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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)
Steps
Select My Apps in the top menu
Select Contacts
You arrive in the Contacts App
Select More Options
Select Download as CSV
Download the Details table
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The fields used on your Contact Forms are displayed on the Details tab
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You can export the content of each of the main tabs on the Contacts page by clicking the More Options and selecting Download as csv.
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You can export the content by clicking the More Options and selecting Download as csv.
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Download information about a single contact
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 Demographics or Compare Demographics 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
Download the table view of a chart
If you want to rebuild the charts yourself in spreadsheet software, you can
switch to Table view
use Drag-&-Drop to select the contents of the table
press CTRL+C on Microsoft Windows (CMD+C on Apple Mac) to copy the table
open your spreadsheet software
press CTRL+V on Microsoft Windows (CMD+V on Apple Mac) to paste in the table
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Cases
Download the Caseload table
You can download the details of every case on your platform
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Steps
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
Event information
You can download a table containing information about your events, e.g. name, start time, end time, etc.
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
Event Attendance figures
You can download attendance figures for your events. The information is presented as a csv file.
Steps
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
Fields per Contact Form
You can download a table that shows the fields used in each Contact Form. The table contains:
a column for each field
a row for each Contact Form
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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 |
Steps
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
If you have imported data into Makerble using a csv file, you can download the original csv file from Makerble once the import is complete
Select My Apps in the top menu
Select Imports
Press the Download button next to the original file you want to download.
Surveys
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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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When on the Analyse tab of a Survey Campaign page (or 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
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Download verdicts
If your survey has survey scores and verdicts enabled, you can download those separatelyas well.
On the Survey Campaign page, select the Verdicts tab
Press the Download button
Your download is saved as a csv file
Timesheets
You can download your timesheets.
Steps
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