Exporting data

It's possible to freely export your data from AG5 in many places, which can be useful for building your own reports.

Data is exported in the .xlsx Excel format unless your report has over 100K items, in which case it will be in the .csv format.

Admin, super user or matrix access user accounts are required in order to be able to initiate exports.

Exports are possible from any page that has the 'Export' icon:

The 'Export' icon is dynamic, and will only appear in the top right corner of the following pages once data is present:

• Employees, skills, skill results, skill plannings, skill revocations, skill exemptions, skill requirements, personal requirements, prerequisite rules, the alert list, self assessment requests, skill result approvals, positions, groupings.

Clicking 'Export' will export predefined fields.

You may also conduct a custom export by clicking the 3 dots next to 'Export'. This allows for the individual selection of data fields. Take this example from the Alert List:

Exports from the alert list will generally download immediately, but it may end up taking longer if there is a lot of data.

When this is the case, you can find your export in the "Export History" once it is complete (Organization > Account management & History > Export History). All exports from the alert list also live here for a time.

Did your export not contain all the fields you were looking for? Try it again with the custom export, and make sure to check the required fields.

Questions? Please contact your customer success manager or [e-mail].