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Exporting data to CSV

UpdatingThe screenshots.Portal can export a number of different tables to a CSV file, which you can open in Excel or another spreadsheet program.

You can export the following tables:

  • Training Insights (session data)
  • Trainees
  • Training Programs
  • Divisions

How to export data

On the page you want to export, select Export CSV at the top-right of the table. The CSV file will download to your device.

The Export CSV button

Any filters you have applied to the table also apply to the export. If you want a complete export of all data, clear any filters first.

How to export session data from a date range

To export only the sessions from a particular date range, use the filters. Go to Training Insights, select the filter icon, then enter a From Date and To Date. Close the filter panel and select Export CSV.

366-export-buttonThe From Date and To Date filters on Training Insights

366-date-filterThe same approach works on any page that can be exported. For example, to export a list of every trainee whose training has expired, go to Trainees, apply the Training Status filter of Expired, then select Export CSV.

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