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Export the Kaizen Dashboard to a .csv file

Export the filtered list of Kaizens on the Kaizen Dashboard to a .csv file on your computer.

Written by Angad Singh

You can export the Kaizens listed on the Kaizen Dashboard to a .csv file. The export contains the results of your current search and filters.

Steps

1. Go to the Kaizen Dashboard and filter the list by the criteria you need. You can also open a saved view. For help, see Search the Kaizen Dashboard.

2. Click the Excel icon at the top right of the dashboard.

A Save As window opens. It looks different on Windows and Mac.

3. Choose where to save the file on your computer.

4. Enter a name for the file.

5. Click Save.

Good to know

  • The due date column in the dashboard and export is now called Revised Due Date.

  • The export includes the Kaizen description (up to 400 characters), the tools used, attachments and expansions.

  • Other exports are available for Kaizen data: a Delay Management Excel export for project timelines, due date extension exports (which include the Revised Due Date Reason and Kaizen Project ID), and an Excel export on the Kaizen Team View page.

  • To export a single Kaizen, see Export data from a Kaizen. Each Kaizen also has a PDF export on its toolbar.


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