{"id":139,"date":"2017-08-07T20:11:26","date_gmt":"2017-08-07T20:11:26","guid":{"rendered":"http:\/\/help.zoomgrants.com\/?post_type=ht_kb&p=139"},"modified":"2020-11-04T12:43:48","modified_gmt":"2020-11-04T19:43:48","slug":"data-export","status":"publish","type":"ht_kb","link":"https:\/\/help.zoomgrants.com\/index.php\/zgu\/data-export\/","title":{"rendered":"Data Export"},"content":{"rendered":"\n

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

How It Works<\/h2>\n\n\n\n

Creating Custom Reports<\/h3>\n
\n

One way of exporting your data is to create a Custom Report<\/a><\/strong> that sends the results to an exported .CSV (spreadsheet) file.<\/p>\n

For help manipulating CSV data, do a web search for resources, or check out one of our resources here: CSV Manipulation<\/a>.<\/em><\/p>\n<\/div>\n\n\n\n

Using ZG Standard Reports & Exports<\/h3>\n

Dashboard > Data Tab >> Standard Reports and Exports<\/em><\/span><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Application & Review Data – CSV Exports<\/h4>\n \t\t
\r\n \t\t\t
    \r\n \t\t\t\t \t\t\t\t\t
  • Data Tab<\/li>\r\n \t\t\t\t \t\t\t<\/ul>\r\n \t\t\t \t\t\t\t
    \r\n \t\t\t\t\t
    \r\n \t\t\t\t\t\t

    You can also click into the Data tab to use our Standard Exports<\/strong> to quickly download the following data sets in .CSV format:<\/p>\r\n \t\t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n \r\n \t\t

    \r\n\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Full Applications<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tAll Application Question content, Budget information, Activity Log, etc. (does not include document attachments or data from the Tables tab) from submitted applications\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Contact Fields<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tApplication Title, Organization Name, Applicant Contact information, Executive Director\/CEO Contact Information, Additional Contacts, Official and Trial Decisions, etc. from submitted applications, Proposal ID, Pre-Screening\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Raw Scores, Votes & Comments<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tScores, Votes, & Comments from your Committee\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n\n\n\n

    Document Attachments – ZIP Files<\/h4>\n

    All Document Attachments<\/strong> (.ZIP file) \u2013 All attached documents \r\n \t\t

    \r\n\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Downloading Linked Files<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tThis 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 \u201cLink:\u201d) to navigate to and download that file.\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Downloading Files from One Application<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tExport 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.\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t<\/p>\n\n\n\n

    Exportable Reports Viewable Online<\/h4>\n

    Additional, there are several standard reports that can be viewed online and exported to an Excel file, including:<\/p>\n \r\n \t\t

    \r\n\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Application Settings<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tApplicant First Name, Last Name, Email Organization, Application Title, Submitted Official Decision, Official Award, Trial Decision Trial Amount, Pre-App Submitted, Pre-App Decision, Notified\/Decision Viewable, Open for Editing, Primary Contact\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Official Decisions Report<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tProgram Title, Organization Name, Application Title Applicant Email, Request Amount, Date Submitted, Official Decision, Official Amount Decision, Viewable to Applicant, ZoomGrants Application ID No., ZoomGrants Recipid No.\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Conflict Report<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tReviewer conflict statements\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Invoice\/Payment Reports<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tInvoice Payment Summary, Invoice Reports, Payment Reports\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Contract Signatures<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tSignatures on a contract\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\t
    \r\n\t \t\t\t\t
    Applicant Contact and General Application Information<\/div>\r\n\t \t\t\t\t
    \r\n\t \t\t\t\t\t
    \r\n\t \t\t\t\t\t\tApplication ID, Applicant Name, Addresses, Phone number, Email, Requested Amount, Pre-App Submitted, App Submitted\t \t\t\t\t\t<\/div>\r\n\t \t\t\t\t<\/div>\r\n \t\t\t\t<\/div>\r\n \t\t\t \t\t\t\r\n \t\t<\/div>\r\n \t\t\n","protected":false},"excerpt":{"rendered":"

    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…<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17,38,27],"ht-kb-tag":[81],"class_list":["post-139","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-for-admins","ht_kb_category-all","ht_kb_category-postdecisionadmin","ht_kb_tag-jul20"],"_links":{"self":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/comments?post=139"}],"version-history":[{"count":20,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/139\/revisions"}],"predecessor-version":[{"id":2801,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb\/139\/revisions\/2801"}],"wp:attachment":[{"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/media?parent=139"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=139"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.zoomgrants.com\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}