Learn how to export or print member tables for your organization or teams.
Exporting the members table from the Teams module in Chekhub is a straightforward process that allows you to share or analyze team data outside of the platform. Here’s a step-by-step guide on how to do it:
Exporting Organization Members
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Navigate to the Teams module from the left-hand navigation menu.
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On the landing page, you’ll see a high-level view of all teams and their members.
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To export the full members table (which includes data from all teams), click on the export icon located at the bottom right corner of the table.
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Choose from CSV, Excel, JSON or print to share the members table
This allows you to export an overview of all members across different teams, making it easier to manage and analyze the broader organizational data.
Exporting the Members Table from Team Profiles
Navigate to the Teams Module
- From the navigation menu on the left side of your screen, select the Teams module. This will open the list of teams associated with your organization.
Access the Members Table
- Choose one of the teams you have access to, depending on your role permissions, these are the teams you are on, or, all of the teams in the organization. Once you are in the team profile, click on the Members tab to view the full members table, which includes details like member names, emails, roles, and access status.
Customize Your View (Optional)
- You can filter and sort the table by various columns to focus on specific data. This step helps you ensure that only the most relevant information is included in your export.
Export the Members Table
- In the bottom right corner of the members table, you’ll find export options. Click on the export icon and select your desired format, CSV, Excel, JSON, or print.
Save Your Export
- After selecting your preferred format, your export will begin. Save the file to your device for further use or distribution.
Exporting the members table allows you to efficiently share team data, analyze member details, or create reports. By customizing your view and exporting in various formats, you can tailor the output to your needs.