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*
Current: Growth (Subscription)*, Growth (Online Booking Fee), Managed
*Limits on the number of Staff accounts apply.
→ Learn more about our current plans or how to change your plan.
Where can I find this feature using the top menu?
Manage > User Accounts > Staff Accounts
What more do I need to use this feature?
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Admin permissions to manage User Accounts.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Exporting Staff Accounts
Back to topStart 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.
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
The report can be saved to My Computer, Email, or Google Drive.
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Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage. |
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Learn more about exporting to Google Drive here: |
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 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).