Who is this article for?

Administrators that wishes to export various data within the system.

Administrator or Module Specific Permission is required depending on the where the data is located.

You can export various types of data from the system, including user information, locations, news articles, manuals, policies, training programs, form submissions, activity logs, and reports.

Exporting user management data

To export user data:

1. Go to Admin.
2. Select User Management.
3. Click the ellipsis (⋯) on the same row as the Create New User button.
4. Select Export Users.
   
5. Choose whether to include archived users.
6. Click Confirm.
   

Depending on the amount of data being exported, the export file will either download automatically or be sent to your email address.

Exporting location management data

To export location data:

1. Go to Admin.
2. Select Location Management.
3. Click the ellipsis (⋯) on the same row as the Create New Location button.
4. Select Export Locations.
   
5. Choose whether to include archived locations.
6. Click Confirm.
   

Depending on the amount of data being exported, the export file will either download automatically or be sent to your email address.

Exporting news articles

To export news articles:

1. Go to News.
2. Select the news articles you wish to export using the checkbox beside each article.
3. Open the Bulk Actions menu.
4. Select Export.
   

Note: To select all articles, use the top-most checkbox. The Bulk Actions menu becomes available once one or more articles are selected.

Depending on the number of selected articles, the system may display a confirmation message showing the amount of data to be exported. The export file will either download automatically or be sent to your email address.

Exporting manuals

Note: Bulk export is not currently supported for manuals.

To export a manual:

1. Go to the Work module.
2. Select the manual you want to export.
3. Click View.
   
4. Click the Export icon (print icon) on the right side of the Table of Contents.
   
5. Choose whether to include attachments such as PDFs and other documents.
6. Proceed with the export.
   

Important: PDF files and other supported document attachments can be included in the export. Video attachments are not exported as separate files. Instead, the exported document will contain a reference to the video name.

Exporting policies

To export policies:

1. Go to the Work module.
2. Click the ellipsis (⋯) beside the Create Manual button.
3. Select All Policies.
   
4. Select the policies you want to export.
5. Open the Bulk Actions menu.
6. Select Export.
   
7. Choose whether to include attachments such as PDFs and other documents.
8. Proceed with the export.

Note: To select all policies, use the top-most checkbox. The Bulk Actions menu becomes available once one or more policies are selected.

Important: PDF files and other supported document attachments can be included in the export. Video attachments are not exported as separate files. Instead, the exported document will contain a reference to the video name. Depending on the amount of data being exported, the export file will either download automatically or be sent to your email address.

Exporting file manager data

To export file manager data:

1. Go to the Work module.
2. Click the Folder icon beside the Create Manual button.
   
3. Right-click the Home folder in the navigation panel.
4. Select Download Folder.
   

The download will begin automatically.

Note: Download duration depends on the amount of data stored in the File Manager.

Exporting training programs

Note: Bulk export is not currently supported for training programs.

To export a training program:

1. Go to Learn.
2. Select Programs.
3. Locate the program you want to export.
4. In the Actions column, click the ellipsis (⋯) for the selected program.
5. Select Download Program.
   
6. Choose whether to include answers to questions contained within the program.
7. Proceed with the export.

Important: SCORM packages and video files are not downloaded as separate files. References to these items are added as attachment comments within the exported PDF.

Exporting form submissions

To export form submissions:

1. Go to the Forms module.
2. Select the form submissions you want to export.
3. Open the Bulk Actions menu.
4. Select Export.
   
5. Choose the information you want to include in the export.
6. Proceed with the export.
   

Note: To select all submissions, use the top-most checkbox. The Bulk Actions menu becomes available once one or more submissions are selected.

Exporting activity logs

To export activity logs:

1. Go to the Connect module.
2. In the Activity Log, click the ellipsis (⋯) beside the Filter button.
3. Select Export.
   
4. Configure the desired date range.
5. Click Export.
   

Depending on the amount of data being exported, the export file will either download automatically or be sent to your email address.

Exporting reports and charts

The following reporting areas support export:

• Policy Compliance
• Training Completions
• Location Audits
• Surveys
• Performance Reviews
• News Readability
• Secret Shopper
• Customer Feedback
• Onboarding

To export a chart:

1. Open the report containing the chart.
2. Click the menu icon (☰) in the upper-right corner of the chart.
3. Select your preferred export format.
   

To export a report:

1. Open the desired report.
2. Go to the Report section within the report window.
3. Click the top-most ellipsis (⋯) in the report window.
4. Select Export.
   
5. Follow the prompts to complete the export.

Depending on the report size, the export file may either download automatically or be delivered via email.