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 — exportable from two places: the Project > Tasks tab (tasks within a single Project) or the Centralized Tasks tab (tasks across all Projects you have access to)
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.
Project > Tasks
To export: open a project, go to the Tasks tab, click More Actions, and select Export Tasks.
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.
Centralized Tasks
To export: go to the centralized Tasks tab, click More Actions, and select Export Tasks.
The export includes one row per task across all projects you have access to, with the following key fields:
Task ID, Number, Name, Type, Status, Enabled/Disabled
Start Date, Due Date, Completion Date
Estimated Hours, Actual Hours
Assignee Names, Assignee Emails, Description
Project Name, Number, Owner(s), Status, Priority, Archived flag
Project Start Date, Target Completion Date, Actual Completion Date, Launch Date
Project Privacy, Business Team(s), Learning Team(s), Program Title(s)
Note: Tasks belonging to completed or closed projects won't appear in the live centralized Tasks view, but they are included in this export. To pull all historical data, export the full list, then filter in the export itself as needed to get the data you require.
Designs
To export: open a design, click the Publish & Export icon in the top toolbar. Choose one of five export types from the left panel: Link, SCORM, xAPI, PDF, or Data.
Requests
To export: select the checkboxes next to the requests you want to export, click More Actions, and choose one of two options:
Export Legacy Requests — exports the selected requests that were submitted through Legacy Forms, as a single CSV. This option stays disabled until at least one Legacy request is selected.
Export by Form — exports requests grouped by the form they were submitted through, as a ZIP file containing one CSV per form. This is the only export option that includes requests submitted through Dynamic Forms.
Note: Requests submitted via Dynamic Forms can only be exported using Export by Form — they won't appear in an Export Legacy Requests file, even if selected.
Export Legacy Requests includes one row per request with:
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)
Internal Fields
Export by Form includes one CSV per form. Each file contains:
Request Number, Title, Status, Type, Priority
Requester Name, Request Owner, Business Unit
Creation Date, Submission Date, Decision Date, Last Update
Linked Projects
For requests submitted through Legacy Forms: Estimated Cost and Estimated Effort also appear as system fields
For requests submitted through Dynamic Forms: Each question on the form appears as its own column, in the order it appears on the form. If a question was skipped due to conditional logic, or shown but left blank, that cell is blank
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
There are three levels of export on a dashboard, each with different format options:
Entire dashboard — PDF only (opened from the dashboard's ⋯ menu → Export PDF).
Individual card — PDF or CSV, from the card's ⋯ menu (Export PDF or Export Data).
Drill-through view — CSV only, via the Export Data button inside the drill-through modal (opened from the card's ⋯ menu → View Insight Data).
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