Save Segments and Export Participant Data

TABLE OF CONTENTS

• Walkthrough
• Creating Participant Segments
• Excel Export Features

Walkthrough

Creating Participant Segments

Here are the steps for creating a Participant Segment: 

1. On the left-hand side of your Mission Control, click Participants, Staff, & Service Sites.
   
   

2. On the right, click Manage participant accounts.
   
   

3. Towards the top-right, use the More drop-down menu to select Export Participants.

4. Choose how you’d like to organize your roster:
   

5. On the right, click the Select Fields to Include button.
   
   

6. Next, choose the fields you’d like to include by opening your panels and checking the boxes to the left of each field. (If you want to include all available fields, on the right, click the Select All Fields link.)
   As you add fields, you’ll notice that the preview table at the bottom of the page will adjust to display the new information.
   

7. Add any filters by clicking the Show Filter link in the blue box above the table:

   • To export your segment, click Export to Excel.  Be sure your web browser’s settings allow pop-ups from the americalearns.net domain.
     
     

8. Choose the first field to Filter By, choose your Operator*, and then insert any relevant Value**.
   
   *The Operator is dependent on the field type.
   ** For Value, use the magnifying glass to select options from single-and-multiselect fields.
   
   

9.  Click the Add link to update the filter.
   
   

10. Click the Apply Filter button to update the table. Now the table will show only the participants who meet the condition of your filter.
    
    
    

11. To create a logical string of more than one filter request, the system will begin to build a pattern using AND/OR statements. You can update the AND/ORs using the drop-down on the left side. 
    
    

    • Add additional filter options by clicking the Add button.
      
      
    • Edit the logic pattern by click the Edit Pattern link.
      
      

12. Saving a Participant Segment is easy.
    
    In this space, give your Participant Segment a name (no special characters accepted) and click the Save button. 
    
    
    

13. When you want to access the saved Participant Segment, you'll find it at the top of the page, here: 
    
    

Excel Export Features

When you Export to Excel your worksheet will include a totals row at the bottom. This row will be extremely useful when you need a quick view of your stats.