User Export Utility
You can find the User Export utility on the User page in the RTE Cockpit. You must be an Admin user to access this page.
The User data export provides a *.xlsx file of all Users in piplanning.io, the Team/ART or ST that they are a member or administrator for and their last login timestamp. Use this file for any auditing or organizational housekeeping or general contact information.
Once the *.xlsx file is downloaded, open the data export (XLXS file) in Google Sheets or Microsoft Excel. Filter and sort on columns to answer various questions such as:
What Users have not logged into piplanning.io in over >90 days?
What Users are assigned the PI Admin Role and not logged into the application in over >90 days?
Who are all the Users that belong to Team 'XYZ'?
How do I access the Export utility?
Navigate to the RTE Cockpit > Users page.
Click the Export button in the top right of the Users page.
What value does the User Export utility provide?
The User Data Export utility will provide a XLSX file download of the following User metadata:
User UUID (id)
Email Address (email)
Full Name (name)
Role (role)
Member of teams (teams)
ARTs (arts) - The ART the team belongs to OR if the User is an ART Admin even if not a member of a Team.
Solution Trains (solution trains) - The Solution Train/s for the ART/s
Team Lead or Team Admin (admin of teams) - User who is a member of the Team and also has the PI Admin role.
ART Admin (admin of arts) - Name of the ART the User is delegated as the ART Admin
ST Admin (admin of solution trains) - Name of the ST that the User is delegated as the ST Admin
Last Login Date (last_login)