Before you start
Prepare the right information
- Make sure your role has settings access.
Workflow
Complete the task step by step
- 1
Open Export to download students, appointments, payments, and other supported CSV files.
- 2
Open Audit log to review recent system actions.
- 3
Use the action filter when looking for a specific type of change.
Expected result
What success looks like
The exports and audit log workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Exports are useful before account changes, support requests, or manual reporting.
Important
Keep these boundaries in mind
- Exports are useful before account changes, support requests, or manual reporting.