exporting program-wide data to CSV

TABLE OF CONTENTS

• Access the Program-wide Data Export 
• Step 1: What would you like to do?
• Step 2: Select a Date Range
• Step 3: Select Data to Include (Saved Selections and Export Options)
• Step 4: Export Options
• Save this Export Option As...

Access the Program-wide Data Export 

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

2.   On the right, under Additional Reports, click Program-wide data. 

Step 1: What would you like to do?

In this step choose to view data on-screen, export data to Excel, or export data to CSV.
  

1. Choose Export Data to CSV.
   
   
2. To move to the next step, click Set.

(Need to View Data on-screen? Check out this article. Need to Export Data to CSV? Check out this article.)

Step 2: Select a Date Range

1. Use the drop-down menus to select your start (From) and end dates (To).
   
   
2. If you need to export data from specific reports during a given period of time, enter that time in the To and From menus, and then select the specific reports by clicking Select specific reports from this period (optional).
   
   
3. To move to the next step, click Set.
   

Step 3: Select Data to Include (Saved Selections and Export Options)

Here's where you'll select the specific data points to include.
  

1. Options
   • All Data: Includes all data for each of the reports you selected.
     
     
   • Saved Selections: Includes a saved, customized selection of data. (See: Saved Selections below.)
     
     
   • Customize: Choose individual data points.
     
     When you customize the data to include, you’ll see an option at the bottom to save your selection, like this:
     
     
2. Click Set to save your selections.
   
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Saved Selections

[You must have the correct staff role permissions to perform these actions.]

The Saved Selections option allows you to decide which staff members will have access to the selection (Only you, All staff with access to this section, You and staff by role).

Additionally, you can make Saved Selections available in other report types: Site, Program-wide, Association, and Group Reports.

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Step 4: Export Options

Here's where you'll tell the application how to format your data in the spreadsheet.  You can use saved export option or customize (and save) a new one.

 

1. Options:
   • Use a Saved Export Option: Includes previously-saved formats, if any.
     
     
   • Customize: Pick and choose from the available columns.
     • a) Select each column you'd like to include (Use Ctrl on your keyboard to select multiple items at once). (For more information about Available Columns see this article for definitions of each column variable.)
       
       
     • b) Use the arrows to move the items from Available to Selected.
       
       
     • c) Optionally, use the Save this export option as field (see below) to save the options by giving it a name.
       
       
2. Click Set to save your selections.
   
   
3. Once each step has a green check-mark, click Export to Excel.
   
   
4. A window will appear showing you the progress of the export.
   Keep the window open until the file is ready, or close the window and wait for a download link to show up via e-mail.

Save this Export Option As...

The Save this export option as section allows you decide who these options should be available to (Just you; All staff with access to this section, or You and staff by role).

Additionally, you can make Saved Export Options available in other reports: Site, Program-wide, Association, and Group Reports.