Managing users in TINYpulse is easy, but there are times where it is useful to export all of that info out into Excel. And guess what? That is easy too!
If you are wondering why it is 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 have been with TINYpulse for a while and have not added any of the new user data to TINYpulse like start date, manager, position, and more, now is 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 do not have to go through each employee one by one in TINYpulse.
Do a quality check
Is your user management housekeeping a bit lacking? Do not 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 is 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 have 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 will 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.
Head over to Data and Insights -> Exports to download the file.
The file will now be downloaded to your computer and is also available to all other TINYpulse Super Admins and Admins at your organization if they choose to download it from the Exports list.