Export

Export

Overview

The platform allows you to easily export CSV files for accounts, courses, groups, and more!

When exporting data, keep in mind that several terms vary based on platform, and are interchangeable in this article. 

Business platform
Academia platform
Course
Class
Module
Lesson
Instructor
Teacher
Learner
Student
Assessment
Assignment

Exporting accounts

As an administrator, you can export account information into a comma-separated value (CSV) file. 

To export account information:
  1. Click Admin from the primary navigation menu.
  2. Click Export from the fly-out menu.
  3. Click the Accounts tab. 
The fields that can be exported for accounts display.
  1. In the Values section, select a column number for each field/value you want to include in the export.
    1. For example, if you select 2 in the Column drop-down for the Roles value, the Role(s) for each user will be displayed in the second column of the export.
  2. Select a predefined filter, or create a new filter, to filter which accounts are included in the export.
  3. Select a Format for the export.
    1. Select between UTF-8 and UTF-16LE
  4. Click Export.
  5. You will receive a notification when the export has completed.
  6. Access the notification, and click the link in the notification to download the CSV file.
Info
Note that after clicking Export, the column and value mappings are persistent, and will be remembered the next time you access the Export Accounts page. This helps you save time if you frequently export CSV files with the same field structure.
Admin, Export, Accounts tab

Courses

You can quickly export course information to a CSV file. 
Info
Note that this does not export course content. If you would like to export course content, visit the Export courses article to learn more about exporting content using Common Cartridge Format (CCF). 
To export course information to a CSV file:  
  1. Click Admin from the primary navigation menu.
  2. Click Export from the fly-out menu.
  3. Click the Courses tab. 
  4. In the Values section, select a column number for each field/value you want to include in the export.
    1. For example, if you select 1 in the Column drop-down for the LMS ID value, the LMS ID of each course will be displayed in the first column of the export.
  5. Select a predefined filter, or create a new filter, to filter which courses are included in the export.
  6. Select a Format for the export.
    1. Select between UTF-8 and UTF-16LE
  7. Click Export.
  8. You will receive a notification when the export has completed.
  9. Access the notification, and click the link in the notification to download the CSV file.
Info
Note that after clicking Export, the column and value mappings are persistent, and will be remembered the next time you access the Export Courses page. This helps you save time if you frequently export CSV files with the same field structure.
Admin, Export, Courses tab

Groups

To export group information to a CSV file:  
  1. Click Admin from the primary navigation menu.
  2. Click Export from the fly-out menu.
  3. Click the Groups tab. 
  4. In the Values section, select a column number for each field/value you want to include in the export.
    1. For example, if you select 1 in the Column drop-down for the LMS ID value, the LMS ID of each course will be displayed in the first column of the export.
  5. Select a predefined filter, or create a new filter, to filter which groups are included in the export.
  6. Select a Format for the export.
    1. Select between UTF-8 and UTF-16LE
  7. Click Export.
  8. You will receive a notification when the export has completed.
  9. Access the notification, and click the link in the notification to download the CSV file.
Info
Note that after clicking Export, the column and value mappings are persistent, and will be remembered the next time you access the Export Groups page. This helps you save time if you frequently export CSV files with the same field structure.
Admin, Export, Groups tab

Job titles

To export job title information to a CSV file:  
  1. Click Admin from the primary navigation menu.
  2. Click Export from the fly-out menu.
  3. Click the Job titles tab. 
  4. In the Values section, select a column number for each field/value you want to include in the export.
    1. For example, if you select 1 in the Column drop-down for the Name value, the Name of each job title will be displayed in the first column of the export.
  5. Select a predefined filter, or create a new filter, to filter which job titles are included in the export.
  6. Select a Format for the export.
    1. Select between UTF-8 and UTF-16LE
  7. Click Export.
  8. You will receive a notification when the export has completed.
  9. Access the notification, and click the link in the notification to download the CSV file.
Info
Note that after clicking Export, the column and value mappings are persistent, and will be remembered the next time you access the Export Job titles page. This helps you save time if you frequently export CSV files with the same field structure.
Admin, Export, Job titles tab

Export filter

Filters can be used to filter information when exporting accounts, courses, groups, and job titles. This feature lets you focus on specific data, ensuring your export includes only relevant information. For example, you can create a filter that targets students in a particular course or organization for your export.

The filter section is available in each export tab. To add a filter:

  1. Click the first drop-down menu to choose a filtering attribute. The list of available items is specific for each export type.
    1. If you have predefined filters, you must click the Add  icon to add a new filter.
Admin, Export, Accounts tab, Filters section with the first filter drop-down menu active

  1. Click the second drop-down menu to select a condition.
    1. Filters can have different conditions, such as contains, equals, and in.
Admin, Export, Accounts tab, Filters section with the second filter drop-down menu active
  1. In the text box, enter the filtering term. 
Admin, Export, Accounts tab, Filters section with a filter of 'Name equals Meghan' created

You can refine your search by adding multiple filters: 
  1. To add another filter, click the Add Add icon icon.
  2. To cancel a filter click the Remove X icon. 
  3. Click the Save Save icon icon to save your filters for future use.
Admin, Export, Accounts tab, Filters section with three filters added

If you have previously saved filters, they are available in the predefined filter drop-down menu. To select a predefined filter:

  1. Click the Select a predefined filter... drop-down menu.
  2. Select a filter. 
Admin, Export, Accounts tab, Select a predefined filter menu active

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