Kendis provides a dedicated export function for every critical planning component, allowing you to instantly generate reports for strategic oversight, analysis, and stakeholder communication. This guide details how to export reports for every PI planning element.
How to Access and Export Your Data
All data exports in Kendis follow a sequential, two-part process. You first access the specific data module, then trigger the export function, which is located either on the page itself or within the Settings menu.
Ensure you have the current PI's Program Board open.
Open the Planning Menu: Click the "More" button at the top right corner to open the main Planning Menu.
Select the Data Module: Click on the specific item you need to export (e.g., "Risk Register" or "Team Capacity"). This opens the dedicated tracking page.
Locate Export Function: Once the dedicated page loads, find the export function:
Direct Export: Look for the dedicated Download/Export icon (the quickest way) in the top control bar of the page. If visible, click this icon to select your file format immediately. If not, proceed to the Settings step.
Via Settings: Click the Settings modal (gear icon) and select the Export option from the list.
Select Format and Download: Choose your preferred file format (CSV, Excel, or PDF) from the available list, and the download begins instantly.
Now that you are familiar with the standard export process, the following tables detail the specific reports available, categorized by their function and the unique data they provide.
I. Planning Ceremony & Alignment Reports
These reports capture the official goals, commitment scores, and organizational structure, providing the auditable record required for communication and governance.
Export Function | Data Summary | Export Format |
PI Objectives | Exports Business Value (BV) metrics, Key Results (KRs), and Completion %. Essential for documenting and reporting on realized value. | CSV, Excel, or PDF |
Confidence Vote Results | Alignment Score: Final commitment scores and the breakdown of votes by team. Used for compliance archiving and documenting PI commitment. | Excel (.xlsx) |
Program Roles | Organizational Governance: List of users assigned to Program-Level Roles (RTEs, Epic Owners) and Team-Level Roles (POs, SMs). Used for access and communication audits. | Excel (.xlsx) |
Planning Agenda | Event Schedule: Exports the entire PI Planning schedule, including all session times, locations, and descriptions. Ideal for external sharing with participants. | Excel (.xlsx) |
II. Execution Audit & Risk Control Reports
These tools are essential for auditing execution status, validating team capacity, and proactively managing risks and dependencies.
Export Function | Data Summary | Export Format |
Team Capacity | Resource Audit: Exports planned capacity and load at both the Program Level and the Individual User Level. Used for deep resource analysis in external tools. | Excel (.xlsx) |
Risk Register | Mitigation Plan: Exports ROAM status, Severity/Impact scores, target dates, and Linked Items. Used for offline risk review and creating contingency plans. | CSV or Excel (.xlsx) |
WSJF Viewer | Prioritization Audit: Full breakdown of the scoring components, including UBV, TC, RR/OE, Job Size, and the final WSJF score. | CSV or Excel (.xlsx) |
Planning SoS (Scrum of Scrums) | Synchronization Audit: Matrix of team synchronization questions and the responses provided by each team during the session. Essential for documenting and following up on internal team blockers. | Excel (.xlsx) |
III. Board Structure & Visual Reporting
These functions focus on comprehensive data archiving and capturing the board's visual state for presentations and deep-dive analysis.
Export Function | Data Summary (Why You Export This) | Export Format |
Program Board Data (Comprehensive) | Master Snapshot: Captures all work items, metrics, dependencies, and risks on the entire board into a single file. Used for complex pivot-table analysis in external BI tools. | CSV or Excel (.xlsx) |
Timeline View | Visual Schedule: Captures the entire visual timeline, including Feature Durations and Milestones. Perfect for high-level stakeholder presentations. | |
Smart Reports Dashboard | Executive Summary: Exports the entire dynamic dashboard view (Progress Update, Scope Changes, etc.) for quick distribution. | |
Analytics Charts | Visual Metrics: Downloads individual charts (e.g., BurnDown/BurnUp) as high-resolution files for inclusion in presentations. | PNG, JPEG, PDF, or SVG |
The ability to export data is fundamentally helpful because it provides data portability. These reports serve as the authoritative record of your PI, enabling you to present to leadership teams, meet audit compliance requirements, and run complex pivot-table analysis using external tools.