Export Data

SuccessPro data is available for exporting many records in bulk. In many export forms, user data may be pre-filtered before exporting by adjusting date parameters and Access Keys. The downloaded CSV files are then, most commonly, opened & reviewed using Excel.

Here is a summary list of the type of data available by data type:



User Usage

  • User Usage Report
  • User Usage Report (Metrics)
  • User Assessments
  • User Assessments w/ Generated Links
  • User Roadmaps
  • User Roadmaps w/ Status Counts
  • User Roadmap Progress Updates
  • User Custom Recommendations
  • User Notes
  • User Opportunities
  • User Last Login
  • User Logins
  • Users Meeting Items
  • Users Meetings
  • User Roadmaps /w Recs
  • Coach Program Details
  • Salesforce Activity Inserts



User Information

  • User Access Keys
  • Access Key Managers
  • User Content Groups
  • User Roles
  • User Subscriptions
  • User Profiles
  • User Teams
  • User Tags



System Content

  • Recommendations
  • Recommendations w/ Content Groups
  • Active Objective Paths
  • Access Keys
  • Access Keys w/ Access Key Groups
  • Access Keys User Counts
  • Find URL Links