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Exporting Member Data in QuotaPath

How to export and view Member data

Exporting Member Data in QuotaPath

Admins can download a complete snapshot of everyone in their QuotaPath workspace as a CSV file, directly from the Members page.

Who can use this

The Export Member Data button is only visible to workspace Admins. Team Managers and Members do not have access to this feature, even if they can view the Members page in other capacities. This restriction exists because the export includes sensitive information, including base salary and variable pay figures for each user.

Where to find it

  1. Log in to QuotaPath and go to Members on the left hand navigation menu.

  2. Above the member list on the right, click Export Member Data.

  3. The CSV downloads immediately.

The download will always include all Members, regardless of status and regardless of any filtered list you're currently viewing on the Members page.

What's included in the export

Each row represents one workspace member, with the following fields:

  • Full Name – the member's display name (blank if they haven't accepted their invite yet)

  • Email – their login email

  • Employee ID – an internal ID field, if you've added it

  • Last Visit Date/time – the last time the member logged into QuotaPath

  • Title – the job title or level chosen at first log-in (e.g., "C-Level," "Non-Manager")

  • Currency – the currency the user is paid in. Workspace currency if only one currency in use.

  • Role – their workspace role: Admin, Manager, or Member

  • Status – active, pending, or archived

  • Added Date – when they were added to the workspace

  • Invited Date – when an invite was sent (if applicable)

  • Activated Date – when they accepted their invite and activated their account

  • Deactivated Date – when they were archived/deactivated, if applicable

  • Base Salary – the member's base salary, if entered in QuotaPath

  • Variable Pay – the member's variable/on-target pay, if entered in QuotaPath

Why it's useful

Because the export includes role, status, and compensation fields side by side, admins commonly use it to reconcile who has access to the workspace, confirm base salary and variable pay are set up correctly for commission calculations, and track pending invitations or recently archived users during offboarding.

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