New Export with Custom Attributes Feature
A new Export with Custom Attributes feature is now available from the Assignments and People dashboards, combined into the Export CSV button at the top right of the page.
This feature is designed specifically for only admins and is subject to security restriction policies, making it inaccessible from the rosters or any other areas of the platform except Assignments and People dashboards.
Click on your profile image on the top right, then DASHBOARD towards the bottom, to access this and other dashboards - Assignments and People are on the pane on the left
Export with custom attributes option has been integrated into the Export CSV, recently combined into a single button.
The "Configure CSV Export" options are unique to each customer as they are derived from your custom attributes setup located in global settings, Integration, People, under Attribute mappings - also only accessible by admins.
By default, for PI security purposes, custom export options are unchecked
If you check any of the attribute options they will be displayed in your exported spreadsheet as additional columns located at the end
This menu is displayed explaining that your CSV will contain the default columns you may be used to exporting, however, it now also provides custom user fields if these are configured in your tenant. Custom fields are located and configurable off the Integration menu in global settings, a tenant URL unique to every customer:
https://CompanyTenantName.plusplus.app/a/system-settings/integrations/#people
Here are some of the attributes which can be uniquely defined per customer tenant and available for this custom export
Combined (scrolling down) with this Custom attributes section, if you have anything defined here, these attributes will be also be available in your export field options - to be clear it can be a combination of these sections.
This example below is not live data attributes and only for demonstration purposes, but your specific HR data would go here if you want to add any customer attribute fields. Platform admins can make changes, however, please reach out to our customer service manager or to support for any questions or assistance.
