Video:
Steps:
Please Note:
- A user list is required. If you haven't created a custom user list, please refer to this article for guidance: Helpdesk: How do I create a custom user list?
1.Log in to your Policy Passport profile and click on the "Admin" tab
2. Click "People"
3. Click "Lists"
4. Click on the list you want to export
5. Click "Export"
6. Click "+ Generate New Export"
7. Wait for the report to generate
8. Click the download button
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