Export your data

Export your data

You can download three kinds of files yourself: the people in your organization, notes on one person, and check-in responses. The workspace owner can also request an archive of the workspace.

Download the user list

  1. Open Admin Area > Users.
  2. Click Download next to the filters.

The file is a CSV named with your organization and today’s date. Each row includes full name, email, role, invite status, spaces, invited date, joined date, last active date, and deactivated date.

Download uses the current filters. To download specific people, select their rows and click Download on the selection bar.

The button is there for people who can manage users in the organization. When the export includes 1,000 people or more, upcoach prepares the file and emails you a download link.

Export notes

Notes on a participant profile can be exported as a CSV. Owners, admins, and implementation admins can view and export them. A program admin or facilitator can too, when they share a space with that participant. Sponsors cannot. Notes stay off your own profile.

  1. Open the person’s profile and select the Notes tab.
  2. Click the download button at the top of the tab. The button appears when the person has at least one note.

See Use admin notes for the columns.

Download check-in responses

  1. Open the check-in activity and select the Responses tab.
  2. Click View Responses.
  3. On the Clients tab, select a participant. On the Placements tab, select a placement.
  4. Click Download, then CSV or Markdown. Copy for LLM copies the same responses.

Download appears when that person or placement has responses.

Request a workspace archive

The workspace owner can request a copy of the workspace.

  1. Open Admin Area > Brand & Settings.
  2. Select Workspace data.
  3. Under Workspace data export, request the export. The page shows Contact us to request export when in-app support is available. Otherwise it shows an email link to [email protected].

Only the workspace owner can request this export. The archive includes member profiles, the audit trail, and your spaces and their content: coaching, events, the activity library, and media. You receive an email when it starts, and another email with a download link when the archive is ready.

What to do next