Exporting Onboarding Data

Exporting Onboarding Data

Exporting Onboarding Data

This guide details the process for exporting onboarding data from the portal. Keep in mind that your ability to export data is determined by your user permissions.

Exporting Onboardings Displayed in the Table

To export specific onboardings shown in the table, apply the filter options to narrow down your selection before proceeding with the export.

  1. Filter the Displayed Onboardings

  2. Adjust the Number of Onboardings Shown
    To include more onboardings into your export, scroll to the bottom of the table and click the highlighted button to increase the number of onboardings displayed. This ensures all visible data is included in the export.

  3. Export to Spreadsheet
    Once the table displays the desired information, click the Export Table button. All visible data will be exported to a spreadsheet format.


    Please note that the exported data will be the information displayed in the table, and not information contained in those onboardings (i.e. Entity Name, Entity Identifier, Entity Reference Code, Division, Status, Approval Status, Invited By, Invite Date, Invite Email Address, Onboarding Template, Last Accessed Date, Last Accessed Country). 

Exporting Detailed Onboarding Information

If you would like to export information contained in selected onboardings, you can do the following: 

  1. Select Onboardings

    • Click the checkboxes next to the desired entries in the table.

    • Note: To export all onboardings, click the checkbox at the top of the column to select all.

  2. Choose Export Format
    After making your selections, choose one of the following options:

    • Excel Export: Generates an Excel file containing the selected onboarding data.

    • PDF Export: Creates a PDF document with the selected onboarding details.


Important Notes:

  • Ensure you have the necessary permissions to access and export onboarding data.

  • If exporting a large number of onboardings, allow additional time for the file to generate.

  • Always verify that the exported data meets your needs before sharing or processing further.

For further assistance, contact your system administrator or support team [email protected] 


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