This document gives instructions on how to run a query and export any of your data into a spreadsheet if you need to view or manipulate the data outside of the Engaging Networks account.
If you want to run a data export, go to Data & Reports > Export.
Select a Query
When you arrive at the Export Supporter Data screen, you will be presented with two options
- Choose a saved query
- Create a new query
New queries allow you to create a query using various filters to identify specific groups of supporters in your Engaging Networks data. You will then be able to export your data into a file format of your choice.
Click the “New Query” tab to load the “Query Builder“
The query builder allows you to select groups of supporters for your export.
Run the Query
Once you have chosen your data filters, you can choose to use the query immediately or preview the query to see how many supporters match the filter.
If you would like to immediately use the query, just click the “Use Query” button to proceed to the “Export Options“.
If you would like to preview the query instead you can click .
You will be presented with a window that shows you the number of supporters that matched your filters.
You can use this query by clicking the “Select Query” button to proceed to the “Export Options“, or if you would like to make any changes to your filters you can click “Edit Query“.
After choosing to use a query you will be given options for your data file format.
Format: the following data formats are available:
- hybrid data
- transactional data
- user data
Transactional data will show individual transactions/rows for a supporter (supporter events, such as opening an email, or donating), while Hybrid will put it all into one row per supporter, with the transactional information as single columns at the end of the file. In this way, Transactional format gives the most extensive information. User data is similar to Hybrid except it only export the user fields with no activity information. For more information about the file types and the data formats, please see this guide.
File type: You can export the data into XLS and CSV (Comma Separated Values) file types.
Custom Reference Names: You can apply any custom reference names to your data columns you have set in the Data API page
Use Export Group: You can use an “Export Group” that you created in the Account Data Structure if you wish
After choosing your export options click the next button in the bottom right to proceed. You will see a summary of your query and the options you’ve chosen for the export file.
If you are happy with these settings, click “Export Supporters” to create your export job.
You can retrieve your file once it has exported by clicking the “Go to the Job Monitor” button.
Saved queries allow you to run a query that was previously run and saved. You can also edit the saved query by clicking on the pencil icon
To run a saved query, just follow these steps:
- Click the radio button next to the query you wish to use.
- Click the next button in the bottom right corner to to proceed to the “Export Options” menu.
The saved queries can be organised into folders. This can be useful when your list of saved queries grows, or you would like to compartmentalise the list of queries used by different teams. See here for more details on managing folders.
We have some guides on how to export specific types of campaign data: