Exporting employee spend data
Galina Grkovikj avatar
Written by Galina Grkovikj
Updated over a week ago

You need to have Admin rights to export request history data.

How do I export employee spend data?

  1. Go to Admin > People

  2. Click on the green "Manage learners" menu and then the "Export table (CSV)" button

  3. When the file is ready, a popup will appear, simply click the "Download CSV" button to access it

What data in included in the export?

The data is updated once every 24 hours, at 05:00 GMT, so may not reflect the most recent changes from the current day.

If your organisation is using Personal Learning Budgets

The CSV export will contain a list of all active users in your organisation with their:

  • location

  • group(s)

  • allocated PLB

  • spend

  • budget utilisation (calculated as the spend divided by their allocated PLB)

If your organisation is using Shared Pots

The CSV export will contain a list of all active users in your organisation with their:

  • location

  • group(s)

  • assigned Pot

  • spend

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