Manually Export Data

If your institution is entering Interactions, proposals or assignments in EverTrue, you can manually export those anytime you need!

Notes

  • Only Interactions or proposals entered or edited in EverTrue will be included in the export file 
  • EverTrue Comments are not exportable reports. 
  • RM Assignment exports include data imported to EverTrue AND data created in EverTrue such as stage changes.

Steps

Go to your name (top right corner), click the down arrow to open the menu, then click  Settings. The Settings screen displays and select Export Data.

The first section is " Downloads". These are specific data points that can be downloaded by clicking the Download icon. The reports available in this section include Core Enrichment, Interests Enrichment, Wealth Enrichment, Career Moves (Verified Updates), and Career Moves (All Updates).

Manual Exports

Within the Scheduled Exports, the following reports may be retrieved manually: Interactions, Volunteer Interactions, Volunteer Assignments, Relationship Management Assignments, and Proposals.

To manually generate an exported file, click the export button to the far right under " Actions". 

The Manual Export for (in this example) Interactions. From the Time Period drop-down, select the period. 

When selecting a Time Period, you have the option to select a Custom Date Range, which opens a date range picker. Once you've set the date range you're looking for, click Apply

To get data for today, choose the Custom Date Range option and set the To and From to today's date. 

With your Time Period selected, click " Start Export"

Your export will kickoff and you'll see a progress bar appear in the top right of your screen. Once the file has been completed, you'll see  "Export File Ready" with an option to Download.

You can also download the file from your Recent Exports, which displays your past exports that are available to download for up to 90 days.

You can return to the previous view by clicking "Manage Schedules"

The format of the CSV will be based on your interaction entry formproposal entry form, or our standard assignment export format. 

If you would like to automate an export to run every day, check out our Scheduled Exports.