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How do I export my Pending Onboard list?

Instructions for exporting a CSV of members who are pending onboarding from your Partner Dashboard.

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Written by Cloe Bickhart

Exporting your Pending Onboard list

  1. Go to Members in your Partner Dashboard (select the Members icon in the top navigation).

  2. Select the "Pending Onboard" tab. This filters your member list down to members who haven't yet completed onboarding.

  3. With the Pending Onboard filter applied, select "Export" in the top right corner of the page.

  4. Your browser will generate and download a CSV file of the filtered list (this may take a few seconds for larger lists — you'll see a download indicator in your browser).

  5. Open the downloaded file in Excel, Google Sheets, or your spreadsheet tool of choice. The export includes member name, phone, plan, address, city, state, zip, created date, onboarding status, breakdown risk, filter life, and branch, so you can track down and follow up with members who still need to be onboarded.

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