including group field data and listing the name of reporter(s) when exporting your report data

Including Group Field Data and Listing the Name of Reporter(s) when Exporting Your Report Data

You can include your Field data as well as the names of reporters on the Totals tab of your Group exports.

Here’s what it looks like:

 Here’s how to do it: 

1. On the left, in your Mission Control, click Report Data.
   
   

2. On the right, select Our Groups.
   
   

3. Choose your group(s) and click Get Data.
   
   

4. You can ignore the top section: Optional: Limit by Group Field
   
   

5. Next, in the Select Group Options to Include section, us the "Include any selections (or's)" option, and then select the Identifiers to include in the export.
   
   

   

   
   

6. In the Select Data to View or Export section, choose which data to include in your export.
   
   
7. Next, select the time period the report should cover.  (As a reminder, the Select specific reports from this period link can be especially helpful for pulling longitudinal data.)
   
   
8. Under the Viewing and Exporting Options section, choose Export to Excel.

Select Customize a Selection.

Select these options: 

• Totals (a summary of your quantitative data points);
  
  
• List selected Attributes for each Identifier.
  Use this option to select and include Attribute data for your beneficiaries/projects (Type 3 Associations) that also have report data.
  
  
• Break out by reporters who reported data. Use this option to list the name(s) of the reporter(s) submitting data for each beneficiary/project (Type 3 Association).

9. If you only need the Totals tab, click Export to Excel.

10. If you need to the Raw Data tabs, here’s a quick review of the other options in this section. Once you select the columns to include, you will click Export to Excel:

• Field Totals
  This option breaks out your quantitative data by Attribute.
  
  
• Raw Data for Individual Questions.
  
  
• Select the columns to include from the Available Columns table. (For an explanation of each column, see the chapter called Exporting Report Data and the section called understanding raw data worksheet column headings.)
  
  
• Use the up/down buttons alongside the Selected Columns table to set the order in which the columns will be displayed in your export file.
  
  
• If you think that you’ll be making the same column selection again in the future, use the Save Selection As section to save the column selection and reuse it later.

11. Quick reminder on exporting data.
    
    These reports involve a significant amount of on-demand processing and can take several minutes (and in some cases, several hours) to generate.
    
    Remember that the Impact Suite will send an e-mail to you with a link to download your custom report as soon as it’s ready.
    
    Alternatively, you can stay logged into the Impact Suite and wait for the report to process.