Export your LeaderKit data

You can download a copy of your LeaderKit data yourself, whenever your subscription is active. The file is a ZIP that downloads in your browser. It isn't emailed.

Who can export what

• The licence owner (the account holder) downloads the whole workspace from Settings → Export.
• Everyone else with a seat downloads their own data from My data in the sidebar. This covers the goals you own, goals in your stakeholder groups and the key actions you own, with their sub-tasks, projects, milestones and comments.

If you're planning to cancel, download your export first. Once you cancel, your workspace access ends. See "Billing, plans and cancelling".

Download your data

1. If you're the licence owner, go to Settings → Export. Otherwise, click My data in the sidebar.
2. Under Year, leave All years or choose a single year.
3. To leave comments out, tick Exclude comments.
4. Click Download ZIP. Your browser saves the file, usually to your Downloads folder.

On Settings → Export, the licence owner can see who last exported the workspace and when. On My data, you can see when you last exported your own data.

What's in the ZIP

• leaderkit.xlsx: an Excel workbook with one tab per area. Each row has an id, so you can link rows across tabs.
• csv: a folder with the same rows as CSV files.
• board-packs: one printable HTML file per board pack (licence owner's export only). Open a file in your browser, choose Print, then Save as PDF.
• README.txt: when the export was made, who made it, the filters used and what was left out.

The licence owner's export covers the whole workspace: your Roadmap and annual strategies, Planning, goals, key actions, sub-tasks, projects, milestones, comments, board packs with their recipients and view history, the people in the workspace, stakeholder groups, and a summary of linked Teams, the review meeting schedule and connected calendars.

Both kinds of export include a Needs attention tab, which uses the same rules as My Pulse: goals and key actions that are overdue or off track, and not complete.

What's left out

• passwords and sign-in details
• calendar and Teams connection details, and Teams link codes
• billing and payment details (download invoices from Settings → Billing)
• board pack passcodes and private links
• board pack overviews drafted by Ariki that haven't been reviewed, and Ariki credit balances and usage
• the LeaderKit resource library
• the contents of project files (you get the file names and links)

If your export doesn't download

• The export is too large. Each download can be up to about 6 MB. If yours is bigger, LeaderKit doesn't send part of it. Choose a single year, or tick Exclude comments, and try again.
• The workspace was exported in the last 5 minutes. Each workspace can be exported once every 5 minutes and up to 20 times a day, counting everyone's exports. Wait a few minutes and try again.