Optix enables you to export a list of all your Users' Plans in a CSV. file so that you can better understand and track your Users' Plan data.

  1. On the left-hand menu, click on Plans and All Plans

  2. Use the filter options at the top of your screen if necessary

  3. Select the checkboxes to the left of the account names you'd like to export. To select all, click the checkbox at the top left of the table

  4. Click the EXPORT button that appears on the top of your screen

To learn more about other data you can export from Optix, click here.


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