Exporting Placement Request Data

1. From the left-hand menu, use the drop-down to select the Rotation Period and Provider. The selected rotation period will be applied across all modules and screens.

2. In the left-hand navigation menu, click Placement Requests. Then select the type of request you want to export: Cohort Requests, Preceptor Requests, Assigned, Paused, or Declined/Withdrawn.

3. On the selected Manage Requests screen, expand the Filter Options to search for the specific placement request.

4. Select the request you want to export and click Export.

5. A confirmation pop-up will appear. Choose whether to export all rows or only the selected rows. The file will download automatically as an Excel document and save to your computer.