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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