Product Owners have the ability to export detailed and useful reports on the Accounts they manage. There are 3 reports a Product Owner can export. These are:
- All Accounts: This file summarizes your account names, product subscriptions & seats purchased, account status, charge dates, representative information, creator information, and creation date. To Export an All Accounts CSV, simply click "Export All Accts." in the top right-hand corner of your Accounts tab.
- Individual Accounts: This file summarizes the status, account representative, product subscriptions, seats purchased, seats used, representative contact information, and user list & login information. To export an Individual Account CSV, select the Account name from the list on the Accounts tab. In the top right-hand corner of the Account Details panel, there will be an export icon next to "CSV." Simply click the icon to export the file.
- Users (Individual Account): This file is a list of users of an individual account, their roles, departments to which they are assigned, their contact information, most recent login information, and products in which they are seated. To export this file, open the Account Details panel and scroll down to the Users list. At the top right-hand corner of this list will be an export icon next to "CSV." Simply click the icon to export the file.
Export All Accounts
Export Individual Account Information
Export Account User Information