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Export Knowledge Program Information from the Knowledge Program Manager

1. Log in to the iTacit Admin site. Navigate to Menu > Training & Education > Knowledge Program Manager.

2. Selecting Search in the Knowledge Program Manager screen will display all program information related to employee training.

For specific training records, filter your results by desired criteria:

o Knowledge Program
o Status
o Date
o Business Unit or Job Classification
o Etc.

2a. Place a check mark by the desired information you wish to include in your report.

3. Select Action > Export.

3a. Place a check mark beside the information you want to include in the Values to Export list provided.

Some clients prefer to include all available values in the export, then to sort, manipulate, and delete extra information in Excel afterwards.

You may find it easiest to export just the following recommended values:

o Display Name (or First and Last)
o Employee Role
o Knowledge Program
o Start and End Dates
o Status
o Grade

3b. Select Download Exported Values.
3c. A confirmation window will display; select Yes.

ExportKP1

   3d. Your export is downloaded to your computer. If you are not prompted to open the file, you should be able to access it in your Downloads folder.

ExportKP2

The columns of information in Excel can easily be rearranged, sorted, and paired down to meet your reporting needs. For example, you could sort based on Status to see those who have completed a knowledge program, have not started (Enrolled), or are In Progress.