Overview
The customer needed to download a list of users with top points from the Influitive platform. The issue was escalated due to concerns about data loss. The solution involved exporting user data from the Influitive Admin View by navigating to Members > Advocates and using the Actions button to select Export All. The customer was guided to customize columns and refine the data in spreadsheet software.
Information
Issue: Difficulty downloading a list of users with top points from the Influitive platform.
Resolution Steps:
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Access the Influitive Admin View:
- Navigate to the top menu and click on "Members > Advocates".
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Customize Data View:
- On the Advocates page, click the "Columns" button to select the specific data fields you want to include, such as Name, Email Address, Company, Points Accrued, and Date Joined.
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Export User Data:
- Click the "Actions" button on the right side of the screen.
- From the dropdown menu, select "Export All" to download a .CSV file containing the selected details for all advocates.
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Refine Data in Spreadsheet Software:
- Open the CSV file in Excel or Google Sheets.
- Use sorting and filtering tools to organize the data by points or any other criteria as needed.
Note: If additional fields are required that do not appear in the export, consider combining multiple exports or using the Activity Feed for more comprehensive data.
Frequently Asked Questions
- How do I export a list of users with specific data fields from Influitive?
- Navigate to the Influitive Admin View, go to Members > Advocates, click the "Actions" button, and select "Export All". Customize the columns to include the desired data fields before exporting.
- What should I do if I need additional data fields not included in the export?
- Use the "Columns" button to customize the data fields before exporting. If certain fields are still missing, consider using the Activity Feed export for more comprehensive data.
- How can I sort the exported data by points?
- Open the exported CSV file in Excel or Google Sheets and use the sorting feature to organize the data by the "Points Accrued" column.
- What if I encounter issues during the export process?
- Ensure you have selected the correct columns and export options. If issues persist, contact support with specific details of the problem for further assistance.
Priyanka Bhotika
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