exporting reporter data (abridged for email)

Modified on Tue, 22 Aug 2023 at 01:46 PM


Video Resource: 

To access the Reporter data export:

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

  2. On the right, under Additional Reports, click Reporter Data.

  3. In Step 1, use the drop-down menus to select your start (From) and end dates (To).

  4. If you need to export data from specific reports during the selected date range, select those reports by clicking you can use the Select specific reports from this period (optional).

  5. To move to the next step, click Set.

  6. Next, in Step 2, select what data you would like to include:

    - All Data: Includes all data for each of the reports you selected.

    - Saved Selections: Includes a saved, customized selection of data.

    - Customize: Choose specific data points you need.

  7. Click Set to save your selections.

  8. Next, in Step 3, select the reporters to include.

    - All Reporters with Data During the Selected Date Range
    Remove reporters who were assigned to any reports you selected, but who did not complete a report, by unchecking the box, “Include reporters with no data”.

    - Individual Reporters Who Reported Data During the Selected Period
    Choose reporters from a list.

    - Reporters by Site
    Choose sites from a list.

  9. Click Set to save your selections.

  10. In Step 4, select what data you would like to include:

    - Use a Saved Export Option: Includes previously-saved formats, if any.

    - Customize: Pick and choose from the available worksheets and options.

    - Raw Data: Select the metadata worksheets you would like to include.

  11. Click Set to save your selections.

  12. Once each step has a green check-mark, click Export to Excel.

  13. A window will appear showing you the progress of the export.

    You can close the window and the system will email you when your file is ready, or you can keep the window open and wait for the Download link to appear.

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