Data Export

If you need to export your data for archival purposes or you want to get into some serious data manipulation, click into the Data tab, where you can export your data at any time.
 

How It Works

Creating Custom Reports

One way of exporting your data is to create a Custom Report that sends the results to an exported .CSV (spreadsheet) file.

For help manipulating CSV data, do a web search for resources, or check out one of our resources here: CSV Manipulation.

Using ZG Standard Reports & Exports

Dashboard > Data Tab >> Standard Reports and Exports

Application & Review Data – CSV Exports

You can also click into the Data tab to use our Standard Exports to quickly download the following data sets in .CSV format:

Full Applications
All Application Question content, Budget information, Activity Log, etc. (does not include document attachments or data from the Tables tab) from submitted applications
Contact Fields
Application Title, Organization Name, Applicant Contact information, Executive Director/CEO Contact Information, Official and Trial Decisions, etc. from submitted applications
Raw Scores, Votes & Comments
Scores, Votes, & Comments from your Committee

Document Attachments – ZIP Files

All Document Attachments (.ZIP file) – All attached documents

Downloading Linked Files
This ZIP file does not include linked files. To download all of the linked files more easily, run a printer-friendly custom report that pulls the Document Attachments field data, then click on each linked file (denoted by the word “Link:”) to navigate to and download that file.
Downloading Files from One Application
Export a .ZIP file of the attached documents on a specific application by clicking into the Documents tab then clicking the Download All Attachments button at the bottom of the page. Linked files should be downloaded separately.

Exportable Reports Viewable Online

Additional, there are several standard reports that can be viewed online and exported to an Excel file, including:

Application Settings
Application Title, Date Submitted, Decisions, Pre-Application Submit Date and Decision, "Notify" Setting, "Open for Editing" setting, Assigned Primary Contact, etc.
Official Decisions Report
Application Title, Requested Amount, Date Submitted, Decisions, Application ID #, etc.
Conflict Report
Reviewer conflict statements
Invoice/Payment Reports

  • Invoice Payment Summary
  • Invoice Reports
  • Payment Reports

Contract Signatures
Signatures on a contract
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