Archive - Export Profile Data

THIS ARTICLE HAS BEEN ARCHIVED AS OF SEPTEMBER 2019. THE INFORMATION CONTAINED WITHIN MAY NOT BE CURRENT. PLEASE CONTACT ENTEGY SUPPORT IF YOU REQUIRE ASSISTANCE.

 

The Core allows for user profile data to be exported in bulk via a .xlsx document. This feature is exceptionally useful for aiding in the creation and/or alteration of an extensive list of profiles by creating a pre-set document formatted to the designated specifications of the user, ready for data-entry and upload.

To begin exporting, simply navigate to the ProfilesExport Data & Reports from the Navigation Panel. 

From within this page you may alter a various set of options to tailor the information that will be presented on the .xlsx document you wish to be exported. There are a number of different fields which can be toggled via check-boxes. There are also a number of settings which can be altered to control which types of profiles will be shown, the way in which you want profiles to be ordered and a filter to allow only certain profiles created before and/or after a specified date or set thereof. Once you have specified your desired options and filters, simply click Export. This will create a populated .xlsx document for use in Microsoft Excel or similar spreadsheet software. Fields that do not contain information for profiles will be left blank.