Data Management
Export Issuer, Badge Class and Organizational Badge Award List
Admin Issuer
|
Location to Enable Feature
|
None
|
|
Permissions
|
Org Admin, Issuer Owner, Issuer Editor, Issuer Staff
|
|
Affects User Interface
|
Yes
|
|
Affected Areas
|
Org Dashboard - Data Management Page Issuer - Data Management Page Badge Class - Data Management Page
|
|
Related Ideas
|
None
|
Summary
In the Data Management tab, issuers can directly export issuer data, badge class details, and badge award history from within the product.
Change Benefit
This feature provides greater user autonomy for reporting, record-keeping, and planning changes to credentialing processes. Additionally, users no longer need to contact support to access historical data. Exports can be generated with just a few clicks, making it easier to report on badge activity, audit issuance history, or integrate data into new systems.
Feature Workflow
Export Issuer Option
In the Data Management tab on the issuer's page, users can select Include Badge Classes [1], Include Assertions (only available if Badge Classes are selected) [2], Include Recipient Groups [3], Include Pathways [4] and Compress Output (ZIP file) [5] which items to include when exporting issuer data. Then click the Export Issuer button [6].
Note: The exported file uses the JSON format.
Export Badge Class Options
In the Data Management tab of a selected badge class, users can choose to Include Assertions [1] and Compress Output [2]. Then, click the Export Badge button [3]
Note: The exported file uses a JSON format.
Export Badge Awards Options
In the Data Management tab of the Organization Dashboard, organization admins can export all badge awards issued within a specified date range. Use the Awarded After [1] and Awarded Before [2] fields to define the desired timeframe for the export. Then click the Download CSV button [3].
Note: The exported file uses a CSV format.
Additional Details
Export files are created instantly and saved directly to the device. These are especially useful for regular reports, internal audits, or preparing for changes to the credentialing program.