---
title: How to Export Training/Competency Records to CSV in the Web Portal
description: 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.
---

[Skip to content](https://docs.sitesoft.com/how-to-export-training-or-competency-records-to-csv-in-the-web-portal#main-content)

[![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb)

Open main navigation

Close main navigation

- [Portal](https://app.sitesoft.com/)

[Portal](https://app.sitesoft.com/)

 Need help?

- There are no suggestions because the search field is empty.

1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en)
2. [Employees](https://docs.sitesoft.com/employees?hsLang=en)
3. [Export](https://docs.sitesoft.com/employees?hsLang=en#export)

# 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.

 

![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-May-28-2025-02-28-42-9666-AM.png?width=688&height=283&name=image-png-May-28-2025-02-28-42-9666-AM.png)

### 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.

 

**![](https://docs.sitesoft.com/hs-fs/hubfs/image-png-May-28-2025-02-31-06-0383-AM.png?width=688&height=418&name=image-png-May-28-2025-02-31-06-0383-AM.png)**

 

**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

- [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en)
- [Assets](https://docs.sitesoft.com/assets?hsLang=en#main-content)
  
  
  
  
  
    - [Getting Started With Assets](https://docs.sitesoft.com/assets?hsLang=en#getting-started-with-assets)
    - [Set Up Your Asset Register](https://docs.sitesoft.com/assets?hsLang=en#set-up-your-asset-register)
    - [Manage Your Assets](https://docs.sitesoft.com/assets?hsLang=en#manage-your-assets)
    - [Manage Asset Safety](https://docs.sitesoft.com/assets?hsLang=en#manage-asset-safety)
    - [Troubleshoot Assets](https://docs.sitesoft.com/assets?hsLang=en#troubleshoot-assets)
- [Account](https://docs.sitesoft.com/account?hsLang=en#main-content)
  
  
  
  
  
    - [Company Documents](https://docs.sitesoft.com/account?hsLang=en#company-documents)
- [Charts & Graphs](https://docs.sitesoft.com/charts-graphs?hsLang=en)
- [Contractors](https://docs.sitesoft.com/contractors?hsLang=en)
- [Covid-19 Module](https://docs.sitesoft.com/covid-19-module?hsLang=en)
- [Digital Signatures](https://docs.sitesoft.com/digital-signatures?hsLang=en)
- [Employees](https://docs.sitesoft.com/employees?hsLang=en#main-content)
  
  
  
  
  
    - [Documents](https://docs.sitesoft.com/employees?hsLang=en#documents)
    - [Export](https://docs.sitesoft.com/employees?hsLang=en#export)
    - [Forms](https://docs.sitesoft.com/employees?hsLang=en#forms)
- [Form Builder](https://docs.sitesoft.com/form-builder?hsLang=en)
- [Hazards/Risks](https://docs.sitesoft.com/hazards-risks?hsLang=en#main-content)
  
  
  
  
  
    - [hazards/risks in mobile app](https://docs.sitesoft.com/hazards-risks?hsLang=en#hazards-risks-in-mobile-app)
- [Incidents](https://docs.sitesoft.com/incidents?hsLang=en)
- [Inductions](https://docs.sitesoft.com/inductions?hsLang=en)
- [Inspections/Audits](https://docs.sitesoft.com/inspections-audits?hsLang=en)
- [Messages](https://docs.sitesoft.com/messages?hsLang=en)
- [My Pre-Qualifications](https://docs.sitesoft.com/my-pre-qualifications?hsLang=en)
- [Notifications](https://docs.sitesoft.com/notifications?hsLang=en)
- [TA/JSA/SWMS/RAMS](https://docs.sitesoft.com/ta-jsa-swms-rams?hsLang=en)
- [Tasks](https://docs.sitesoft.com/tasks?hsLang=en)
- [Templates](https://docs.sitesoft.com/templates?hsLang=en#main-content)
  
  
  
  
  
    - [Hazardous Substances/COSHH](https://docs.sitesoft.com/templates?hsLang=en#hazardous-substances-coshh)
    - [Documents](https://docs.sitesoft.com/templates?hsLang=en#documents)
- [Reporting](https://docs.sitesoft.com/reporting?hsLang=en)
- [Sites and Subsites](https://docs.sitesoft.com/sites-and-subsites?hsLang=en)
- [Safety Observations](https://docs.sitesoft.com/safety-observations?hsLang=en)
- [SiteConnect Mobile App](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#main-content)
  
  
  
  
  
    - [Site Induction](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#site-induction)
    - [Toolbox Talks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#toolbox-talks)
    - [Tasks](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#tasks)
    - [Troubleshooting](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#troubleshooting)
    - [Incidents](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#incidents)
    - [Forms](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#forms)
    - [Inspections/Audits](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#inspections-audits)
    - [User Profile](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#user-profile)
    - [Sign Out](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#sign-out)
    - [Geofencing](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#geofencing)
    - [Training](https://docs.sitesoft.com/siteconnect-mobile-app?hsLang=en#training)
- [Sites](https://docs.sitesoft.com/sites?hsLang=en#main-content)
  
  
  
  
  
    - [Manage Site](https://docs.sitesoft.com/sites?hsLang=en#manage-site)
    - [QR Codes](https://docs.sitesoft.com/sites?hsLang=en#qr-codes)
    - [Toolbox Talks](https://docs.sitesoft.com/sites?hsLang=en#toolbox-talks)
    - [Task Analysis Documents](https://docs.sitesoft.com/sites?hsLang=en#task-analysis-documents)
    - [Geofencing](https://docs.sitesoft.com/sites?hsLang=en#geofencing)
- [Safety Plan/Phase Plan](https://docs.sitesoft.com/safety-plan-phase-plan?hsLang=en)
- [Visitor Kiosk App](https://docs.sitesoft.com/visitor-kiosk-app?hsLang=en)
- [SiteConnect Super Admins Only](https://docs.sitesoft.com/siteconnect-super-admins-only?hsLang=en)
- [Manage Sign-in and Inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#main-content)
  
  
  
  
  
    - [Get started with sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#get-started-with-sign-in-and-inductions)
    - [Manage geofencing sign-in and out](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#manage-geofencing-sign-in-and-out)
    - [Troubleshoot sign-in and inductions](https://docs.sitesoft.com/manage-sign-in-and-inductions?hsLang=en#troubleshoot-sign-in-and-inductions)

[![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=155&height=25&name=SiteConnect%20Logos%20(LinkedIn%20Post).png "SiteConnect Logos (LinkedIn Post)")](https://siteconnect.io/)

###### **Still need help?** We're here if you can't find the answer you're looking for.

AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183

UK • support.uk@siteconnect.io • +44 333 043 5727

Copyright © 2026, SiteConnect.io Limited