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

Data Tab: Standard Reports & 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
Want to learn even more?

All ZoomGrants administrators are invited to join our Tuesday Trainings – weekly training webinars that help administrators learn about how to set up and manage their programs. Learn more here.

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