This guide explains how to export support evidence from the learner list, review the export history, and download the CSV file for upload or reconciliation in the system of record. It is intended to help admins complete the process accurately and efficiently.
1. Navigate to the Learner List and Start the Export
Go to Users > Learner to open the learner list.
Select the Export button.
In the export options, choose Export for Evidence.
Click Continue to proceed to the date selection step.
2. Select the Export Month(s) and Run the Export
Choose a single month if you need only one month of evidence.
If needed, select up to three months for a larger export range.
Click Export to initiate the file generation.
Confirm the selected date range before submitting
3. Wait for the Export Notification Email
After the export is initiated, wait for the system to generate the file.
Monitor your email inbox for the export notification.
The email will indicate that the export is ready for download.
4. Open Export History from the Learner List
Return to the learner list if needed; the export process will take you back to the exports list.
Open Export History to view previously generated exports.
Use this area to locate the export you just created.
5. Review and Download the Evidence File
In Export History, review the evidence export details.
Check the from date and to date to confirm the correct reporting period
Download the evidence file when the correct export is identified.
6. Export Evidence data
Open the downloaded file in CSV format.
The export includes the expected learner and support fields, such as:
First name, last name, email
Client reference and learner unique ID
Domains and indexes identified
Support provided and who provided it
Provider email and tutor manager
Support start and end dates
Support recorded date
Support type (regular or above and beyond)
Modules and reasonable adjustments
Support session details, duration, and coverage check status
Declaration, confirmation, and email address
Learner reflections and support information
Use the Export History area to quickly find previously generated evidence files.
Keep a consistent naming or filing convention for downloaded CSVs to make future reconciliation easier
Review the CSV immediately after download so any issues can be corrected sooner.