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. So please make sure to download any necessary data reports prior to subscription expiration. See below for more information about Lattice's Data Retention policies.

Exporting Your Org Chart

Step 1: Navigate to your "Admin" panel

Step 2: Under the "People" tab, click into "Employees" from the dropdown menu

Step 3: Click on "Export CSV"

Exporting Your Review Data

You can export your review responses on a cycle-by-cycle basis. If you would like to receive a mass export of your review data, please reach out to the Customer Care Team at [email protected].

Exporting Your 1:1 Data

Step 1: Navigate to your "Admin" panel

Step 2: Under "1:1s", click on the "Auditing" tab in the dropdown menu

Step 3: Click on "Export CSV"

Exporting Your Updates Data

Step 1: Navigate to your "Admin" panel

Step 2: Under "Updates", click on the "Auditing" tab in the dropdown menu

Step 3: Click on "Export CSV"

Exporting Your Goals Data

Step 1: Navigate to your "Admin" panel

Step 2: Within the "Goals" tab, click into "Explore" from the dropdown menu

Step 3: Remove the "All Active" filter to encapsulate all goals created at your org

Step 4: Click on "Export CSV"

Exporting Your Feedback Data

Lattice now allows you to further customize the data exports within the feedback tool! You can now choose which user attributes you would like to include within these exports as needed.

Exporting Your Engagement/Pulse Data

You can export your engagement and pulse data on a survey-by-survey basis as well. For a more holistic and combined export, please reach out to the Customer Care Team at [email protected].

Lattice Data Retention Period

Your Lattice account and all data stored in your account will be deleted automatically 6 months after contract expiration or termination. After such point, any data you had previously stored in Lattice will be irrecoverable. If you would like for your account data to be immediately deleted upon contract cancellation, please contact us at [email protected] to make that request.

What's Next?

Did this answer your question?