How to export Dashboard data to CSV

Learn how to bulk export dashboard content, such as: events, enrollments, groups, sessions and others to CSV

Chris Ramlow avatar
Written by Chris Ramlow
Updated over a week ago

This article is best for system administrators. Too small? Click here.

If you're a system administrator, you might be familiar with the dashboard, a place where we store tables full of your system's data.

If you're new, take a look at our article: How to organize and edit content through the Dashboard to get more information!

In the dashboard, you'll find a quite nifty feature that allows admins to export that data to CSV formatting. Let's go over the basics here:

Exporting CSVs

For that, you should head over to the Dashboard, select your dashboard of choice and click the Export CSV button. After that you should receive an e-mail with a download link you can click at to get your file.

Now, that's the most basic export you can do. The cool thing is that you can also apply filters to your exports and they will reflect in your output file:

Supported Exports

We currently support the following CSV exports:

  • Events

  • Event Types

  • Event Enrollments

  • Program Sessions

  • Program Session Enrollments

  • Mentorship Sessions

  • People

  • Groups

  • Survey Responses

  • Locations

Output Files

You can also customize the output files' columns for your instance's exports, although you'll need to contact support for that.

"Nice to knows" about formats

Here are some general guidelines the system follows when building CSV exports:

Booleans

Will be exported as 0 or 1. Example: event is online, column "is_online" = 1.

Enrollment Statuses (for Event Enrollments export only)

We format the output for enrollments statuses according to the chart below:

  • Default status: "Unknown"

  • Event was deleted: "Event Cancelled"

  • User is/was not going or unanswered: "Dropped"

  • User is/was in in-person waitlist: "Waitlisted"

  • User is/was in online waitlist: "Waitlisted Online"

If the event is upcoming:

  • User is going in-person: "Enrolled"

  • User is going online: "Enrolled Online"

If the event has passed:

  • User is checked in and self check-in (Settings > Event Settings > Self Check In) is turned off: "Attended Confirmed"

  • User is checked in and self check-in (Settings > Event Settings > Self Check In) is turned on: "Attended"

  • User did not check in: "No-show"

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