BetterWorks

Exporting goals to PowerPoint

Have you ever wanted to take the data BetterWorks gives you about your goals even further? Now you can extract goal data from BetterWorks into a PowerPoint report. The report arrives via email and contains information about up to 100 goals.

The PowerPoint report is a great tool to review during meetings, annual reviews, and other progress-focused activities. Each sheet contains information about one goal, including milestone data and the most recent assessments and comments.

Exporting goals

Exporting goal data is simple. Filter the goal list to show all the goals you want to export, and choose the Export to PPT option in the export menu.

Note: Users can export a maximum of 100 goals to PPT. This makes sure the email attachment isn’t too big to deliver and provides an extra layer of security for exported goals.

  1. Click Goals to open the goal list.
  2. Optionally, filter the list by choosing options from the filter menu.
    Note: If there are more than 100 goals in the filtered list, the export option will deactivate. Filter the list to 100 or fewer goals to reactivate the option.
  3. Click Export in the upper right corner. A dropdown appears. Click Export to PPT.
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  4. A PowerPoint slide deck will be emailed to the email associated with your BetterWorks account within the next 5 minutes.
    Note: If you don’t receive an email, be sure to check your spam folder. If necessary, adjust your email client settings to make sure BetterWorks emails appear in your inbox.
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