How to Export the Shoobx User List or the Shareholder List

This article explains how to perform two distinct yet similar processes in Shoobx: (1) exporting a list of your users and (2) exporting a list of your shareholders.  

How to Export a List of Your Users

The User Directory is the best way to view the list of users associated with your company, including their access privileges and lots of other useful information. You can download the directory into an Excel spreadsheet using the steps below.

STEP ONE: Click on the Directory panel that appears on the dashboard.

STEP TWO: Click on the "Export Users" button or the "Export Users and Companies" button, depending on your interests.

STEP THREE: You can now find the excel file in your downloads and open it up to see the list of users, their emails, the date they were created as a user, their address, what Shoobx access level they have, and their department.

How to Export a List of Your Shareholders

Shoobx offers the ability to export your Stock Ledger, which contains a list of all the individuals and entities that own stock in your company. The exported Stock Ledger also contains each shareholder's number of shares, issuance basis, status, stock class, email and user ID.

STEP ONE: Click on the "6 More" dropdown menu on the Equity & Financing panel on the dashboard and then select "Stock Ledger."

STEP TWO: Click on the "Export Ledger" button on the top left of your Stock Ledger screen.  

STEP THREE: You can now find the excel file in your downloads and open it.

Additional Resources:

Navigating Shoobx

Viewing and Granting User Permissions

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