports

Exporting allows you to:

  • Create reports quickly

  • Analyze team progress outside the platform

  • Share updates with stakeholders

  • Focus on specific groups using filters

How to Export Data

  1. Navigate to a Tracker

  2. (Optional) Apply filters using Smart Search

  3. Click Export

  4. Download your report

The export reflects exactly what is visible in your current view, including any filters applied.

Exporting from Each Tracker

Pathway Tracker

Export pathway enrollment and progress data for your team.

Use this to:

  • Track pathway completion

  • Review progress across teams

  • Share insights with stakeholders

    If data is missing:

    • Text fields display N/A

    • Numeric fields display a dash (–)

  • Inactive users appear at the bottom of the export

Exports include user, pathway, and progress data based on your current view.

Review Tracker

Export review progress and completion data.

Use this to:

  • Prepare for performance conversations

  • Monitor review completion

  • Create structured reports

Exports include user and review status data.

Learning Tracker

Export detailed learning data for your team.

Exports include:

  • Enrollment Name (course title)

  • Capability and Behavior Name

  • Status (In Progress or Completed)

  • Start and completion dates

  • User details (name, role, department, etc.)

  • Manager details

Use this to:

  • Monitor learning progress

  • Track training completion

  • Support reporting on learning programs

Objective Tracker

Export objective assignment and completion data.

Use this to:

  • Track progress toward goals

  • Monitor team performance

  • Share updates with stakeholders

Important Notes

  • Exports reflect exactly what is in your current view, whether:

    • You've applied a Smart Search filter (e.g. role)

    • Or you're exporting from an unfiltered (default) state

When to Use This Feature

This feature is helpful when you need to:

  • Report on team performance or progress

  • Prepare for reviews or check-ins

  • Share insights with leadership

  • Analyze filtered groups of users

Questions? Reach out to Support and we’ll be happy to help.