After familiarizing yourself with the portal, you will see several areas where a download button appears in the top right section of the screen. These are the areas where exportable data exists.
This data is extremely useful for your institution. For instance, your team can use it in meetings, send full reports to other functional areas across campus, and use the data in your own assessment projects.
FOR EVENT DATA
Step 1: Access the admin area by clicking on the person icon and "Admin"
Step 2: Click on the content icon on the left hand side of the screen
Step 3: Click the Events section to see your institutions event calendar.
Step 4: If necessary, update the time parameter in the top bar to show events from the past (you will want to update to a past date)
Step 5: Click the export attendees button on the far right
FOR PROFILE DATA
Step 1: Access the admin area by clicking on the person icon and "Admin"
Step 2: Click on the users icon on the left hand side of the screen
Step 3: Click the export users button on the far right which will redirect you to the export users page
Step 4: Click the new user export button on the top right corner of the export users page
Step 5:Input your report name and select which groups you'd like to include in your export file.
Once you select each group, click the "next, date filter" button.
Step 6: Filter the report by user activity date. Here are your options:
- Date user joined = Date the user CampusESP account was created
- Date of last user activity = Last date the user engaged with CampusESP, including email opens, content clicks and portal sign ins.
- Date of last user login = Last date the user signed in to the portal (Note: a user can be active on the platform without logging in)
Once selected, click the "next, select fields" button.
Step 7: Select profile fields to include in your user profile report. You can also navigate to the bottom of the page to include community membership details if you'd like.
When you're done, click the "done, create report" button.
Step 8: Congrats - you just created a user profile report within CampusESP! Click "download file" to generate a CSV file of the data. You can also click regenerate file at any time to create an updated file with the same settings.
Optionally, you can automate this report to be emailed to you on either a daily, weekly, or monthly basis. Be sure to input your email to be sent in the automatically generated reports.
Comments
0 comments
Please sign in to leave a comment.