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Full Name
Type of contact
Date joined organisation
User who added the contact to the organisation
Projects the contact is currently part of
Groups the contact is currently part of
Date the contact was most recently tagged in a story (interaction)
Date the contact was first tagged in a story (interaction)
StepsHow to do it
Select My Apps in the top menu
Select Contacts
You arrive in the Contacts App
Select More Options
Select Download as CSV
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You can download the details of every case on your platform
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StepsHow to do it
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
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You can download attendance figures for your events from the Event Attendance page. The information is presented as a csv file.
Steps How to do it
Select My Apps
Select Events
Select Attendance
Use the People filters to choose which guests you want to see attendance information for
Use the Event filters to choose which events you want to see attendance information for
Press Download to download the table
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This table can serve as a template when you are importing contacts because it has a column for each field that data can be imported into |
StepsHow to do it
Select My Apps in the top menu
Select Contact Forms
Select Field view
You arrive on the Fields per Contact Form page
Press the Download button
Your download is saved as a csv file
Original import files
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You can only download survey responses for a single Master Survey at a time. But the download can include
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Download series analysis: one row per respondent
Open a Survey Campaign (or Multi-project Analysis)
Select the Series Analysis tab
Press the Download CSV button
Download survey responses
When on the Analyse tab of a Survey Campaign page (or , click More Options and choose Download
Alternatively, when on the Survey Analytics page having selected the survey and a project), the Download Responses button appears that lets you download responses as a csv file
Note that the structure of the CSV file is one row per response per respondent
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Download verdicts
If your survey has survey scores and verdicts enabled, you can download those as well.
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You can download your timesheets.
StepsHow to do it
Select My Apps in the top menu
Select Timesheets
You arrive on the Manage Timesheets page
Click the Download button
You can save your download as a CSV file
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