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On this page
  • Generating Exports
  • Exports from Activities, Roles, or Users Tables
  • Exports from a User Resource Object
  • Downloading Exports
  • Deleting Exports

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  1. Reporting

Exports

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Last updated 1 year ago

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MeetBit allows you to export data from the Admin Panel. These exports adapt to your Department when you initiate the request. You will then automatically receive permission to read and download it.

Generating Exports

Exports from Activities, Roles, or Users Tables

You must have permission to view Exports to perform the steps below.

  1. Visit the Activity Reports Page under the "Reports" tab, or the Roles or Users Pages under the "Team" Tab.

  2. Click "Export" in the upper-right corner.

If you want to filter Exports based on their attributes, click the "Filter" button in the upper-left corner. Note that any filter you apply will lead to filtered Exports as well.

Exports from a User Resource Object

You must have permission to view Exports to perform the steps below.

  1. On the Users Page, click the "View User" icon in the row of your chosen User.

  2. Click the "More" icon in the upper-right corner.

  1. Click "Export Information".

If you want to filter Exports based on their attributes, click the "Filter" button in the upper-left corner. Note that any filter you apply will lead to filtered Exports as well.

Downloading Exports

Once you generate an Export, it will process in the background and you will receive an email when it's ready for viewing. You can download the Export via email by clicking the "Download Export" button. Alternatively, you can download the Export from its own page. Proceed to the following instructions to learn how:

You must have permission to view Exports to perform the steps below.

  1. On the Exports Page, click the "View" icon in the row of your chosen Export.

  2. Click the "Download" button in the upper-right corner.

Deleting Exports

You must have permission to delete Exports to perform the steps below.

  1. On the Exports Page, click the "More" icon in the row of your chosen Export.

  1. Click "Delete Export". Alternatively, you can go to the Export's own page and click the "Delete" icon in the upper-right corner.

  2. Confirm the action on the dialog popup.

You can't restore an Export after it's deleted.

Export Finished Email
Delete Export Page
Exports Page
Export Button on the Activity Reports Page
Export Information Button on the User Page
Delete Export Button on the Exports Page