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How do I find the details of a specific user, organisation, opportunity, signup?
How do I find the details of a specific user, organisation, opportunity, signup?

Data insights

Gerbrand Holland avatar
Written by Gerbrand Holland
Updated over a week ago

As a Platform Admin you have insight into the data of the platform in terms of users, organisations, opportunities and signups. To view these data:

  1. Click on the profile icon on the top right of the navigation bar.

  2. Select "Administrator panel".

  3. Choose the "Data" tab in the Admin bar or menu.

  4. Depending on what you are looking for, select the Organisations, Users, Opportunities or Signups heading.

  5. You can use the search bar to enter search terms to find a specific data point. You can also search by e-mail address. With the e-mail address, you can find the corresponding user. See the video below for an example.

  6. Using the "Export" button in the top right corner of the overview, you can create a printout of the data you have set up (the printout will be downloaded as a .csv file. When the data is not displayed in a clear way, try to open the csv file via google sheets or a recent version of excel).

FIND A SPECIFIC USER BY E-MAIL ADDRESS

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