Skip to main content

Lattice Data Exports and Data Retention Period

A
Written by Adam Kroboth

Obtain mass data exports for the Lattice tools

You can export your data at any point during your Lattice subscription service period by following the instructions below.

Note: Upon subscription expiration, you will no longer have access to your Lattice data. Therefore ensure to download any necessary data reports prior to subscription expiration. See below for more information about Lattice's Data Retention policies.

Lattice Data Retention Period

Your Lattice account and all data stored in your account will be deleted automatically 180 days after contract expiration or termination. After such a point, any data you had previously stored in Lattice will be irrecoverable.

Note: For Lattice HRIS Customers, this rentention period does not apply. All data will be deleted on the 6th of August.

If you would like your account data to be immediately deleted upon contract cancellation, please contact us at [email protected] to make that request.

Before we complete a request to delete an account, we must verify the identity of the person making the request. Identity can be verified in the following ways:

  • An email from the admin from the company email address

  • A letter from the CEO on company letterhead

  • A picture of a Valid ID from the requestor

Export org chart

  1. Navigate to Admin > Organization > Directory.

  2. Click Export CSV.

Export reviews

Admins can export review responses on a cycle-by-cycle basis into CSV. Learn more in Review Cycle Exports.

Export 1:1s

1:1s log

  1. Navigate to Admin > 1:1s > 1:1s log.

  2. Click Export CSV.

1:1s individuals log

  1. Navigate to Admin > 1:1s > Individuals.

  2. Click Export CSV.

1:1s adoption

  1. Navigate to Admin > Charts > Adoption > select a 1:1s data point.

  2. Under the 1:1s adoption graph, select Export CSV.

Export updates

Updates Log

Note: The Update Log export will not contain comments.

  1. Navigate to Admin > Updates > Updates log.

  2. Select Download CSV > Updates Log.

Updates Responses Log

  1. Navigate to Admin > Updates > Updates log.

  2. Select Download CSV > Updates Responses Log.

Updates adoption

  1. Navigate to Admin > Charts > Adoption > select an Updates data point.

  2. Under the Updates adoption graph, select Export CSV.

Export goals

Goals Participation and Status

  1. Navigate to Goals > Participation or Status.

  2. Click Export CSV.

Goals list

  1. Navigate to the Goals page.

  2. Enter the desired Preset (Your goals, Direct reports, Organization, etc.).

  3. Click Export CSV.

Export feedback

Admins can customize the feedback export. Learn more in Export Feedback via a Custom CSV.

Export surveys

Admins can export engagement and pulse data on a survey-by-survey basis. Learn more in Engagement Survey CSV Exports and Export Pulse Survey Results.

Admins can export Onboarding and Exit survey results. Learn more in Onboarding and Exit Survey Exports.

Export Grow

Admins are able to download Growth Area reporting to a CSV export:

  1. Navigate to Admin > Grow > Grow Area Log.

  2. Select Download CSV.

  3. Choose which report to download:

    • Growth Area Report

    • Growth Area Updates Log

    • Growth Area Actions Log

Learn more about each report in Growth Area exports.

Admins are also able to download Career Vision reporting to a CSV export:

  1. Navigate to Admin > Grow > Career Vision Log.

  2. Select Download CSV.

  3. Choose which report to download:

    • Career Vision Log

    • Career Vision Comments Log

Learn more about each report in the Career Vision Log.

Related Articles
Did this answer your question?