Export your Organisation's Actions

You can export Actions across your organisation, including Actions created from both Huddles and Surveys, through the Actions View in the Teamgage portal.

Exporting Actions allows leaders and administrators to perform deeper analysis, track progress over time and share updates outside the platform when needed.

Exports can be useful for:

1. Reporting on progress and accountability
2. Reviewing completion trends across teams or departments
3. Supporting leadership updates or operational reviews
4. Identifying recurring themes, blockers or improvement opportunities

How to export your organisation's Actions

1. Log into the Teamgage platform
2. Go to Actions from the left hand navigation
   
3. Apply filters if needed (for example Huddle or Survey Actions)
   
4. Click the Export button
   
5. Open and download the exported file
   

Here's what it looks like

Using filters before exporting

Before exporting, you can refine the results by:

1. Date - Filter Actions created or completed within a selected date range.
2. Status - Filter by; Completed or Incomplete
3. Teams - Select one or more teams to view their Actions.
1. Include subteams - Include all subteams under a selected parent team. Useful for viewing Actions across regions or departments.
4. Surveys - Filter Actions linked to a specific Survey.
5. Metrics - Filter Actions linked to a specific metric.
6. Action type - Filter by where the Action was created; Huddle or Surveys
7. Deleted Actions - Choose whether to view: Active Actions only, Deleted Actions only or All Actions

Applying filters helps ensure the export contains only the information most relevant to your analysis or reporting needs.

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