Rival Help CenterPerform

Export goal data

  • Exporting creates a comma separated values (csv) file.
  • You can open it in Microsoft Excel.
  • The csv file contains employee ID, employee payroll ID (Rival Perform (Detach) only), employee name, employee status, hire date, location, department, job, manager ID, manager name, goal period, goal title, goal details, due date, completion date, progress, status, team goal indicator, and review group.
  • Alternate method: Click circled down arrow icon on the Goals Detail page.
  1. From the navigation bar, click Administration.From the Settings page under App Setup and Dashboards, click Goals. The Goal Periods page opens.
  2. In the list beside a goal period, click vertical three-dot menu icon and then click Export to CSV.
  3. On the pop-up, select to open file in Microsoft Excel or save it to your computer.
  4. Click OK.