Data exports allow you to extract a wide range of information from the system, such as absence records, person data, and training history. These exports are useful for reporting, audits, or carrying out further analysis in tools like Excel.
If you need help building complex or bespoke exports, please contact your account manager or customer success manager. Support is unable to assist with the creation of custom exports due to the level of configuration involved. These requests may require consultancy support, which can be accessed using flex points.
Create a data export
To create a data export, follow these steps.
From the Admin Tool, click Import/export data.
Click Create an export definition.
Click Select the data to export.
From the Database drop-down menu, select the relevant database.
Click OK then select the fields to include in the export.
Alternatively, to add SQL code, click the SQL tab, then enter the relevant SQL code.
Select the relevant filter criteria, then click the Data tab.
Click Key Field at the top-left then select the relevant option.
Click OK then review the data.
Once you're happy with the data, in the Definition field, enter a name for the export.
Next to Export to file location, click Browse then choose where to save the export.
From the File Format drop-down menu, select the relevant option.
If required, select the Export column headers check box.
Click Next, then select the relevant options.
Click Next, then click Finish.
🤓 Tip: For more details on how to filter your data export, check our data export tips guide.
Data export webinar
To help you with your data exports, we've recorded a webinar on how to create a basic data export. Register and watch the webinar here.