Keeping track of issued certificates is essential for managing records and verifying credentials. To simplify this process, users can export certificate data as a CSV file, allowing for easy access and organization. With flexible date range filtering and structured data formatting, this feature ensures efficiency in record management.
Accessing Certificates #
To get started, navigate to Memberships > Certificates > Issued Certificate. This section provides a comprehensive overview of all certificates issued within your CRM.
Select Date Range #
Use the date filter to specify the time frame for the certificate data you want to export. This ensures you retrieve only the necessary information.
Export CSV #
Locate the Export Data button next to the search by title field and click it to begin the export process.
In the popup, click the Download button to complete the process.
The ability to export issued certificates as a CSV file makes it simple to organize and manage records efficiently. With options to filter by date range and quickly access structured certificate details, users can keep their documentation accurate and up to date with minimal effort.
Important Notes #
- If the export contains fewer than 500 certificates, the CSV file will be available for immediate download.
- If the export contains more than 500 certificates, you will receive an email with a link to download the file once it’s ready.
- CSV download links remain active for 24 hours.
- The exported CSV file includes structured details such as Contact Name, Email, Phone, Certificate ID, Issue Date, Expiry Date, and Certificate URL to facilitate easy record-keeping and verification.
Frequently Asked Questions #
Where do I go to export issued certificate data? #
Navigate to Memberships > Certificates > Issued Certificate, then use the Export Data button next to the search by title field.
Can I limit which certificates are included in the export? #
Yes. Use the date filter to specify the time frame so the export only includes certificates issued within that range.
What happens if my export has more than 500 certificates? #
For exports larger than 500 certificates, you will receive an email containing a download link once the file is ready, rather than an immediate download.
How long does the download link stay active? #
CSV download links remain active for 24 hours, so be sure to download your file within that window.
What information is included in the exported CSV? #
The file includes structured details such as Contact Name, Email, Phone, Certificate ID, Issue Date, Expiry Date, and Certificate URL.
Will small exports download immediately? #
Yes. If the export contains fewer than 500 certificates, the CSV file is available for immediate download from the popup.
