How can I export our external PD requests to a csv?

You now have the ability to export all of your external PD requests, whether they are still pending or have already been reviewed, into a CSV file. Before exporting, you can apply filters to refine your results, and the exported CSV will accurately reflect those selected filters.


From your Events page in HQ, click on Reviewed from the left sidebar.

1-cal

You have the option to filter your list that you would like to export using the fields at the top.

2- filter

Click Export in the upper right and then choose if you want to export this entire list or choose a specific pre-approval form.

3- export

4- export choices

You can also choose to export your Pending Requests.

5- pending

6- export pending

7- export choices