Exporting summaries
Pull Forest scores, domain breakdowns, and recommendations into shareable summaries for stakeholders.
Last updated June 1, 2026
Most of your audience will never log into Forest. They want a summary they can read in a meeting or forward to a peer. Exporting lets you take what is on your dashboard and turn it into a self-contained artifact.
A good summary carries three things: the result, the reasoning, and the next step. Forest supports all three because every figure is traceable back to the assessment that produced it.
What a strong summary contains
Headline result. Forest Score and Org Score, with the date of the assessment they reflect.
Domain view. Scores across the twelve CAMP domains so a reader sees where attention is concentrated.
Priorities and recommendations. The ranked capability gaps and the deterministic recommendations tied to them.
Peer context. Where your performance sits relative to the peer average, stated as a comparison.
Keep it honest and dated
A summary is a snapshot. Always stamp it with the assessment date so no one acts on stale numbers. When you re-run an assessment, the export reflects the new inputs, and the difference between two dated summaries becomes your progress story.
Do not strip the reasoning out to make a summary shorter. The value of a Forest output is that a score points to the capabilities behind it. A number with no traceable basis invites the wrong questions.
For turning these exports into a board narrative, see Board reports. To compare summaries across time, see Tracking progress over time.