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You can export a PDF of a single contact’s record by going to their Contact Profile Page and selecting the Print PDF button
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Download charts relating to contacts
Watch the walkthrough: https://www.loom.com/share/071a253590ca48deb1176439c757faff
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Download demographic and characteristics charts - from the Splits tab
Every chart can be downloaded as an image.
Click the three line “burger menu” to access the download options: PNG, JPG and PDF
Download productivity charts - from the Productivity tab
Every chart can be downloaded as an image.
Click the three line “burger menu” to access the download options: PNG, JPG and PDF
Cases
Download the Caseload table
You can download the details of every case on your platform
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Select My Apps in the top menu
Select Cases
You arrive on the Manage Cases page
Press Download
This will download the table. It contains:
a row for each case
a column for each field used in your Case Forms
Download charts relating to cases
Go to the Charts tab of the Manage Cases page
Every chart can be downloaded as an image.
Click the three line “burger menu” to access the download options: PNG, JPG and PDF
Events
Select My Apps in the top menu
Select Events
You arrive on the Manage Events page
Select Download
Your download is saved as a csv file
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