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Exporting Staff Accounts

Export Staff Account data to analyze, share, or archive team information.

Learn how to export Staff Accounts.

New to Staff Accounts? Please read the first article in this series: Introduction to Staff Accounts.

Check out the following articles to learn more about Partner and Customer User Accounts:

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Manage > User Accounts > Staff Accounts
     

What more do I need to use this feature?

  • Admin permissions to manage User Accounts.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version (Inventory > Items) and our classic products version (Inventory > Products).  → Learn more about products

 

Exporting Staff Accounts

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The User Accounts page highlights the export accounts button used to download staff account information.

You can start the export process from the icon in the top-right corner of the page.

 

An export settings window shows options to save user accounts in Excel format with visible columns and all rows selected.

The Export modal lets you set your file export preferences.

 

Save As

Specify the name of the export file. By default, the file name includes the report's name plus the applicable date range. You can edit the file name by focusing on the Save as field and entering the desired name if needed.

 

Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).

 

Save To

You can save this report to My Computer, Email, or Google Drive.  

 

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Files are securely hosted

The system emails Exports as links to the files securely hosted in Google Cloud Storage.

 

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Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).

 

Max Rows

Limit the maximum number of rows to Export (Max Rows) or Export All Rows. 

 

Formatting

Use ISO Dates allows you to choose the date format in the Export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale). 

 

 

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