To follow along with this article, you will need:
- Manager-level ERIN access with Reporting Permissions or higher
Overview
In this article, you will learn to export your ERIN data, including an Employee Report, a Referral Report, and a Bonus Report.
Exporting All Data from ERIN
Every grid in ERIN is entirely exportable! Any data that you see on the Employees, Referrals, and Bonuses tab can be exported as a .csv file! To do so, navigate to the grid you'd like to export. At the top-right corner of the grid, you'll find the export dropdown.
Click on the Export All button, and a full export of all of your associated Employee, Referral, or Bonus data will be sent to the email address associated with your account!
Exporting Views from ERIN
You can export any view with less than 300 records from ERIN instantly. To do so, use the filters on the Employees, Referrals, or Bonuses page to filter your results. Once you've got the data you want to export, click on the export drop-down, and then click Export View:
You'll instantly download a report containing all of the results in your filter range.
Note: You can only export views with 300 or less results using the Export View button at this time.
Included Fields
Below are the fields included by default on each export:
Referral Export:
Employee Export:
Bonus Export:
