Viewing and Exporting User Lists

In the Konvert™ portal, you can easily access a table of existing users. 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 Users page
  • How to edit the users table
  • How to share the users table
  • How to export the users table

ACCESS THE USERS PAGE

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

Figure 1. The Users link

Figure 2. The Users page

EDIT THE USERS TABLE

Edit Columns

Konvert™ helps you view users 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 lefthand corner of the page above the list of users. 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 to search for it more quickly. Click the x on a field to remove it from the list. 

Figure 3. The Edit Columns button

Filters

Filters allow you to sort by account or group to make it easier to find related users. Please note that filters are only available in the users list. To filter by account or group, click the Filters button (Fig. 4) to the right of the Search bar. Select the preferred account from the Account drop-down menu (Fig. 4) or select the preferred group from the Group drop-down menu (Fig. 4). 

Figure 4. The Filters button, Account drop-down menu and Group drop-down menu

SHARE THE USERS 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 USERS TABLE

If you need to save the list as a file to be securely emailed or uploaded somewhere else, you can export and download it as a CSV (Comma Separated Values) file. Just click the Export to CSV button (Fig. 5) in the top righthand corner of the table. Konvert will generate a CSV file. When it is complete, click the Download File button (Fig. 6) to begin the download.

Figure 5. The Export to CSV button

Figure 6. The Download File button