Exporting Your Location and Usage Data

In the Settings module, Administrators can export all of your location data and the license, user, and usage data for each location. This data can be downloaded in the following file types: .csv, .xlsx (Microsoft Excel).

Exporting Location and Usage Data

In your Settings module, click the ellipses icon () in the top right, and then click the "Export Location Data" option. Once clicked, you'll be able to export the following data points for each location:

• Location Name
• Address
• Number of state licenses
• Number of state licenses (expired)
• Number of state licenses (expiring in 90 days)
• Number of state licenses (expiring in 180 days)
  
• Number of non-state licenses
  
• Number of non-state licenses (expired)
  
• Number of non-state licenses (expiring in 90 days)
  
• Number of non-state licenses (expiring in 180 days)
  
• Status
  
• Number of managers
  
• Manager Names
  
• Number of employees
  
• Employee Names
• Number of audits
• Number of audits (pending)
• Number of audits (in review)
  
• Number of audits (finalized)
  
• Finalize date of most recently finalized audit
  
• Finalize date of last completed “Full” audit
  
• Number of Action Items
  
• Number of Action Items (resolved)
  
• Number of Action Items (unresolved)
  
• Number of Action Items (in review)
  
• Number of pending SOP assignments
  
• Date created

There are a few ways to customize your export:

• File Format: Options include .csv and .xlsx (Microsoft Excel).
• File Name: Type in a desired file name. Upon generating your report, the date and time of your export will be appended to your file name (e.g. if your file name is "My Data", it will export as "My Data-2020-08-05 12-21-47").
• Add to Smart Cabinet: Add your file to Smart Cabinet (can be accessed via Documents > "Manage Documents").
• Customize Fields: By default, all data points will be included in your export, but you can choose the data points you'd like to include or exclude from your export. Each data point will be a column within your spreadsheet.

Upon clicking the "Export" button in the modal, the system will begin generating a CSV file of your license data. When it's ready for download, you will receive an email notification with a link to download the file, and also a Notification in Simplifya where you can also download the file.