Create an export type
  • 21 Jun 2022
  • 1 minute to read

Create an export type


Article Summary

As part of your user data management approach you can create an export type with a customised list of data items to be exported (either by the user themselves or by a Site Administrator). 

To create a new export type, follow these steps:

  1. Go to Quick-access menu > Users > User data management > Export type.
  2. Click Create export type in the top-right corner of the screen. 
  3. Configure the settings
  4. Click Add to complete the process.

Occasionally new components may be added to the system (e.g. a new plugin is installed), which means there are potentially more items containing user data. These items will be ignored by existing export types until a Site Administrator has edited the types affected (by choosing whether to select them or not for export). Administrators will receive a notification that new items have been added. When editing an affected export type, the individual items will be highlighted with a New label. Once the export type is saved, the labels and warning will be removed.

Next steps

C001 - Creating usersThe Totara Academy has a whole course dedicated to Creating users in Totara. Here you can learn more on how to add users, manage their data, see best practice, and give it a go yourself.

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