Export a list of people, for example to share a headcount or check details in a spreadsheet.
Before you start
You need Admin or Manager access. Managers can export only the people they manage.
Export the list
In the sidebar, select Manage › People.
Search and filter the list to show the people you want.
Note: The list shows only Active and Invited people primarily, unless you then go to filter by Deactivated in the Status filter.
Choose the columns to include with the columns button next to the sort menu. The file always has User Name, Job Role and Access Level, plus the columns shown in the table.
Tick the people to export. To include everyone in the list, tick the box in the header, then select Select all in the message that appears. The header box on its own selects only the current page.
In the bar at the bottom, select More Actions › Export CSV.
When the file is ready, HowNow emails a download link to the email address on your own account. Large exports can take a few minutes.
Good to know
Export people before you deactivate or delete them, so you keep a record of their details.
Budgets in the file show each budget's name with the amount left.