Skip to main content

Lattice Data Exports and Data Retention Period

Emily
  • Updated

How to 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.

If you would like your account data to be immediately deleted upon contract cancellation, please contact us at customercare@lattice.com 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 > Explorer > Adoption > select a 1:1s data point.
  2. Under the 1:1s adoption graph, click Export CSV.

Export updates

Note: Update exports will not contain comments. 

Updates log

  1. Navigate to Admin > Updates > Updates log.
  2. Click Export CSV.

Updates adoption

  1. Navigate to Admin > Explorer > Adoption > select an Updates data point.
  2. Under the Updates adoption graph, click 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.

Related articles