My Unit Person Import Report

The My Unit Person Import report is designed to give unit users the ability to extract a unit's person information in a way where it can be imported through mass additions. The reports display all the person information ready to be uploaded and update existing records.

Executing The Report
  • Navigation: Unit User Menu - My Unit Person Import
  • The report will run based on the parameters selected in the session dashboard.
  • Optionally, parameters can be selected within the report to show information for a particular person. Please note that the active flag is default to Y%. To retrieve inactive people, change it to % for all or N% for just inactive people.
  • Download this report in CSV format.
  • Once the report is downloaded, changes can be made to the data before importing.
  • The update file can be imported using a people mass additions import.
Example Report
My Unit Person Import Report
Related Topics
Templates
Mass Addition Notes