The Assessment Cycle feature in Planning provides a convenient report that allows you to view your assessment cycle data in a .csv report. The report can be found here:
You can export each phase separately or all phases at once. Tip: Apply filtering and sorting in Excel to focus on the exact information you need.
The file includes the following column headers:
- Phase: Starting with Plan and ending with Act
- Unit: Alphabetized based on the list of departments included within the assessment cycle
- Unit ID: Product-generated identifier that can be used to join data between files
- Template: Alphabetized within each department
- Template ID: Product-generated identifier that can be used to join data between files
- Field: Alphabetized within each template
- # Missing: The number of items per department that are missing from each phase