Viewing and Exporting Group Lists


In the Konvert™ portal, administrators can easily access a table of existing groups. You can also modify the table columns to view, share and export the data that matters most to you. 

In this article, we will explain:

  • How to access the Groups page
  • How to edit the groups table
  • How to share the groups table
  • How to export the groups table

ACCESS THE GROUPS PAGE

To access the Groups page (Fig. 2), click the drop-down menu in the top-left corner of the page and select the Groups link (Fig. 1).

Figure 1. The Groups link

Figure 2. The Groups page

EDIT THE GROUPS TABLE

Konvert™ helps you view groups in a way that works best for you. Columns can be added or removed based on your needs or preferences. To add or delete columns in your list, click the Edit Columns button (Fig. 3) in the top-left corner of the page above the list of groups. Choose which fields you would like to display in the list by using the drop-down menu of options. Feel free to begin typing the term in order to search for it more quickly. Click the x on a field to remove it from the list. 

Figure 3. The Edit Columns button

SHARE THE GROUPS TABLE

Once your list has been organized the way you like it, you can share the list with other portal administrators by copying and pasting the URL in the address bar, which customizes to your list preferences.

EXPORT THE GROUPS TABLE

If you need to save the list as a file to be securely emailed or uploaded elsewhere, you can export and download it as a CSV (Comma Separated Values) file. Just click the Export to CSV button (Fig. 4) in the top-right corner of the table. Konvert™ will generate a CSV file. When it is complete, click the Download File button (Fig. 5) to begin the download.

Figure 4. The Export to CSV button

Figure 5. The Download File button