Database Information

My Database Information 

Overview 

 Birkman Direct allows you to retrieve a CSV spreadsheet of the respondents in your database. 

The CSV file provides you will a list of everyone who has taken the questionnaire in the account, as well as everyone who has been transferred in.     

How to run this report    

• Log into your Birkman Direct account (https://direct.birkman.com/) using your Username and Password.   
• Select DATABASE INFORMATION under MY ACCOUNT 

To retrieve a spreadsheet of the respondents in your database, click CSV file 

• If you have sub-accounts, there will be a separate button for each account
• OR you can click the CSV file dropdown next to All Companies button to retrieve your entire database in one file. 
• We recommend that you use the All Companies option which will provide you with all data. These CSVs are editable so you can sort & filter to manipulate the sheet to your needs. 

Types of CSV files to run  

• To obtain a CSV of all individuals – including transfers and all sub-accounts – select All Companies 
• To obtain a CSV of all individuals transferred into the company, select Released to Me.  
• To obtain a CSV of all individuals within a sub-account, select CSV file next to that sub-account 
• To obtain a CSV of everyone to whom you have sent a questionnaire, select Questionnaires I Have Authorized. This will include completed & not completed questionnaires.