Generating Spreadsheets

Objective

To create a variety of spreadsheets from information uploaded to you Accoric Management Account.

Steps

1. Navigate to Employee Dashboard.
2. Click Spreadsheet at the top-right of the Employee Table.
3. Specify the category you would like to create the spreadsheet for, and any personal information you would like included.

1. Certification Name: You may create a spreadsheet by a specific certification name, filtering all employees in the specified category to those that hold the certification you indicated in the text filed.
2. All Certifications: You may create a spreadsheet for all certifications that all employees hold in the specified category.
3. No Certification: You may create a spreadsheet showing just the employees' personal information.
4. After specifying the type of filtering, you may indicate the expiration status. Ticking Previously Expired and specifying how many days in the future you would like to view certifications in the Expiring In number field, will display already-expired certifications, and those that are expiring in the amount of days you specified.
5. Name the spreadsheet, then click Create.