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Export my organization's data as a User
Export my organization's data as a User
Elodie Ohanian avatar
Written by Elodie Ohanian
Updated over 7 months ago

In order to facilitate general operations, Holaspirit allows Users to export data relating to their organization in Excel format.

👤 All Users and Admins can export this data.

Note: You can turn on and off some Holaspirit apps. If the app is not enabled for your organization, you won't have access to its export.


Export Circles

You can export details of every circle you are a member of. The circle export contains:

  • Circle name and ID,

  • Roles and subcircles assigned to the circle, their IDs, the information if they are linked to a template or hiring,

  • Its roles and subcircles creation date and inserted time spent value,

  • Roles and subcircles purpose, accountabilities, domains, strategy and custom fields.


Export Projects

You can export all projects of your organization, for your circle(s), the circle(s) you're not a member of as well as archived projects. It contains:

  • The circle, role or member(s) assigned to the project

  • The column it's in

  • Its status (current or archived)

  • Its name and description

To export your organization's projects:

  • Go to your Projects app

  • Click on the Export button in the top right

  • Click again on the Download button


Export OKRs

You can export an overview of all your organization's OKRs, which includes:

  • The circle, role or member(s) assigned to the OKR

  • Its status (current or archived)

  • Its name and description

  • The parent OKR it's linked to

  • Its key results

  • Its timeframe and advancement

To export your organization's OKRs:

  • Go to your OKR app

  • Click on the Export button in the top right

  • Click again on the Download button


Export your organization chart

Go to the Chart page:

  • Click on the icon at the top right

  • Click on the download icon then click:

    • Export the organization to PDF to download a PDF file including the list of roles (members, purpose, domains and accountabilities of each role)

    • Export the circle to PNG to upload a screenshot of your Chart

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