How to Export Your Actions Report

Exporting actions data into spreadsheets is essential for analysis, reporting to leadership, and system integration. This guide walks through filtering, exporting, and using your data.

What Can You Export?

You can export any filtered view of your actions:

• All actions in the system
• Actions filtered by type (only donations, events, etc.)
• Actions from specific date range
• Actions with specific verification status
• Any combination of the above filters

Export Format

Actions export in CSV (Comma-Separated Values) format for:

• Excel, Google Sheets, or spreadsheet software
• Database applications
• Data analysis tools (Tableau, Power BI, etc.)
• Any text editor

Step 1: Open Actions Tab

1. Navigate to Actions.
2. You'll see the activity feed.

Actions module with export button visible

Step 2: Apply Filters

1. Click 'Filters'.
2. Set desired filters.

Scenario 1: All Donations from 2025

1. Action Type: Donation only.
2. Date Range: 1/1/2025 to 12/31/2025.
3. Verification Status: 'Verified Only' or 'All'.

Scenario 2: Unverified Actions This Month

1. Verification Status: Unverified Only.
2. Date Range: Last 30 Days.

Scenario 3: All Actions for Specific Constituent

1. Entity Filter: Type constituent's name.
2. Leave other filters as needed.

Step 1: Find Export Button

1. After applying filters, find 'Export' button.
2. Labeled 'Export'.

Export dialog with column selection and file format options

Step 2: Click Export

1. Click the Export button.
2. Export field options panel appears.

This allows column customization.

If Column Selection Screen Appears

1. Dialog shows available columns.
2. Check boxes for columns to include.
3. Uncheck columns you don't need.

Step 5: Downloading File

1. Click 'Export'.
2. Browser download dialog appears.
3. File named 'Actions_Export_[Date].csv' or similar.
4. Choose save location.
5. Click 'Save'.

In Excel or Google Sheets

1. Locate downloaded CSV file.
2. Double-click to open or right-click > 'Open With'.
3. Spreadsheet displays with data in rows and columns.

Data Layout

• Row 1 (header): Column names
• Rows 2+: Action records, one per row

Task 1: Sum Donations by Fund

1. Filter Action Type to 'Donation'.
2. Export all donations.
3. Create pivot table or use SUMIF to sum by Fund.
4. Shows total donations per fund.

Task 2: List Top Donors

1. Export all donations.
2. Use pivot table to sum per constituent.
3. Sort by amount descending.

Task 3: Monthly Summary Reports

1. Export actions for desired time period.
2. Use formulas: =SUM(), =COUNTIF(), =AVERAGE().
3. Create charts for leadership reporting.

• Tip 1: Export in format requested. If they want Excel, convert CSV to .xlsx first.
• Tip 2: For board reports, include summary page with key metrics, not just raw data.
• Tip 3: Automate regular exports if system supports it.
• Tip 4: Use exported data to identify trends and insights.