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How do I export a list of my Team Members or Stakeholders?

You can download a list of your team members or stakeholders that are taking an assessment via the 'Edit Assessment' page.

To get to the Edit Assessment page, begin with the Team Dashboard, where you’ll see the familiar view of the team(s) listed in Swim Lanes View. Hover over the icon for the team whose profile you want to see and click the blue pencil icon.

 

 

You will be taken to the Assessment Dashboard for the team you selected. To edit a specific assessment, you will need to hover the correct assessment icon and click the blue pencil button.

Once on the Edit Assessment page, you will see an 'export to excel' button above the grid of each list. Clicking this button will download the list to your computer.

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