Exporting Team and Team Member Reports

To export a team report as a PDF, select PDF Report from the Export Report drop-down list on the right side of the report's page. For the Team Grid report, you can also select Report as Spreadsheet to download it as an Excel file. To export your team members' CliftonStrengths in a single Excel file, select Strengths Spreadsheet.

Export Report drop-down list

Batch Team Reports

1. Click Export Options on the upper-right corner of the page.

   
   Export Options

2. Click Search by Team on the Export CliftonStrengths Reports page.

   
   Export CliftonStrengths Reports page

3. Use the Select Report Type and Select Language drop-down lists to select the report you want to export and its language, respectively. Then click Next.

   Note: If you select the Team Grid report, you can choose which strengths to highlight.

   
   Select Report step

4. Select the teams whose reports you want to export (25 maximum), and whether to include the Team Owner(s). Then click Next.

   Note: If you selected an individual report (e.g., Theme Sequence Report) to export, your export will include only reports for individuals with access to the selected report.

   
   Select Teams step

5. Type a name for your export in the available field, and then click Start Export.

   
   Review step

6. You will receive an email when your reports are ready for download. If you want to export additional reports using the same teams you selected, click Export More Reports for Same Team(s). Otherwise, click Back to Export Menu or Return to CliftonStrengths.

Batch Team Members' Reports

1. Click Export Options on the upper-right corner of the page.

   
   Export Options button

2. Click Search by Individual on the Export CliftonStrengths Reports page.

   
   Export CliftonStrengths Reports page

3. Use the Select Report Type and Select Language drop-down lists to select the report you want to export and its language, respectively. Then click Next.

   Note: If you select the Strengths in a Spreadsheet report type, you must also choose whether to export individuals' top five or all 34 strengths.

   
   Select Report step

4. Select how you want to search for individuals (e.g., by email address, name, external ID, or access code) from the Search By drop-down list.

   
   Search step

5. In the Values field, type or paste the corresponding values of the individuals, and then click Next.

   Note: Ensure that each value exists on a separate line in the Values field (i.e., separate each value with a carriage return or pressing the Enter key).

6. Select the individuals whose reports you want to export, and then click Next.

   
   Select Individuals step

7. Type a name for your export in the available field, and then click Start Export.

   Note: If you want to include additional individuals' reports in your export, click Add More Users.

   
   Review step

8. You will receive an email when your reports are ready for download. If you want to export additional reports using the same individuals you selected, click Export More Reports for Same Individuals. Otherwise, click Back to Export Menu or Return to CliftonStrengths.

Accessing Past Batch Exports

1. Click Export Options on the upper-right corner of the page.

   
   Export Options

2. Click Export History on the Export CliftonStrengths Reports page.

   
   Export CliftonStrengths Reports page

3. The Export History page lists your past exports and indicates a status for each one. For an export with a status of Success, click its corresponding More Options menu (⁝) to choose from the following:

   Download Report
   Download the export.

   Export more reports for these users
   Create a new batch export using the same set of individuals.

   Note: If you select to create a new export using the same set of individuals, you can choose to add or remove individuals from the selected set.

   
   Export History page