Export your People Log data to CSV for deeper analysis, sharing with stakeholders, or integration with other systems. The export includes all visible user data plus detailed completion information.

The People Log export creates a CSV file containing:

• User profile information

• Team and manager details

• Completion statistics

• Content-specific completion dates (when filtering by specific content)

• Custom field values

This gives you flexibility to analyse the data in spreadsheet applications, create custom reports, or import into other business systems.

To export People Log data, you need one of these roles:

• Owner – Can export all user data

• Admin – Can export all user data

• HR – Can export all user data

• Reporter – Can export all user data

• Manager – Can export data for direct and indirect reports only

Apply any filters you need to narrow down the data you want to export. The export will include only the users currently shown in your filtered view.

Click Actions in the toolbar, then select Export CSV.

For smaller datasets, the download begins immediately. For larger exports:

1. The export processes in the background

2. You'll see a notification when it's ready

3. Click the notification to download your file

💡 Tip: You can continue working while the export processes. You'll be notified when it's complete.

The CSV file downloads to your default downloads folder. Open it in your preferred spreadsheet application (Excel, Google Sheets, Numbers, etc.).

Every People Log export includes these columns:

These columns appear based on your organisation's settings:

When you filter by specific content items, the export includes a completion date column for each selected item:

• Format: [Content Name] (completed at)

• Value: The date and time the user completed that specific item, or blank if not completed

1. Open Excel

2. Go to File > Open

3. Select your downloaded CSV file

4. Excel will automatically parse the columns

💡 Tip: If dates appear incorrectly, use Excel's Text to Columns feature to reformat them.

1. Go to Google Sheets

2. Click File > Import

3. Upload your CSV file

4. Select Replace spreadsheet or Insert new sheet

Completion Rate Analysis:

• Use pivot tables to group by team and calculate average completion rates

• Create charts showing completion trends over time

Compliance Tracking:

• Filter for users with completion percentage below 100%

• Identify overdue completions using date columns

Manager Reporting:

• Group by the 'managed_by' column to see team performance

• Share filtered views with individual managers

• Apply filters to get only the data you need – smaller exports are faster

• Check your view shows the expected users before exporting

• Consider the sensitivity of the data you're exporting

• Store exported files securely – they contain personal data

• Delete old exports when no longer needed

• Follow your organisation's data protection policies

For exports with thousands of users:

• Expect background processing – you'll be notified when ready

• Consider breaking into smaller chunks using filters

• Allow extra time during peak usage periods

Q: How long does an export take?
A: Small exports (under 500 users) typically complete in seconds. Larger exports may take several minutes and process in the background.

Q: Can I schedule automatic exports?
A: Automatic CSV exports aren't currently available. For regular reporting needs, save your filter configuration as a report for quick re-running.

Q: Why are some columns blank?
A: Blank values indicate the data isn't available for that user (e.g., no manager assigned, no custom field value set).

Q: Can I export to Excel format directly?
A: Exports are in CSV format, which Excel opens natively. You can then save as an Excel file (.xlsx) if needed.

Q: What character encoding is used?
A: Exports use UTF-8 encoding, which supports international characters.

Last Reviewed: November 2025