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How to Export People Data and View Tasks When Export Isn’t Available

This article explains how to export certain types of data into a spreadsheet and alternative ways to view task data when export is not available.

Summary

  • People data (including next-of-kin details) can be exported via the People export in the Manage People area.
  • Task data cannot currently be exported to a spreadsheet; use dashboard views and Manage Tasks filters to view progress and overdue items.

Exporting People Data to a Spreadsheet

  • Where to go: Use the Manage People area of the application.
  • Action: Run a People export from the Manage People area to export employee and next-of-kin details into a spreadsheet.
  • Note: The Manage People area includes the controls you need to select people and start the export.

Working with Task Data (when export is not available)

  • Task export status: There is not currently a way to export tasks into spreadsheets.
  • Alternatives for viewing task status:
    • Dashboard: Use the dashboard to see overdue tasks for the current week.
    • Manage Tasks screen: Use the progress filters on the Manage Tasks screen to filter users by task progress.
  • Manual retrieval: If you need spreadsheet-format task data, you will need to manually retrieve the information from the dashboard or Manage Tasks views.

Quick Steps

  1. To export people data:
    • Open Manage People.
    • Use the People export function to generate the spreadsheet.
  2. To view task information without export:
    • Check the dashboard for overdue tasks for the week.
    • Open Manage Tasks and filter by progress to view who has or hasn’t completed tasks.

Troubleshooting and Tips

  • If you cannot locate the People export controls, look within the Manage People area for export-related buttons or options.
  • Use filtering in Manage Tasks to narrow results before manually copying data if you need to assemble a spreadsheet.

Conclusion You can export people and related details to a spreadsheet by using the People export in the Manage People area. Task data cannot be exported to spreadsheets; use the dashboard and Manage Tasks filters to view and manually collect task progress and overdue information.