Exporting Your Data
Learn how to export portions of your Ninety Account to a PDF or .xlsx spreadsheet file.
Written by Amanda Barfield
Updated at December 13th, 2024
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Insights
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Data
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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Vision
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Org Chart
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1-on-1
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Process
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Directory
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Mastery
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Assessments
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Integrations and Beta
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Account Options and Troubleshooting
Table of Contents
Several of our tools include options to export your data as a PDF or an XLSX spreadsheet.
Exporting to PDF
You can download a PDF from any of the following tools using the PDF button on the far right of the filters bar.
- Data
- Headlines
- Issues
- Process
- Rocks
- To-Dos
- Vision
Printing a Meeting Agenda
- Click Meetings from the left navigation.
- Choose a team from the Team dropdown on the filters bar.
- Click the meeting-type tab you wish to print.
- Click the Print Agenda button to generate a PDF.
Printing a Quarterly Export
Users can export and print their company's Vision as a PDF to prepare for a meeting or maintain paper records.
- Click Vision from the left navigation.
- Choose a team from the Team dropdown.
- To generate a PDF, Click the Download Quarterly Export button (bar graph icon) on the far right of the filter bar.
Using the Export Button
Click the Download button on the far right of the Filters bar to export your information into an XLSX file.
You can export information from the following tools:
- Rocks (including Milestones)
- To-Dos
- Issues
- Headlines/Cascading Messages
Rocks
Exporting Rocks
- Click Rocks from the left navigation.
- Choose a team from the Team dropdown.
- Click the Download button on the far right of the Filters bar.
To download archived Rocks instead, click the Archive toggle after choosing a team.
The spreadsheet separates Rocks and Milestones into two different tabs.
The Rocks tab includes the following columns:
- Owner
- (Rock) Title
- Description
- Due Date
- Status
- Level (Team or Company/Departmental)
- Team
- Attachment Names
- Completed On (Date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
The Milestones tab includes the following columns:
- Owner
- (Milestone) Title
- Description
- Rock’s Name
- Due Date
- Completed On (Date)
- Link (to the item in Ninety)
To-Dos
Exporting To-Dos
- Click To-Dos from the left navigation.
- Choose a team from the Team dropdown.
- Click the Download button on the far right of the Filters bar.
To download archived To-Dos instead, click the Archive toggle after choosing a team.
To download Private To-Dos instead, click the Private tab instead of choosing a team.
The spreadsheet includes the following columns:
- Owner
- (To-Do) Title
- Description
- Due Date
- Repeat
- Team
- Attachment Names
- Completed On (date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
Issues
Exporting Issues
The export feature downloads the selected team's short- and long-term Issues.
- Click Issues from the left navigation.
- Choose a team from the Team dropdown.
- Click the Download button on the far right of the Filters bar.
To download archived Issues instead, click the Archive toggle after choosing a team.
The spreadsheet separates short and long-term Issues into two different tabs.
The Short-Term tab includes the following columns:
- Owner
- (Issue) Title
- Description
- Type
- Priority (number)
- Team
- Who
- Attachment Names
- Completed On (date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
The Long-Term tab includes the following columns:
- Owner
- (Issue) Title
- Description
- Type
- Priority (number)
- Team
- Who
- Attachment Names
- Completed On (date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
Headlines
Exporting Headlines and Cascading Messages
- Click Headlines from the left navigation.
- Choose a team from the Team dropdown.
- Click the Download button on the far right of the Filters bar.
To download archived Headlines and Cascading Messages instead, click the Archive toggle after choosing a team.
The spreadsheet separates Headlines and Cascading Messages into two different tabs.
The Headlines tab includes the following columns:
- Type (Headlines or Cascading Messages)
- From
- Owner
- (Headline) Title
- Description
- Team
- Attachment Names
- Completed On (date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
The Cascading Messages tab includes the following columns:
- Type (Headlines or Cascading Messages)
- From (team)
- Owner
- (Cascading Message) Title
- Description
- Team
- Attachment Names
- Completed On (date)
- Link (to the item in Ninety)
- Created Date
- Archived Date
Changing the File Type
The downloaded file defaults to a .xlsx file, which Microsoft Excel uses.
To open the file with Google Sheets:
- Go to your Google Drive (https://drive.google.com/).
- Click the New button on the top left of the screen.
- Click File Upload from the popup menu.
- Open the downloaded file from Ninety.
- Click to open the file from the Upload popup.
To change the file type to .csv:
- Open your downloads folder.
- Right-click the file.
- Click rename (this may be as a button at the top of the popup or as a listed option).
- Type “.csv” at the end of the file’s name.
Or:
- Open the downloaded file in Microsoft Excel.
- Click File and then Save as.
- Choose the CSV format from the dropdown.
- Click Save.
Downloading Scorecard Data
Users with the role of Manager or higher can export their data as a CSV document. Here's how:
- Click the ellipsis on the far right of the filters bar.
- Click Export as CSV from the dropdown.
The chosen document includes all data currently visible on your Scorecard tool. To change which information is downloaded, adjust the item(s) selected on the filters bar or change to a different Scorecard (Weekly, Monthly, Quarterly, or Annual).