Overview

To help you get started on building export tasks, we want to provide you with a good starting point. In this article we provide several scenarios of exports we see our partners building out and what fields to include.

Helpful Articles

Explore More: Creating Exports

Explore More: Column Setting Options for Exports

Examples

Example 1: Event Attendee List

Scenario: An event has just completed and you want to share a list of attended students to another department with basic contact information.

Repeat fields based on: Events

Items To Export: All

Order By: Default

Order: Blank

Conditions: Events (All Properties) where record marked 'Attended' is true for a specific event name

Example of fields that can be mapped:

First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Events Date (user-events-date)
Events Registration Date (user-events-signup-status-created-date)
Events Guest Number (user-events-guests-number)

Example 2: Application Status Report

Scenario: You need to send out a weekly report around applications and their current status to track progression for the upcoming term.

Repeat fields based on: Applications

Items To Export: Last (most recent/latest)

Order By: Default

Order: Blank

Conditions: Application (All Properties) with application term and application type identified.

Example of fields that can be mapped:

First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Application Term (user-applications-term)
Application Major (user-applications-major)
Application Degree (user-applications-degree)
Application Student Type (user-applications-student-type)
Application Status (user-applications-status)
Application Board Stage (user-applications-board-stage)
Application Board Status (user-applications-board-status)
Application Last Updated Date (user-applications-updated-at)

Example 3: Funnel Report

Scenario: You need to send out a weekly report around the funnel stages to track progression for the upcoming term.

Repeat fields based on: User Profile

First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Active Term (user-calculated-active_term-new)
Active Major (user-calculated-active_major)
Active Student Type (user-calculated-active_student_type)
Created Date (user-milestones-created-date)
Date Of Inquiry (user-milestones-prospect-date)
Application Registered At (user-applications-registered-at-*)
Application Completed At (user-applications-completed-at-*)
Application Submitted At (user-applications-submitted-time-*)
Application Board Status (user-applications-board-status-*)
Application Released At (user-applications-decision-released-at-*)
Deposit Date (user-milestones-deposit-date)
Enroll Date (user-milestones-enroll-date)
Withdrawn Date (user-milestones-withdraw-date)

Example 4: Test Scores

Scenario: For your student information system integration, you need to extract test scores of admitted students. You would like each row to represent a test.

Repeat fields based on: Evaluations

Items To Export: All

Order By: Default

Order: Blank

Conditions: Evaluations (All Properties) with specific test types selected. For example, ACT and SAT.

First Name (user-first-name)
Last Name (user-last-name)
Email (user-email-address)
School ID (user-identities-schoolid)
Test Date (user-evaluations-date)
Test Composite Score (user-evaluations-composite-score)
Test Math Score (user-evaluations-math-score)
Test Science Score (user-evaluations-science-score)
Test English Score (user-evaluations-english-score)
Test Evidence RW Score (user-evaluations-evidence_rw-score)
Test Reading Score (user-evaluations-reading-score)

Example 5: Sources

Scenario: It is the end of a season and you are wanting to see where your enrolled students from the cycle came from using the sources object on their profiles.

Repeat fields based on: Sources

Items To Export: First

Order By: Sources Timestamp

Order: Ascending

Conditions: None