Exporting People Data
You can easily export people data from our platform by creating advanced searches and queuing them for export.
To export people data:
- Sign into your Client Dashboard.
- Click on PEOPLE MANAGEMENT on the left.
- Click on ADVANCED SEARCHES.
- Click the green CREATE A NEW SEARCH button.
- Name your search and choose any of the options on the form. To create a search of all of your people data, leave all the fields blank.
- Click the blue SAVE SEARCH button.
- Once your search is saved click the blue BACK TO SEARCHES button.
- Next to your newly created search, click the blue EXPORT button. This will queue your search for exporting.
- Return to your Advanced Searches over the next 15-60 minutes and download click the orange DOWNLOAD button when it is clickable.
The download file will be a CSV file, which can be opened in Excel or any text editor.
Version 1.2 • Last Updated 11/8/2021 1:28:59 PM
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