Skip to content
  • There are no suggestions because the search field is empty.

Download Data from My People

Summary

 In the My People section, you can download all the data present in the grid, including both the default data and any customized columns you've added. Simply click on the Download button near the search bar to export the data in an easily accessible format.

In this article

  • Before you begin
  • Step 1: Downloading data from My People
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Admins with the appropriate permissions can download data from the My People tab.
  • You can download all data displayed in the grid, whether it’s the default columns or custom columns you have selected.

Step 1. Downloading data from My People

  1. Go to the My People section in your Plumm dashboard.
  2. Locate the Download button near the search bar at the top of the page.
  3. Click on the Download button.
  4. The system will export all data currently displayed in the grid. This includes:
    • The default columns (e.g., Name, Job Title, Department)
    • Any custom columns you have selected (e.g., Manager, Location, Employment Type, etc.)
  5. Once clicked, the data will be downloaded, typically in Excel or CSV format.

Frequently Asked Questions (FAQ)

1.What data will be included in the download?

 The data downloaded will include everything currently visible in the My People grid. This includes both the default data and any customized columns you have selected.
 

2. Can I customize which columns to download?

Yes, if you have customized the grid by selecting additional columns, these will be included in the download along with the default columns.


3. In what format is the data downloaded?

 The data will typically be exported in Excel or CSV format, which can easily be opened in spreadsheet software.
 

 

4.Is the download button available to all users?

 No, the ability to download data is available to users with the necessary permissions, usually Admins.

5.What if I don’t see the Download button?

 If the Download button is not visible, ensure that you have the correct permissions, or contact your system administrator for assistance.