Download all user data in portal

Download all user data in portal


Intended Audience:  Admins, Managers

Summary

Download all your user settings and information, aka metadata, including custom user data, in comma-separated value (CSV) format. This download contains most of the data available from a user's profile.

Use a spreadsheet to view and filter all users based on criteria you create in the spreadsheet.


NotesNote: this downloadable CSV is different from the downloadable CSV about users, available from Users > Batch Upload. The two CSVs aren't interchangeable.

The two CSVs contain different data, and the batch upload CSV is designed to make batch uploads easy.

Set filters to download a subset of user data

Within the Users page, you can set filters to select a subset of users, and then export that subset to a CSV. For example you can select:

·        usertype learner only

·        users created after a specific date, aka most recent users

·        by membership type

·        by group

The following screenshot shows the filter available on Users. In this example the filter selects data for learners with enabled accounts, who belong to the Communications group.

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Access permissions to export user data

  1. All Admins can export all users and all their data in a portal

  1. Managers can export data for all the users they manage in groups.

The rule of thumb: if the manager can view the user's profile, then the manager has permissions to download the user's data.

If users belong to additional groups outside the manager's remit, the data related to those groups is not included in the manager's download.

The exported data for managers lists the date that users were created or invited, but doesn't include who created or invited them.

Export user data

1.     From main navigation, go to Users.

2.     Optional: set filters to select a subset of users in the portal.

3.     From the Actions menu, select Export to Excel. 

4.     From the dialog that appears, select the link to download the file.

The following screenshot shows the option for admins, in Actions.



  1. From the dialog that appears, select the link to download the file.