Exporting Your User Population

Exporting your learner population allows you to review, analyze, or maintain your users outside of the Learning Portal. You can export all users or only a filtered subset and choose which fields to include in your export.

Overview

You can export a list of all learners in your institution from the User Management page. Exports can be downloaded as either a CSV or Excel (XLS) file and may include standard user information as well as additional fields that you choose during the export process.

Common reasons to export your users include:

Reviewing your learner population
Auditing user accounts
Analyzing data in Excel or another reporting tool
Preparing information for bulk updates

Before You Begin

You must have Training Administrator permissions.
Large exports are processed in the background.
You’ll receive an email when your export is ready to download.

Tip: If you only need specific learners, apply filters before exporting instead of exporting your entire user population.

Export Your User Population

Step 1: Open User Management

From the left navigation menu, click User Management.

Open User Management

Step 2: Select Your Users

Click the checkbox in the header row to select all users currently displayed.

Select users

If your institution has more users than are displayed on the current page, click Select All at the bottom of the page to select your entire learner population.

Select all users

Step 3: Choose the Export Option

Click Choose Action.

Choose action

Select either:

Export as CSV
Export as XLS

Export options

Step 4: Select the Fields to Include

Choose the information you would like included in your export. For example, you can include user names, email addresses, branch information, account status, and other available fields.

Select export fields

Step 5: Generate the Export

Click Export CSV File (or the equivalent export button for your selected file type).

Export file

Download Your Export

Large exports are processed in the background. When your export has finished processing, you’ll receive an email with instructions for downloading your file.

Important Notes

CSV files are recommended if you plan to analyze or manipulate the data in Excel or another reporting tool.
You can export only filtered users by applying filters before selecting users.
Your export will only contain the fields selected during the export process.

Frequently Asked Questions

Why didn’t my export download immediately?

Large exports are generated in the background. You’ll receive an email once the export is complete.

Can I export only certain users?

Yes. Apply the appropriate filters in User Management before selecting users and exporting.

What information can I include in the export?

You can choose which available user fields are included before generating the export.

User Management

Exporting Your User Population