Data Export

Contents

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, Additional Contacts, Official and Trial Decisions, etc. from submitted applications, Proposal ID, Pre-Screening

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

Applicant 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

Official Decisions Report

Program 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.

Conflict Report

Reviewer conflict statements

Invoice/Payment Reports

Invoice Payment Summary, Invoice Reports, Payment Reports

Contract Signatures

Signatures on a contract

Applicant Contact and General Application Information

Application ID, Applicant Name, Addresses, Phone number, Email, Requested Amount, Pre-App Submitted, App Submitted

Tagged: Jul20