How do I export actions and meetings?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
One-to-Ones |
| Enables 1-to-1s and actions functionality |
Required Permissions:
Export Reports (
reporting.export) — to generate and download exports
What You Can Export
You can export your actions and 1-to-1 meetings to a CSV file. This is useful when you need to:
Analyse coaching activity outside the platform
Share a record with HR or another team
Build a custom report on action completion or meeting cadence
Keep an offline copy for audit purposes
Exports respect your reporting permissions, so you'll only see data for users in your reporting hierarchy.
Exporting Actions
Step 1 — Go to Actions & 1-to-1s > click 1-to-1 records & actions.
Step 2 — Click the Actions tab.
Step 3 — Apply any filters you want on the export (date range, status, assignee, action type).
Step 4 — Click Export and confirm.
evaluagent processes the export in the background. You'll get an in-app notification when it's ready, with a link to download the CSV.
Exporting 1-to-1 Meetings
Step 1 — Go to Actions & 1-to-1s > click 1-to-1 records & actions.
Step 2 — Click the Meetings tab.
Step 3 — Apply your filters (date range, status, facilitator, participant).
Step 4 — Click Export and confirm.
You'll get a notification when the file is ready to download.
Downloading the File
When the export finishes:
Click the link in the in-app notification, or
Go back to the actions or meetings list — the download is available from the export status indicator
The file downloads as a CSV.
What's in the CSV
The CSV contains one row per action or meeting, with columns covering:
The action or meeting reference
The participant and the facilitator or creator
Date created, due date, and completion or session date
Status
Description, topic and any notes
Linked plan (if any)
Tips
Filter before you export. A narrow date range or specific assignee gives you a more useful file than dumping everything at once.
Large exports take a few minutes. Don't refresh — you'll get a notification when it's ready.
If you need a recurring export, talk to your administrator about scheduled reporting options.