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Exporting a Quarterly Report

How to export a quarterly report for your team to review during a quarterly or annual meeting.

Written by Tommy Mains

How to Export a Quarterly Report in Ninety

Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your:

  • Scorecards (weekly, monthly, quarterly, and annual).

  • Rocks.

  • Vision.

  • Strategy.

  • SWOT.

  • Long-term Issues.

  • Org Chart.

How to export a quarterly report

To create your team's quarterly report PDF:

  1. Click Vision from the left navigation.

  2. Choose a team from the Team dropdown.

  3. Click the chart icon to generate the PDF.

  4. Save the PDF or print it for your records.

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