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Exporting Agent Data

Before You Begin

  • You need access to the Bulk Edit section. Exporting does not submit a change and does not require Change Management approval.

Step-by-Step Instructions

Export all agents

  1. Apply any filters you need to narrow the list. See Filtering Agents.
  2. Click Export All in the top-right corner of the page header.

Export selected agents

  1. Apply any filters you need to narrow the list.
  2. Check the box next to each agent you want to export. The Bulk Actions toolbar appears above the table.
  3. Click Export Selected in the toolbar.

The file downloads as a spreadsheet you can open in Microsoft Excel or a similar application.

Info: When you export a selection, all checked agents are included regardless of which filter is currently active.