Exporting Your Monthly Report Data

TABLE OF CONTENTS

• Video Walkthrough
• Navigating to Your Grantee Staff Account
• Exporting Monthly Report Data

Video Walkthrough

Navigating to Your Grantee Staff Account

In the Youth Service Corps (Grantees) Impact Suite, you’ll have a staff-level account (Role: Grantee Staff) to export your monthly grant activity report data to Excel.

Let's get a refresher on how to get there. 

To log in directly to your Grantee Staff account, choose this path.

1. Head to either the general login page or Youth Service Corps (Grantees) Impact Suite. 
2. When asked, choose the Account Type: Grantee Staff. 

If you are already logged in, you can get to your Grantee Staff account on the Youth Service Corps (Grantees) Impact Suite using the 'my accounts' drop-down menu. Here: 

Exporting Monthly Report Data

After completing at least one monthly report, you will be able to export your monthly report data to Excel.

Here are the steps:

1. On the left, in your Mission Control, click Report Data. 
   
   
   
2. On the right, click Partner data. 
   
3. Step 1: Select a Date Range - Unless you are looking for a specific month's data, use the 'From' drop-down to select the old date range. (The 'To' date range will be the most currently submitted period.)
   
   Click Set. 
   
4. Step 2: Select Data to Include - You'll likely want to select 'All Data,' but optionally, you can use 'Customize' to select individual questions. 
   
   Click Set.
   
   
5. Step 3: Included Partners - All Partners will export all of the data for any Grantee you are assigned to, or you can pick the partners you'd like to include. 
   
   Click Set. 
   
   
   
6. Step 4: Export Options
   1. Select Use a Saved Export Option.
   2. Then, select Grantee Staff Export (Created by Ron Raymond).
      Click Set.
      
      
7. Once all steps are complete, click Export to Excel.
   
   
8. A pop-up window will appear (ensure pop-ups aren't being blocked in your browswer).
   You can wait for the Download link to appear, or close the window and a link to the report will be emailed to you.