Export Issued Certificates as CSV

This article will walk you through how to export your issued certificates as a CSV file! You can select a custom date range, download up to 500 certificates instantly, or receive them by email if you’re exporting a larger batch. Perfect for auditing or syncing certificate data with other tools! ## What is Certificate Exporting? Certificate exporting allows users to download issued certificate records in bulk as a CSV file, complete with metadata such as recipient name, email, date issued, and certificate ID. This is ideal for teams managing training completions, course certifications, or audits. ## Key Benefits of Exporting Issued Certificates Easily access and manage your certificate data by exporting it to CSV format. Here’s why it’s useful: - Export up to 500 certificates instantly via in-app download - Automatically receive CSV by email if over 500 certificates - Filter by custom date ranges to narrow results - Use exports for compliance, analytics, or integrations - CSV format is universally accepted and easy to manipulate - Streamline reporting or sync with external LMS tools * * * ## How to Export Certificates as a CSV File Exporting your certificate data is simple and flexible. Here’s how to do it: 1. Navigate to the “Issued Certificates” section of your Certificates app. 2. Click the Export CSV button located at the top right corner. 3. A date range filter will appear — select the desired time period for the certificates you want to export. 4. Click Confirm Export to begin. - If your export contains fewer than 500 certificates, the CSV file will download immediately to your device. - If the export includes more than 500 certificates, you’ll see a message indicating that the file will be emailed to your login email address when it’s ready. ## Export Logic & Delivery Rules Understanding how certificate export works helps avoid confusion and ensures smooth operation when handling large data sets. - < 500 Certificates: CSV downloads immediately in-browser. - > 500 Certificates: CSV is emailed to the logged-in user. - Email Subject Line: “Your Certificate Export is Ready” - Link Expiration: The download link in the email is valid for 24 hours only. - Date Range Required: Users must select a date range before exporting to define the export boundaries. * * * ## Frequently Asked Questions Q: Can I export certificates without filtering by date? No. A date range is mandatory to limit the dataset and optimize performance. Q: Where will the CSV file be sent? If the export exceeds 500 certificates, the CSV will be emailed to the email address associated with your Patient Copilot account. Q: How long is the CSV download link valid? The emailed download link is valid for 24 hours. Q: What data is included in the CSV export? The export includes: Full Name, Email Address, Certificate ID, Date Issued, and optionally, Course Name or Tags (if configured). Q: Can I re-download a previous export? No. You must re-export using the same date range if the original link expires. * * * ### Next Steps - Haven’t issued any certificates yet? [Learn how to issue certificates]. - Want to automate certificate delivery? [Explore workflow triggers for certificates]. - Need branding customization? [Use SmartDocs to create styled certificate templates].