Data you can export and download data records from Makerble
Contacts
You can download
Tables of contacts
Information about a single contact
Download tables of contacts
You can download your contacts. The contacts included in your download will be the contacts that match the criteria you have set using the Contact Filters.
Download the Overview table
What the spreadsheet will contain
The Overview table is the first page you arrive on within the Contacts App. It contains the default columns:
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
What the spreadsheet will contain
The fields used on your Contact Forms are displayed on the Details tab
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.
Download the Progress Trackers tab
You can export the content by clicking the More Options and selecting Download as csv.
Download a Custom Table
If you have created a Custom Table, you can download the contents of that table
You can export the content by clicking the More Options and selecting Download as csv.
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
Download charts relating to contacts
Watch the walkthrough: https://www.loom.com/share/071a253590ca48deb1176439c757faff
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
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
Fields per Contact Form
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
You can only download survey responses for a single Master Survey at a time. But the download can include
multiple responses per contact (e.g. their Before and After responses)
responses from across multiple projects (if multiple projects are using that same Master Survey)
Download responses
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
Download verdicts
If your survey has verdicts enabled, you can download those separately
On the Survey Campaign page, select the Verdicts tab
Press the Download button
Your download is saved as a csv file
Timesheets
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