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¶
- Apply any filters you need to narrow the list. See Filtering Agents.
- Click Export All in the top-right corner of the page header.
Export selected agents¶
- Apply any filters you need to narrow the list.
- Check the box next to each agent you want to export. The Bulk Actions toolbar appears above the table.
- 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.