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:
Which plans include this feature?
Legacy: Soho*, Pro*, Plus*, Enterprise*, Flex*
New: Starter*, Growth*, Managed | Learn more about our new plans or how to change your plan.
*Limits on the number of Staff Accounts apply.
Where can I find this feature using the top menu?
Manage > User Accounts > Staff Accounts
What prerequisites are there?
Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new, or both?
- The Staff Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Exporting Staff AccountsBack to top
Start the export process from the icon at the top-right of the page.
The Export modal allows you to choose your preferences for file exports.
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.
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
The report can be saved to My Computer, Email, or Google Drive.
Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage.
Learn more about exporting to Google Drive here:
Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).
Limit the maximum number of rows to Export (Max Rows) or Export All Rows.
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).