Skip to main content

Exporting Partner Accounts

Export partner account data to analyze, share, or archive partner information.

Learn how to export partner accounts.

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

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about Staff and Customer accounts

Looking for information on Staff or Customer accounts? Check out the following articles:

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Manage > User Accounts > Partner Accounts
     

What more do I need to use this feature?

  • Admin permissions to manage User Accounts.
  • Our Android and iOS mobile apps do not support Partner Accounts. Partners must access accounts using their desktop or mobile browsers. 
     

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 Partner accounts

Back to top

Partner accounts tab showing a list of partner users with export option highlighted for downloading account data.

You can start the Export process from the icon at the top right of the page. 

 

Export dialog window with options to save user accounts in Excel format, choose columns, and include all rows.

The Export modal allows you to choose your export preferences for the file.

 

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 the report to My Computer, Email, or Google Drive.  

 

Callout icon of pencil indicating an important note.

Emailed exports

The system sends emailed exports as links to the files securely hosted in Google Cloud Storage.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about Google Drive

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

 

Columns

Choose 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. 

To choose which columns to display, you can access the Columns modal from the top-right of the Partner Account list.

 

Formatting

Use ISO Dates allows you to choose the format of dates within 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). 

 

 

< Reporting on Partner commissions  | 

 

 

Related to