Export · reporting

Export individual report — hana tan

Generate a report of your scope’s ROOT / PACE / THRIVE picture. Privacy rules are applied automatically — sentiment exports aggregate-only, never by name.

Scope — export anything you can view, at any level you can view it

Whole org›Core Practice›Beacon›Hana Tan

🔒 Only scopes you’re entitled to are listed; every selection is re-validated server-side — a hand-edited scope is rejected.

Include lenses

✓ = included · struck-through = excluded

Filter · role / tag

Role and tag filters apply at team scope (they’re person-level). This is an aggregate report.

Time-box

→
This quarterLast quarterYear to date

Report-period label only — figures reflect the current measured period (§8 — historical slicing arrives with Chunk 9 mapped hours). The picker names the window, it does not filter history.

Open print report ↗Generate CSV
Comma-separate multiple recipients. We email a link to the gated report — each person opens it scoped to their own access.

What this export will contain

Resolved from your role + scope — the same rules as on-screen. Updates as you change the controls.

✓Objective load — by name, within your entitled scope.
✓Individual report — objective delivery (PACE) + load, by name. Experience is never exported.
⚠k-anonymity floor (4): sub-floor cohorts have sentiment suppressed (none currently in this scope).
⊘Evaluative tags excluded (Flight-risk-watch, High-potential) — never in an export.
⊘Out-of-scope regions — not exportable at your scope.

The serializers render this resolved model — they never re-query data — so an export cannot reach anything the screen wouldn’t show you.