creating a reporter enrollment template

Modified on Thu, 15 Feb 2024 at 03:48 PM


Getting to the Reporter Importer

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts.

  3. On the right, in the More menu, select Import Reporters link.
  4. You can use your own Excel document or create a custom template.

Creating a Custom Template

  1. Find the section called Build Custom Import Template.

  2. Open your panels to choose the fields you’d like included in your custom template, or

  3. Use the Select All option on the right.

    Note: At a minimum, in the Name & Contact Details panel, you must include First Name, Last Name, and Email.

  4. Additional Export Options.

    To make importing reporters as simple as possible, we've included a way for you to export the Field Type (for each field) and the available options for any single-and-multi-select fields you include in your template.

    IMPORTANT: If included, delete these rows before you import your file. 

  5. (Optional) Save Template As.

    To save your template for later use, use the Save Template As section to give it a name.

  6. Click Download Template.


Excel Worksheet Anatomy

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