Export participants, the audit log and status history as CSV
Admins export from Reports → Overview → Export Data. Export participants downloads every participant (up to 10,000) with their additional details as columns; Export audit log downloads the organization's audit log; Export status history downloads every participant status change. Each export is capped at 10,000 rows and recorded in the audit log.
FirstSourceTeam lets your admins download your program's data themselves as CSV files, any time, from the employer portal: the participant list, the audit log and the status history. Go to Reports → Overview, scroll to Export Data, and select Export CSV under the export you want.
Exports need the admin role. Viewers don't see the Export Data section.
If an export fails, or there's nothing to export yet, the portal says so under the button and nothing is downloaded. If an export reaches the 10,000-row limit, the portal tells you that the file holds the newest 10,000 rows.
Export the participant list
- Go to Reports → Overview.
- Under Export participants, select Export CSV.
- Your browser downloads
fst-participants-YYYY-MM-DD.csv, dated today.
The file has one row per participant, up to 10,000 rows, newest service start date first. Columns:
| Column | Contents |
|---|---|
id | FirstSourceTeam's participant ID |
firstName, lastName | Name |
email | Email address entered when they were added |
phone | Phone number, if given |
previousRole | Job title |
previousLevel | Level (IC, Manager, Director, VP or C-Suite), if given |
tier | The plan assigned |
status | Current status |
exitDate, serviceStartDate, serviceEndDate | Dates, in ISO 8601 format (for example 2026-05-01T00:00:00.000Z) |
daysInProgram | Days from service start to completion (Completed), or to today (other active statuses); 0 for Declined and Expired. Computed from the dates |
completedDate | When the participant's status became Completed, if it has |
createdAt | When the participant was added to the portal |
cohort | Launch group |
welcomeSentAt | When their invitation email was sent; empty if it hasn't been |
| Additional details | One column per additional detail saved from your HR file, for example department, location, employeeId, costCenter, managerName, workEmail. Empty for people who don't have that detail. A detail with the same name as a column above is prefixed, for example metadata.email |
Export the audit log
- Go to Reports → Overview and, under Export audit log, select Export CSV. Or go to Reports → Audit Log and select Export audit log: that export uses the filters you've set on the page (action, participant, dates).
- Your browser downloads
fst-audit-log-YYYY-MM-DD.csv.
The file has one row per audit log entry, newest first, up to 10,000 rows. Columns:
| Column | Contents |
|---|---|
time | When it happened, in ISO 8601 format |
event | The action, as shown in the audit log (for example Status changed) |
action | The action's code (for example participant.status_changed) |
participant, participantId | The participant it concerns, if any |
actor, actorType | Who did it, and whether that was someone at your organization (employer_admin), FirstSourceTeam (fst_staff) or the system |
source | manual, bulk_import, api or system |
changes | What changed, as Field: old → new, separated by semicolons |
note | Note recorded with the action |
metadata | Extra detail stored with the action, as JSON |
Export the status history
- Go to Reports → Overview.
- Under Export status history, select Export CSV.
- Your browser downloads
fst-status-history-YYYY-MM-DD.csv.
The file has one row per activity entry (status changes, additions, invitations sent, declines) across all participants, newest first, up to 10,000 rows. Columns:
| Column | Contents |
|---|---|
createdAt | When it happened, in ISO 8601 format |
participantId | The participant it belongs to; matches id in the participant export |
participantName | The participant's name |
fromStatus | Status before the change. Empty for entries that aren't a status change: the participant being added, or their invitation being sent |
toStatus | Status after the change |
note | Note recorded with the change |
changedBy | Who or what recorded it, for example System |
This is the participants' status history, the same entries shown on each participant page. It is not the organization-wide audit log.
Every export is logged
Each export adds a Data exported entry to the audit log with your name, the type of export
(participants, audit or status_history), the number of rows, and whether the 10,000-row limit
was reached. An audit log export also records the filters used.
Handling the files
The participant and audit log exports contain personal data: names, email addresses and job details of people who have left your organization. Store and share it under your organization's own data policies.
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