Export Action Plans

You can export manager action plans from the

Usage Metrics

report.

The export displays:

The name, ID, and email of the managers.
The action title and description.
The context or segment the actions belong to.
Question set and driver.
Date created, due, completed, and archived.

You can only export action plans for the managers whose segments you have full access to, and can therefore switch context to. Example: If you can't switch your context to a manager segment that's in your heat map, you can't access the actions available on that segment. Therefore, although the usage report displays the actions statistics for that manager, it doesn’t include the actions content in the export.

The report displays managers that are, as employees, part of the context you're viewing. Example: When viewing usage metrics within the company context, it contains all managers of the company. When viewing usage metrics within the Finance (Department) context, it only contains managers whose

Department

attribute value is

Finance

.

If the manager deletes their action, the action isn't visible in the export, however the deleted action still contributes to the actions statistics of the manager.