Export OKRs

The export option is helpful when you want to extract the current OKRs from the OKR module to share with stakeholders, update progress reports, or integrate them into other tools for analysis and decision-making.

Permissions

Only permitted users can add, edit, and delete OKR teams:

• Jira Admin

• In-module Admin

• Users in roles with granted Data export permission.

Export OKRs to a CSV file

You can import OKRs from a .csv file or through the API. This page focuses on the .csv method.

1. On the OKR overview page, open the Overview settings.

2. Select Export from the dropdown.

3. The Export screen with the default export options displays:

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• Show visual hierarchy of OKRs - Check if you want the exported OKRs to retain their hierarchical structure (represented by indentations in the .csv file).

• Add a hierarchy column (numbered levels) - Check if you want your exported file to contain an OKR order column.

• Export all columns - Check if you have filters applied and want to export all OKRs.

• Don’t include column headers - Check if you do not want column headers in your exported file.

• Export text without text formatting - no formatting saved to the export (only text).

• Force DD/MM/YYYY format for dates - formats OKR period dates.

• File name - Name your exported file. If you leave it blank, the file will be given the default export.csv name.

4. Click the Export .csv file button to finish the process.

5. You can find the exported file in the Downloads folder on your device (Mac/Win).

Below, you can find an interactive demo that walks you through the entire OKR export process.

Exported CSV file

When you click the Export .csv file button, the app will create a file containing data on your OKRs in their respective columns. When you want to export all data, your CSV file will contain all columns from the OKR Overview page based on the following setup:

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• Order

• Type

• Key (applicable only to the linked issues)

• Summary (OKR name)

• Period

• Owner

• Teams

• Labels

• OKR Type

• Progress

• Collaborators

• Stats

• Weight

• Latest update

• Days since last update

• Date of last update

• Expected start date

• Expected end date

• Grade

• Start Value

• Current Value

• Target Value

• Assignee