Custom exports

You can create custom exports in the Manage workspace of your Good Grants account which will let you choose exactly which columns to include in the exported file. You can add specific fields from the application form or remove fields you don't need. Custom exports can be configured throughout Good Grants in all areas where standard exports are available.

Creating a custom export

There are two ways that you can create a custom export: from an export drop-down itself or via the settings menu. Both methods are outlined below.

From an export drop-down

1. Go to your desired section of the Manage workspace, for example Reviewing > Leaderboard
2. Click the Export button at the top right
3. Under Custom, select + New
   
   
4. Title your new export in the Export name line
5. In the Areas drop-down, choose the appropriate type of base export you would like to begin with
   
   Note: the area selected dictates from where the custom export will be available and the type of core data it includes. For example, the 'Scores + comments' can only be generated from the leaderboard.
6. Under Availability, choose whether this export is Private or Shared with other grant managers
7. Add or remove columns from the report as needed following the directions below
8. Save

The next time you click the Export button, you'll see your saved custom export as an option.

From settings

1. In the Manage workspace, navigate to Settings > General > Custom export layouts
2. Click New custom export layout
3. Provide a title for your export in the Export name field
4. From the Area drop-down, select your desired export template
5. Under Availability, choose whether this export is Private (available only to you) or Shared (available to all program managers)
6. Add or remove export columns as desired following the directions below
7. Save

Adding export columns

To add columns to the export, hover your mouse between two column names and click the + icon.

Then search for the fields you want to add. You can also type to find it quicker.

Removing export columns

To remove columns, hover your mouse over a column name and click the x icon on the right.

Video overview