Utilizing Account Level Tools

Account Level tools provide a way for Account Owners to gather information from all organizations within their account. You can find the Account Level Tools on on the Home Page.

Current Account Level Tools:

Schedule Export CSV

Schedule Export CSV

The Schedule Export CSV tool allows the owner to download schedules from Multiple organizations at once for a range of dates. 

1. Click Account Level Tools and choose Schedule Export CSV

2. Choose which organization(s) you want to export the schedule for

3. Open Date Range to select the dates you want for the schedule export

4. Enter the email you want the report sent to

5. Click Submit, and a CSV report will be sent to the email provided. 

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