Exporting Trainees

Coordinators are given the option to export trainees’ information. A trainees export is a CSV file that includes a list of trainees at the organization and, for each trainee, a high-level breakdown of total Activity Log hours across all training plans, their Access Pass expiration date, and other account information.

To export a CSV list of all trainees in your current organization, take the following steps:

1. On the main menu, click People then Trainees. 
2. On the Trainees page header, click Export Trainees. A dropdown list is displayed.
3. To generate a new export:
   1. In the Export Trainees list, click Generate New Export. A notification is shown confirming that the CSV is now being generated.
   2. Once generated successfully, you will be notified that the export is available for download.
4. To download an available export:
   1. In the Export Trainees list, click the desired CSV’s date.
   2. Depending on your system and browser, you may be prompted to accept or confirm the file.

A CSV export of your organization’s trainees is now downloaded to your device. Available exports can be downloaded again at any time, but their contents do not change and are only accurate up to the date they were generated. To capture and download the latest available information in the system, you must generate a new CSV export and then download it.