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Exporting data from your script

How to run the Unified Script Export and Reponses by Date Report and interpret the results

R
Written by Russ Oster
Updated over 4 years ago

If you'd like an export of all the raw data available from your knocks and surveys, you'll want to look at either the Unified Script Export or the Reponses by Date Report. These reports provide the same details for each event, the only difference is the Reponses by Date Report will only provide data for successful surveys, while the Unified Script Export will provide data for every knock that occurred, in addition to successful surveys.

Running the report

To get started, click the Reports button after logging in. Next, pick which of the two reports you want to run. In this example we'll run the Unified Script Export.

Enter a date range and select which script you'd like to run the report for. If your script captures signatures and/or pictures, check the appropriate box if you'd like to include those with your report download. 

Next, click either Export to Excel or Export to Zip. If you're downloading images, you must export as a Zip. Your download will start immediately. 

Note: if your script has a large amount of data, you may want to run the report for a smaller date range at a time. For example, instead of trying to export an entire month's worth of data at once, you could break it up into weeks. 

Interpreting your data

Once you've opened your report, you'll be presented with all the raw data for the date range. There will be a row for every event that occurred, and a column for each bit of information available.

The first block of columns will include information about when and where the event occurred, which canvasser completed the survey, how long it took, and more. Then you'll get data about the subject (name, address, phone number email), and finally any information that was collected if a survey occurred. This will include answers to any questions in the script.

Customizing the report with a template

If you'd like to adjust the order in which the columns are listed, or to exclude any, you can do so with a script property. Navigate to the script you'd like to set the template for, and add a new property. Make it a General Script property, with the name UnifiedExportReport_Template. Finally, in the value field, list out each column you want to display, in the order you want to display them, separated by commas with no spaces. Ensure the columns are named exactly as they are in the script editor.

Click Update to finish. This template will apply to both the Unified Script Export and the Reponses by Date Report.

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