---
title: Export goals and targets data to Excel or CSV
description: Export the data of goals and targets from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/scenario-planning-in-spw/export-goals-and-targets-to-excel.html
release: australia
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Manage portfolio plan goals, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Export goals and targets data to Excel or CSV

Export the data of goals and targets from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

## Before you begin

Role required: sn\_apw\_advanced.spw\_goal\_user and sn\_align\_core.apw\_user

## Procedure

1.  Navigate to **Workspaces** > **Strategic Planning Workspace** > **Portfolio Planning**.

2.  From the list of portfolio plans, select one and then select **Goals**.

3.  From the Goals page, select **List** view.

4.  Verify that the columns you want to export are personalized.

    **Note:** If the filters are applied on the view, the filtered data is exported. Also, to differentiate between goal and target record in the exported file, select **Record type** in the personalized side panel.

5.  Use the Personalize side panel to export the data of your goals and targets.

    1.  Select Export icon \(\[Omitted image "icon-export-data.png"\] Alt text: Export icon.\).

    2.  From the **File type** drop-down on the Export window, select **Excel** or **CSV** to export the data to a Microsoft Excel or CSV file respectively.

        The data is exported into the selected file format. By default, the name of the file is **ABC\_goals\_and\_targets\_list** where ABC is the name of the portfolio plan you exported the data from.