How to Export Grid on the Users Page

What is the Export Grid:

The Export Grid function provides the user with the ability to extract a data file that contains a snapshot of the data which is contained on that data grid.

 

How to Export the Users Grid:

Navigate to Admin then View Users:

       

Note: If you do not have access as an Administrator or Organization User, you will not be able to access the above links.

On the Users page, click on the Actions drop-down button and click on the `Export Grid`.

Note: By using either of the `Search` or `Company` text boxes and/or enabling the `Include Disabled` option, the export will then be adjusted to show just the filtered data.

 

Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention as Users_*date*.csv.

The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. Checking on the exported file, the following data or fields include:

• ID

• Username

• CompanyName

• FirstName

• Surname

• Email

• Roles

• Status

Example:

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