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
Updated at May 6th, 2025
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Table of Contents
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
- Goals
- SWOT
- Long-term Issues
- Org Chart
How to Export a Quarterly Report
To create your team's quarterly report PDF:
- Click
Vision from the left navigation. - Choose a team from the Team dropdown.
- Click the chart icon (
) to generate the PDF. - Save the PDF or print it for your records.