Exporting data from the Data Sheet
After you've finished filtering data in your Data Sheet, you can export your Data Sheet to a CSV file. This allows you to view it in spreadsheet applications such as Microsoft Excel.
You can also export review PDFs directly from the Data Sheet.
ChartHop enables you to export the data you refine in the Data Sheet to a CSV file. This is helpful for sharing your Data Sheet with others in an external context (for example, when sharing a list of dates of last raises/promotions with a planning committee).
You can also export data from the Data Sheet as a way to create a template for importing data back into ChartHop. For example, you can create a view that lists a group of employees whose Employee IDs you want to update. You can filter the Data Sheet to display only that group of employees and select any additional columns you want to update (for example, Employee ID).
Once the Data Sheet view is set up, you can export it to a CSV and edit that file to make those bulk changes. After you're finished editing, you can then re-import that spreadsheet back into ChartHop. Learn more.
If your exported data includes non-English characters or foreign phone numbers, you can adjust these settings after you save your CSV to Excel format. See the Microsoft Excel documentation for information about how to format cells. Remember that you may need to change the language as well.
To export to a CSV file:
- Select the Data Sheet from the left sidebar.
- Customize or filter the data you want to export by adding columns or using filters.
- Select Export CSV or select the Edit ▼ dropdown and select Export CSV. The Export CSV dialog displays.
- In the Export type dropdown, select the Data Sheet export type.
- You can also select from the following export types (when you have the appropriate access role):
- Comp History - Exports compensation history.
- Data Collection History - Exports form data collected during the current review cycle.
- User Lists - Exports a list of all ChartHop users, including the email associated with their ChartHop account, last active date/time, and access role.
- Enter a date for the export.
- Select whether to include ChartHop IDs or former employees in the spreadsheet.
- Select whether to export base and target variable values as separate columns in the CSV file. Learn more.
- Select Export.
- Once the export is complete, select Download to save the generated .CSV file.
The export type you can select depends on your user access roles and permissions. Users with the Employee role can select only the Data Sheet export type.
You can create a list of all employees, including former employees, by exporting a CSV file from the Data Sheet.
To export a CSV file of all employees:
- Select the Data Sheet from the left sidebar.
- (Optional) Customize or filter the data you want to export by adding columns or using filters.
- For example, add the Name, Job title, Department, Start date, and End date columns to your Data Sheet.
- Select Export CSV or select the Edit ▼ dropdown and select Export CSV. The Export CSV dialog displays.
- In the Export type dropdown, select Data Sheet.
- Check the Include former employees checkbox.
- Enter a date for the export.
- Select Export.
Once the export is complete, select Download to save the generated CSV file.
When exporting compensation data from the Data Sheet to CSV, you have the ability to export base and target variable values and their attributes in their own separate columns within the CSV.
This makes editing easier for you when you want to use a downloaded CSV as a template to make compensation changes. You can use the resulting more-detailed CSV to make bulk edits to existing data or as a template to import new data into ChartHop.
When the Base and target variable as separate columns setting is enabled, attributes such as currencies, amounts, and intervals are exported in their own columns. For example:
Base - currency | Base - amount | Base - interval | Base - hours per week | Base - weeks per year |
USD | 85,000 | Yearly | | |
USD | 25 | Hourly | 40 | 52 |
When this setting is not enabled, amounts and intervals are formatted in the same column. For example:
Base | Base - hours per week | Base - weeks per year |
USD85,000/year | | |
USD25.0/hour | 40 | 52 |
Base - hours per week and Base - weeks per year values for hourly employees continue to display in their own columns, even when the Base and target variable as separate columns setting is not enabled.
To export base and target variable values in separate columns:
- Select the Data Sheet from the left sidebar.
- (Optional) Customize or filter the data you want to export by adding columns or using filters.
- For example, add the Base column to your Data Sheet.
- Select Export CSV or select the Edit ▼ dropdown and select Export CSV. The Export CSV dialog displays.
- In the Export type dropdown, select Data Sheet.
- Check the Base and target variable as separate columns checkbox.
- Enter a date for the export.
- Select Export.
Once the export is complete, select Download to save the generated CSV file.
In addition to exporting data to CSV, you can also export specific review data to PDF directly from the Data Sheet. When you export reviews to PDF, submitted review data exports in individual PDFs by employee within a central .zip file. Learn more.
