If you happen to be an admin of a network of subgroups, you are able to run reports and export the data on all of them.
This article will cover the following:
- What Type of Data Can I Export?
- How to Export Data from a Grid
- How to Export Data from the Group Admin Dashboard
- Helpful Tips/Tricks for Exporting Data
- YouTube Tutorial - Exporting Data Overview
What Type of Data Can I Export?
As an admin, you can export the following types of data:
- Event/Registration Records
- Impact/Service Hour Records
- User/Membership Records
- Course Records
- Subgroup Records
- Affiliate Records
Note: Most data exported from GivePulse will be listed in a CSV file.
How to Export Data from a Grid
Most data is exported from an admin grid. In the steps below, a sample export will be conducted on the Mange Impacts Grid.
From the Group Admin Dashboard, navigate to the grid from which you wish to export data.
Next, use configure layout to customize the information visible on screen. Once the appropriate columns are present, you can apply filters, such as a date range, or other filters specific to the columns you have visible.
Click the Blue Actions > Export to export data from the grid.
You can either export all data or just the data that is visible to you on the current screen.
Click Export to produce a CSV file of the data. (Note: If the export is a large file, the system may need a few minutes to process the export. In this scenario, you will be notified via email once your file is ready for download).
How to Export Data from the Group Admin Dashboard
If you wish to export data quickly without the need to filter first, there are a few options for exporting information from the Group Admin Dashboard.
- Export Users: From the Group Admin Dashboard, navigate to Users > Export Users. This will enable you to view all information associated with users in your group.
- Export Events: From the Group Admin Dashboard, navigate to Events > Export Events. This will enable you to capture a quick summary report of events within your group.
- Export Impacts: From the Group Admin Dashboard, navigate to Impacts > Export Impacts. This will enable you to view all impacts associated with your group.
- Export Subgroups or Affiliations: From the Group Admin Dashboard, navigate to Network > Export Subgroups or Network > Export Affiliations. (Note: if you are a school or university, classes would be an option). This will enable you to export information related to your subgroups or your affiliates.
Helpful Tips/Tricks for Exporting Data
- Use Filters to Isolate and Sort Data: Use dropdown menus, date ranges, and other filter options available to you to filter for the data you are most interested in viewing. For example, if you're viewing impacts, you can sort for impacts that are verified by selecting that option within the column's dropdown menu.
- Sort Columns in Ascending or Descending Order: Depending on the custom field, the grid can be sorted to show those values in an ascending or descending order. Click on the column header once to sort in ascending order and double click the column header to sort in descending order.
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Exporting Data Involving Custom Fields: When exporting data with custom fields, expect the format 'CUSTOM FIELD NAME (CF) [CUSTOM FIELD_ID_NUMBER]'. For example, the field below is titled/named 'Color'.
- (CF) = Custom Field (this means it is a created field, not a default field)
- [12345] = Custom Field ID assigned
Color (CF) [12345]
YouTube Tutorial - Exporting Data Overview
For more information about exporting data, please view the YouTube tutorial below:
If you have any questions, please Submit a Support Ticket.
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