Managing users in TINYpulse is easy, but there are times where it's useful to export all of that info out into Excel. And guess what? That's easy too!
If you're wondering why it's beneficial to export your TINYpulse employee "People" list to Excel, here are a few examples to get you thinking.
Add additional user info
If you've been with TINYpulse for a while and haven't added any of the new user data to TINYpulse like start date, manager, position, and more, now's a good time to start! Just export your user list and you can more efficiently enter the missing data to Excel. Then you can send us an email at firstname.lastname@example.org and we can help you upload it so you don't have to go through each employee one by one in TINYpulse.
Do a quality check
Is your user management housekeeping a bit lacking? Don't worry, it happens to the best of us. All user information such as status (activated / deactivated), name, segment, and filters are available in TINYpulse. But sometimes it's a bit easier to export this data to Excel where you can also send it to folks for a sanity check, like to your HR team, who may not be TINYpulse administrators.
Update / audit your segments and filters
If you've been TINYpulsing for a while, you probably have a better feel for how you want to view your data now than you you did when you started. And this new knowledge might require restructuring your segments and filters. Just export your current user list, update the segments and filters in Excel, and we can help you implement the new solution. Again, just send us an email at email@example.com or reach out to your customer success manager and we'll talk you through it.
Export user list
Exporting your current user data only takes a few seconds. Note that you must be an administrator in TINYpulse in order to export this information.
- Log in to TINYpulse and go to Users and Settings.
- From the main People list, click Export List in the upper right.
- Select the statuses you want to export or click them all to export every TINYpulse user that has ever been entered into your system.
- Click Export.
- Head over to Exports to download the file.
The file will now be downloaded to your computer and is also available to all other TINYpulse admins at your organization if they choose to download it from the Exports list.