The Export feature makes it easy to customize your data extraction. You can choose exactly which fields you want to export for clients and visits within specific dates. Plus, you can select which active organizations and programs you want to include—deactivated organizations won't show up in the export.
There are two main types of exports you can choose from:
If your organization uses surveys, you can also export survey data. For more information on how to do this, check out the details here.
Full Client Export
The Full Client Export feature lets you create a detailed client list, spot potential duplicate entries, and review the latest demographic information from client profiles—all without needing to dive into visit history.
Here’s how to access and generate your Full Client Export:
- From the left-hand navigation menu, select Administration.
- Click on Exports.
- Choose + New Export, then click + Create Export in the Client Export tile.
- Review and accept the disclaimer at the top of the page.
- Pick your Client Selection Type:
- Clients Created at the Agency: This option exports all clients created at the selected agency organizations within your chosen date range, regardless of their visit history.
- Clients Who Have Visited the Agency: This exports clients who have visited the selected agency organizations within the specified date range.
- Set your date range for the export, or select All Dates to include every client, regardless of when they were created or visited.
- Select the details you want to include from the available sections.
- Finally, choose to Save Template if you want to reuse this setup in the future, or click Export to generate your client list.
You’ll be taken back to the Exports page, where you’ll get a heads-up that your data is being processed. Just keep an eye out for the green checkmark—it means your export is ready. When you see it, click the View icon and pick Download CSV or Download ZIP, whichever format you need. You are now ready to dive in!
Visit Export
Get ready to dive into your data with ease! Once you’ve set your preferences—like fields, filters, organizations, program types, and dates—your custom spreadsheet will be generated in either CSV or XLSX format. Each row in the spreadsheet will capture a single visit, with columns filled with the details you’ve selected. For instance, if John Doe had a visit on December 21, 2019, the spreadsheet will include a row with all the visit details, such as the organization he visited, his name, age (if you chose to include it), assigned provisions, and more.
Ready to create your export? Here’s how to get it done:
- Head over to Administration.
- Click on Exports.
- Hit New Export.
- Select Create Export in the Visit Export section.
- Agree to the disclaimer by checking the box.
- Set your start and end dates.
- Pick the organizations and program types you want to include.
- Choose which fields you want from sections like Main Client, Address Information, Household, Visit Information, and Household Members.
- Use the filters on the right to fine-tune your results before exporting:
- Adjust filters like Age and Date of Birth by selecting a range.
- Toggle options like Ethnicity and Expense Type between “Any” and “All” to pick specific choices.
- Click Estimated Results to preview how many entries you’ll get.
- If you want to save this setup for next time, click Save Template. Your template will be saved under “Your Export Templates” on the Exports page, ready for future use.
- Click Export or Save Template to finish up.
You’ll be taken back to the Exports page with a notification that your data is being prepared. Keep an eye out for the green checkmark that means your export is ready. Once it is, click the View icon and choose Download CSV or Download ZIP based on your preferred file format. You are now ready to dive into your data!