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How to Export Data from Teamflect

Easily export Teamflect data for reporting, performance analysis, and custom insights.

Written by Myka
Updated over 2 months ago

Teamflect allows administrators to export user and module data directly from the Admin Center for deeper analysis, reporting, or compliance purposes.
With just a few clicks, you can extract data in Excel (.xlsx) or CSV format โ€” enabling your HR, leadership, or analytics teams to process and visualize insights outside Teamflect.

๐Ÿ”’ Note: Only users with Admin Center access and relevant permissions can export data.

Steps to Export Data from Teamflect

Step 1: Access the Admin Center

From the top-right corner, click Admin Center.
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Step 2: Open the Reports Section

Inside the Admin Center, select Reports from the left panel.

Step 3: Choose the Module to Export

From the dropdown or side menu, select the specific module whose data you want to export โ€” for example, Recognitions, Goals, Reviews, or Surveys.

Step 4: Open Export Options

Once the data loads, click the three dots (โ‹ฎ) in the top-right corner of the data grid to open More Options, then select Export Data.

Step 5: Select Format and Export

In the export window, choose your preferred format (.xlsx or .csv) and click Export.
The file will automatically download to your computer.

Your file will be downloaded to your computer in โ€˜xlsxโ€™ or "CSV" format depending on your selection before exporting.

๐Ÿ’ก Tip: For large datasets, exporting may take a few seconds. Avoid refreshing the page until the download starts.

HR Use Cases

  1. Performance & Engagement Analysis
    HR teams can export survey or review results to identify engagement trends, performance patterns, or improvement areas across departments.

  2. Leadership Reporting
    Exported reports can be formatted and shared with executives to provide transparent insights into recognition activity, review completion rates, or goal progress.

  3. Audit & Compliance Tracking
    HR administrators can maintain data logs for performance reviews, survey responses, and feedback records to support internal audits or compliance requirements.

Final Thoughts

Exporting data from Teamflect gives HR and leadership teams the flexibility to analyze, share, and act on insights outside the platform.
By combining exports with your preferred tools โ€” such as Power BI or Excel โ€” you can transform raw data into meaningful reports that drive informed decision-making across your organization.

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