After familiarizing yourself with the portal, you will see several areas where a download button appears in the top right section of the screen. These are the areas where exportable data exists.
This data is extremely useful for your institution. For instance, your team can use it in meetings, send full reports to other functional areas across campus, and use the data in your own assessment projects.
FOR EVENT DATA
Step 1: Access the admin area by clicking on the person icon and "Admin"
Step 2: Click on the content icon on the left hand side of the screen.
Step 3: Click the Events section to see your institutions event calendar.
Step 4: If necessary, update the time parameter in the top bar to show events from the past (you will want to update to a past date)
Step 5: Click the Export Registrants button on the far right.
FOR PROFILE DATA
Step 1: Access the admin area by clicking on the person icon and "Admin"
Step 2: Click on the users icon on the left hand side of the screen. Then click Users.
Step 3: Click the export users button on the far right which will redirect you to the export users page
Step 4: Click the new user export button on the top right corner of the export users page
Step 5:Input your report name and select which criteria you'd like to include in your export file. You can include: any communities, user role, Parent Promoter Score Percentile, Activity Date, Profile Field Value, and more. Click the Select Criteria blue button to choose other criteria.
Once selected, click the "next, select fields" button.
Step 7: Select profile fields to include in your user profile report. You can also navigate to the bottom of the page to include community membership details if you'd like.
When you're done, click the green "done, create report" button.
Step 8: Congrats - you just created a user profile report within CampusESP! Click "download file" to generate a CSV file of the data. You can also click regenerate file at any time to create an updated file with the same settings.
Optionally, you can automate this report to be emailed to you on either a daily, weekly, or monthly basis. Be sure to input your email to be sent in the automatically generated reports.
