Export Learner or Support Plan Records
You can export learner records to a CSV file for reporting purposes.
To export learner records:
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Select the Learners or Support Plans tab in Fund Manager.
- Use the Condition Builder to display the required learner or support plan records.
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Select the records you want to export in the relevant grid.
You can select multiple records using Shift-click (for a series of records), Ctrl-click (for individual records), or Ctrl+A (for all records).
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Click the Export button on the Support Manager ribbon, and then select one of the following:
- Selected - exports only the selected learner data
- All - exports all the learner data in the grid
The Select destination for the output file window is displayed.
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Select the target folder and enter a file name for the output file in the window that is displayed, then click the Save button.
A file is then exported to the target destination.