Note: This is option only available to Association Administrators. If you are not an Administrator, reach out to the Administrator on your team or to [email protected] for help.
To export a summary of license history (license requests and license purchases) from AuditXchange to Excel, you can follow these steps:
Login to AuditXchange.com
Navigate to the Licensing section from the left-hand menu.
In the Pending Review, Approved, Rejected, Other tabs, click on the Export to Excel option to download the data.
For the exports from each of the tabs, here are the datapoints you can expect:
Pending Approval
First Name
Last Name
Company License (Legal Name of company)
Protocol
Date Requested
Approved
First Name
Last Name
Company License (Legal Name of company)
Protocol
Date Requested
Rejected Date
Rejected by
Reason
Rejected
First Name
Last Name
Company License (Legal Name of company)
Protocol
Date Requested
Approved Date
Approved By
Other
First Name
Last Name
Company License (Legal Name of company)
Protocol
Start Date (Date the license was acquired)
Evaluation
Source (This can be Manual or CC Purchase)