Export member data for reporting

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Kelvinhaugh Pension Services: documents · Export member data for reporting

Feature request for bulk export of member data to CSV for end-of-month reporting. Support logged request and passed to product team for roadmap assessment.

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Current to 11 Oct 26

Feature request for bulk export of member data to CSV for end-of-month reporting. Support logged request and passed to product team for roadmap assessment.

Customer requested bulk export of member data to CSV for end-of-month reports; currently requires manual record-by-record copying. Support logged the request and passed to product team for roadmap assessment. Closed after customer acknowledged. This addresses valid workflow friction; product team will decide prioritisation.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)265

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public_reply · Ailsa Dunlop 24 Oct 2024 11:16
Quick question, do you have a bulk export function at all?
created · Ailsa Dunlop 24 Oct 2024 12:00
Hi, I'm looking for a way to export member data to use in our end-of-month reports. At the moment I have to copy records individually, which is time-consuming. Would a CSV export be possible? Thanks, Ailsa
public_reply · Bethan Lister 24 Oct 2024 14:15
Hi Ailsa, just so I've got this right, you need to export member records to CSV. Can you tell me more about the volumes and frequency?
public_reply · Bethan Lister 24 Oct 2024 16:25
Thanks for that. I've picked this up as a feature request and passed it to the product team. They'll assess it against the roadmap.
status_change · Bethan Lister 28 Oct 2024 13:31
public_reply · Ailsa Dunlop 28 Oct 2024 13:42
Great, thanks for handling this. Really appreciate it.
status_change · 1 Nov 2024 23:59

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