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      How to Export Training/Competency Records to CSV in the Web Portal

      Need a backup of employee training data or want to review compliance? Here’s how to export training and competency records in just a few clicks.

      Option 1: Export for One Employee

      • Go to the Employees tab in the Web Portal

      • Click Edit next to the employee’s name

      • Select the Training/Competencies tab

      • Click the Export to CSV button

      • This will download a spreadsheet with that employee’s training records.

       

      Option 2: Export for All Employees

      • Go to the Employees tab

      • Click the List/Export menu in the top right corner

      • Select Export all Training/Competency Documents to CSV

      • You’ll get a file with records for everyone listed in your employee database.

       

       

      Good to Know

      • You can open the CSV file in Excel or Google Sheets

      • Use it to track expiry dates, compliance status, or for reporting purposes

         

        Need help?
        Reach out to support@siteconnect.io or call 0800 748 763