Exporting a Quarterly Report
How to export a quarterly report for your team to review during a quarterly or annual meeting.
Written by Tommy Mains
Updated at May 8th, 2025
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Account Options and Troubleshooting
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Integrations
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Using Ninety with EOS
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Insights
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Scorecard
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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V/TO
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Accountability Chart
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1-on-1
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People and Toolbox
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Directory
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Mobile
Table of Contents
Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your:
- Scorecards (weekly, monthly, quarterly, and annual)
- Rocks
- V/TO®
- Traction©
- SWOT
- Long-term Issues
- Accountability Chart
How to Export a Quarterly Report
To create your team's quarterly report PDF:
- Click
V/TO® from the left navigation. - Choose a team from the Team dropdown.
- Click the chart icon (
) to generate the PDF. - Save the PDF or print it for your records.