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Export OKRs in Agility

The Export OKRs feature allows users to download Objectives and Key Results (OKRs) into a CSV file format for offline access, reporting, sharing, or archival purposes. Agility provides two export methods: individual export for selected OKRs and bulk export for all OKRs (admin-only).

Why Should You Use It?​

Exporting OKRs is useful when you need to:

  • Share OKR progress with stakeholders outside the system
  • Analyze OKRs using external tools like Excel or Google Sheets
  • Create comprehensive reports across all organizational OKRs
  • Archive OKR data for historical records
  • Print or present OKRs in review meetings

Export Selected OKRs​

All users can export individual OKRs by selecting specific objectives from the current view.

Procedure to Export Selected OKRs​

  1. Log in to Agility, click the hamburger menu and navigate to OKRs.

  2. Select one or more OKRs you want to export.

  3. Click the Export OKRs in CSV Format icon.

    Export-CSV-OKRs

The selected OKRs are exported as a CSV file and saved to your system's default Downloads folder. When opened, the file displays the Objectives and their associated Key Results together in the same CSV file, typically as separate columns or rows depending on the export format.

Bulk Export All OKRs (Admin Only)​

Administrators can export all objectives and key results in a single operation, regardless of current page view or applied filters. This feature enables comprehensive data extraction for reporting, analysis, and backup purposes.

Procedure to Bulk Export All OKRs​

  1. Log in to Agility as an administrator.
  2. Click the hamburger menu and navigate to OKRs.
  3. Click the three-dot menu (⋮) next to the column configuration icon.
  4. Select one of the following options:
    • Export All Objectives - Downloads all objectives across the system
    • Export All Key Results - Downloads all key results across the system

The export process begins, and the CSV file downloads to your system's default Downloads folder once complete.

tip

Bulk export retrieves all OKRs in the system, not just those visible on the current page. Use this feature for comprehensive reporting and data analysis.

note

Bulk export is available exclusively to users with administrator privileges. Non-admin users can export individual OKRs using the standard export method.