Exporting data into a download file

This guide will show the steps taken to export data into a download file

Exporting data

• Locate theamber coloured tab labelled Training Matrix in the top navigation bar.
• Hover over the label and drop-down menu will appear and selectTraining Matrix.
• Once the page has loaded a grey table will be displayed below the search bar showing all students within the platform and the courses they are highlighted as requiring.

  Notice: A traffic light system is used to understand a companies compliance level.

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  Compliant Within 90 days of non-compliance Non-compliant
  Non-compliant with content assigned Not required

• Beneath theblue Search box you will find a grey tab labelled Export, click it.

  Export

• This button will now display a drop-down menu box allowing you to filter the data going into your export file.

  Export

  This Page
  All pages

  CSV
  Excel

  Export

   Forename
   Surname
   Username
   Email
   Department
   Job Role
   Custom field 1
   Custom2
   Custom3
   Group
   Expiry Date

  Note: Options This Page and All Pages relate to the learners currently displayed.

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  Selecting This Page exports only the learners visible on the screen.
  Selecting All Pages exports data for all learners across the training matrix and the platform.

• Once you have selected the relevant information choose from a CSV or Excel file located in the same tab.
• Click the Export button.
  
  

  Export

• Once selected a red notification will appear below this drop-down stating File Created. Click to Download.
  
  

  File Created. Click to Download

• Your Training Matrix data has now been downloaded into either a CSV or Excel file.