Cognota allows you to export data across key areas of the platform as a CSV, giving you the flexibility to analyze, share, and report on your data outside of Cognota. Design exports also support additional formats including SCORM, xAPI, and PDF.
Exports are available from the following areas:
Dashboards
Projects
Requests
Tasks
Design
Budgets
Users
Projects
To export: select the checkboxes next to the projects you want to export, then click the Export button.
The export includes one row per project with the following key fields:
Project Number, Name, Status, Priority, Health, Owner
Learning Teams, Business Unit, Category, Process, Stage
Start Date, Target Completion Date, Actual Completion Date
Tasks Estimated Hours, Tasks Actual Hours
Allocated Budget, Estimated Cost
Linked Request IDs, Program Names, Linked Goals
Any custom fields configured for your account
Tip: Use the Tasks Actual Hours column to review total time logged per project. For a breakdown by team member, export from Project > Tasks instead.
Tasks
To export: open a project, go to the Tasks tab, click the ⋯ menu, and select Export.
The export includes one row per task with the following key fields:
Task Number, Name, Status, Type
Project, Programs, Assignees
Start Date, Due Date
Demand (Estimated) Hours, Allocated Hours, Actual Hours
Note: If a task has multiple assignees, the export will show total hours per task rather than hours per individual. To see time logged by a specific team member, filter by their name in the Assignees column.
Requests
To export: select the checkboxes next to the requests you want to export, click More Actions, and select Export Requests.
The export includes one row per request with the following key fields:
Request Number, Title, Status, Type, Priority
Requester Name, Request Owner, Business Unit, Form Used
Creation Date, Submission Date, Decision Date, Last Update
Estimated Cost, Estimated Effort, Linked Projects
Form responses (exported as Question 1 through Question N, corresponding to the questions on the form used)
Budgets
To export: open a budget, click More Actions, and select Export Data.
The export includes one row per budget line item with the following key fields:
Description, Team, Program, Project
Budget Source, Vendor, Fiscal Year amount
Notes
Users
To export: select the checkboxes next to the users you want to export, click More Actions, and select Export Users.
The export includes one row per user with the following key fields:
User Name, Email, User Type, Admin status
Team, Job Title, Employment Type, Location
Hourly Rate, Account Status
Dashboards
To export: click into the drill-through of an insight card, then select Export Data.
Each card can also be exported as a PDF as it appears on screen from the card's ⋯ menu.
Drill-through export fields vary by insight card category:
Projects
Project Number, Name, Status, Priority, Health, Owner
Business Units, Category, Programs, Process, Stage
Start Date, Target Completion Date, Actual Completion Date
Total Demand Hours, Resourcing Type
Tasks
Task Number, Name, Status, Type
Project, Programs, Assignees
Start Date, Due Date
Demand (Estimated) Hours, Allocated Hours, Actual Hours
Requests
Request Number, Title, Status, Type, Priority
Requester Name, Request Owner, Business Unit, Form Used
Creation Date, Submission Date, Decision Date, Last Update
Linked Projects
Capacity Management
Name, User Type
Task Number, Title, Status, Type
Allocated Hours, Actual Hours
Project Title, Business Units, Programs, Project Teams, User Teams
Users
Name, Email, Type, Role, Job Title, Job Functions, Skills
Learning Teams, Default Capacity Hours, Capacity Hours
Allocated Hours, Actual Hours, Available Hours, Scheduled Hours, Time Off
Created At, Last Login Date