Exporting Accomplishments

Video Tutorial

Export All Accomplishments

1. Click on the View Data button on the dashboard.

2. Click Export.

3. Select Export All Fields with Current Filters. Since you have not applied any filters, all data will be exported.

   It’s probably better to export all fields at the start, rather than specific (filtered) entries. Then you can create and modify any filters you apply in Excel without having to go back to the source data to do an additional export if you discover you don’t have everything you want.

4. Select the Observer entries you want to export. If you want to export all versions, check the top checkbox.

   In nearly all cases, you will want to export all three Observers and update the three responses, most of which will exist in triplicate. This keeps the Observer data aligned between observers. The exception is scoring for the Code field. You should only see a response in Observer 1 for Code, unless an entry has been scored. If it has, you’ll see data in Observer 2 (and potentially Observer 3). Those responses may or may not be aligned with Observer 1, depending on what the scorer has determined. You can read more about Secondary Scoring in the Administration section.

5. Click Export.

Export Specific Entries

1. Click Filter Accomplishments and select the filters you want, e.g., date range and observer.
2. Click Apply Filter.
3. If you only want to export fields in a Saved View, then select that Saved View from the View dropdown menu.
4. Click Export.
   • Select Export All Fields with Current Filters if you did not apply a Saved View.
   • Select Export Current View Only if you applied a Saved View. This will export only the fields that appear in your Saved View, and that match any filters you have applied.
5. Select the observer entries you want to export. If you want to export all versions, check the top checkbox.
6. Click Export.

Working with Exported Data in Excel

There are some tasks that can make your export document easier to use. We recommend everyone at least save the document as an Excel file (steps 1-3). Use these other tips if they seem helpful to you:

1. Open the downloaded .csv file. (It will automatically open in Excel.)

2. Enter the file name and select Save As > Excel Workbook.

   Note: .csv files are unformatted. If you wish to work with data filters, sort filters, or colored rows and columns, you must first save your file as an Excel document (.xlsx) to retain any formatting changes you make.

3. Click Save.

4. Select the header row of the document.

5. To search or sort by any column: click Data > Filter.

6. To display the header row at the top of the document as you scroll down:

   • Select the header row again.
   • Select View > Freeze Panes.
   • Select Freeze Top Row.

7. Click Save to save all your updates.