Feature summary
The export tool allows administrators to generate a downloadable report of staff data, with configurable filters, formatting options, and selectable data fields.
When to Use This
Audit staff contact information.
Check role assignments.
Perform bulk data analysis outside of the HosPortal platform.
Step-by-step instructions
Navigate to the export page
1. Go to Staff > Export (top right-hand side).
2. Review the filtering and formatting options on the Staff Export page.
Configure the export
1. Select the file format and orientation:
◦ File type: Excel (.xlsx) or PDF
◦ Orientation: Portrait or Landscape (PDF only)
2. Apply staff filters (optional):
◦ Roles: filter by roles created in HosPortal
◦ Skills: include only staff with specific skills in HosPortal
◦ Teams: filter by specific teams within HosPortal
3. Choose the page format:
◦ One row per user: each staff member appears once, with all roles and skills in a single row
◦ One row per user role: users with multiple roles appear on multiple lines, one per role
Select fields to include
Toggle the data fields to include in the export. Available fields are:
Name and identity fields
• Last name and first name
• Short name: display name or initials used in condensed roster views
• Payroll ID: unique identifier for the hospital's payroll system
Contact information fields
• Email: the user's primary contact email
• Mobile: the user's primary mobile phone number
• Contacts: additional contact information (i.e. Home Phone, or Pager Number)
Roles and skills fields
• Roles: current clinical or administrative roles
• Role dates: the specific dates a user is assigned to their roles
• Teams: the functional departments the user belongs to
• Skills: specific credentials or competencies assigned to the user
System metadata fields
• Last login time: useful for auditing system engagement and identifying inactive users