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Exports and reports

Every export available in OpenAleph (campaigns, answers, skills, work time, Learn, surveys, workforce planning, members), formats, who can export and how files are delivered.

Who can do thisAdminScoped adminManager creatorManager

OpenAleph lets you export campaign progress, answers, matrices, plans and member lists to Excel (.xlsx), PDF or CSV. This page lists the exports available in each module, who can use them and how the file reaches you.

How exports are delivered

Most exports are generated in the background, so you can keep working while the file is prepared:

  1. Start the export. A message such as "Your export will automatically be downloaded in a few seconds." appears.
  2. When the file is ready, it downloads automatically and a message says Your export is ready !
  3. If the download was blocked by your browser, use the Download button in that message ("If it wasn't saved automatically you can download it manually here :").

When several files are produced, they are grouped in a .zip archive. If generation fails, you see "An error occurred while generating your export." Try again or contact support.

Note: Exports are delivered in the browser, not by email. Keep the OpenAleph tab open until the download starts.

Exports by module

Interview, Feedback and Team Survey campaigns

From the campaign list or a campaign page, open Export data:

  1. Choose the Export type:
    • Progress: "Monitor campaign completion" (who has answered, status per participant);
    • Answers: "Focus on responses and insights" (the content of the answers).
  2. Choose All campaigns or Selected campaigns.
  3. File format: XLSX.
  4. Confirm.

Feedback and Team Survey campaigns also offer Export to .xlsx. Team Survey keeps your last file available with Download the last export (a message warns you if "The last export did not finish").

Permissions: Interview: people who can edit the campaign (owner, co-pilots, scoped admins for their perimeter, admins). Feedback and Team Survey: anyone who can see the campaign, including team survey pilots.

Interview and Feedback answers (PDF)

On an answered interview or feedback, Download pdf offers PDF only Q&A or PDF with synthesis (with the AI synthesis when one exists). The PDF follows the language selected for the interview.

Skills

  • Company matrix: Export PDF and Export Excel (managers and above, limited to the people they can see).
  • Skills cycles: Export to .xlsx from the cycle, for people who can see the cycle.

Work Time

  • Export history from the planning (Manager creators and above).
  • Export balance history for leave balances.
  • An export covers one year at most ("Export range cannot exceed one year.").

Learn

  • Training plans analytics: Export to PDF and Export to Excel (admins only).
  • Print Evaluation (PDF) for an evaluation.
  • Download certificate for a completed training (certificates can be generated in English or French).

Client survey

  • Export surveys (XLSX) and Export feedback (CSV) (Manager creators and above).

SWP (workforce planning)

  • Export workforce planning: all plans (admins).
  • Export members: the members of one plan (managers and above, for plans they can see).

People

  • Export all members on People › Members (more options menu, three dots) downloads the list of members with their profile information. Admins and scoped admins can use it (scoped admins for the members of their scope). When member data is synchronised from an HRIS, it becomes the main button of the page. See Members directory.

HR sync reports

If your company synchronises members through the API, each daily run produces a report you can download from the Company developer area. See Integrations and HR data sync.

Good practices

  • Exports contain personal data. Store them in a secure place and delete them when you no longer need them.
  • Only share answer exports with people who are entitled to read those answers (for example, not the whole management chain for confidential feedback).
  • For recurring reporting, prefer the dashboards available in each module and export only when needed.

Common questions

I clicked export but nothing downloaded.

Wait a few seconds with the tab open. If your browser blocked the download, use the Download button in the Your export is ready ! message. If the message never appears, reload the page and try again.

Did I receive the export by email?

No. Exports are delivered in the browser only.

I don't see the export button on a campaign.

You need to be allowed to manage (Interview) or see (Feedback, Team Survey) that campaign. Ask the campaign owner to add you as co-pilot, or ask an admin.

Can I choose which columns are exported?

No. Each export has a fixed layout. Filter or rework the Excel file after download.

Still stuck?

Our team answers every question. Tell us what you are trying to do and we'll walk you through it. Contact support