Export Stage Data

Path and details about stage data export

Path: Community Topbar >> Apps Icon >> Reporting >> Export Data >> Export Stage Data

Export Stage Data feature allows the community administrator to export a complete set of Stage data including all attachments for archival purposes. Data can be generated in Excel format. Upon clicking Export Data, a link to the file will be generated, which can then be downloaded, and at the same time an automated Email with file attachment will be sent to the community administrator as receipt of the request performed.

•  Export Selection: This selection helps you to get a stage summary of all the stages of the community or you could select an Estimate stage.

• Date: You can select start date and end date to download data for a specific period of time. If minimised, all idea data from the beginning to the current date will be exported.

• Select your timezone: You may select your preferred timezone for viewing the exported data, allowing for a more personalized experience instead of adhering to the community's default timezone.

• Campaign: You can select the campaign for which you wish to download the data. Selecting 'All campaigns' will export data including 'Archived Campaigns'

Fields on exported excel sheet

Sheet 1: Contains the data for the the stages in detail with the following fields.

• Date Range: Dates selected for the data. 

• Campaigns: Name of the campaign selected.

• Ideas at Start of Period: How many ideas were already in the stage at the beginning of the time period.

• Ideas entering the stage: How many ideas moved into the stage during the time period.

• Idea exiting the stage: Ideas that moved to the next Stage.

• Ideas at End of Period: How many ideas were in the stage at the end of the time period.

• Total Ideas Processed: How many ideas spent any length of time in the stage during the period including ideas that passed through the stage.

• Average Time Idea in Stage: Average amount of time each idea is in the Ideate Stage.

• Summary of all Stages: This includes all the ideas in different stages along with its number and the promotion of ideas into the next stage until the end of the period.

Sheet 2 onwards Pending ideas, Recycle ideas & Off Topic ideas and then each stage ideas, appear per sheet for each funnel with different columns. Following are the details of column as per stage sheet.

Ideate Stage Function Sheet:

Stage Name, Stage Type, Idea Number, Idea Title, Idea Description, Custom Fields (separate column for each custom field), Idea Campaigns, Tags, Contributors name, Upvotes, Downvotes, Upvotes-Downvotes (Total number of votes), Number of Comments, Attachments (YES/NO), Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email address, Team Members.

Build Team Stage Function Sheet:

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Campaign, Tags, Set Team Size (Stage's number of positions), Actual Team Size (Assigned number of positions), Team Members Name, Team Members Email Address, Team Role and Idea Contributors.

Refine Stage Function Sheet:

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email Address, Refinement Question 1, Last Edit (Refiner name For Refinement question 1) followed by rest of the refinement questions and Last Edit; and Tags

Assessment Stage Function Sheet: 

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email Address, Idea Campaign, Tags, Assessment Ratings, Assessment Questions, Member Name and Email.

ReviewScale Stage Function Sheet:

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email Address, Idea Campaign, Tags, Reviews, Review Questions, Reviewer Name and Reviewer Email.

Fund Stage Function Sheet: 

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email Address, Idea Campaign, Tags, Funding Goal and Funds Raised.

Estimate Stage Function Sheet: 

Idea Number, Title, Description, Custom Fields, Idea Submitter Name, Idea Submitter Email Address, Idea Owner Name, Idea Owner Email Address, Idea Campaign, Tags, Cost: Average Estimate, Value: Average Estimate, and Who Estimated

Reserve Stage Function Sheet:

Similar as Ideate Stage sheet columns.

Recycle Bin Sheet: 

Similar to Ideate Stage sheet columns.

Off-Topic Sheet: 

Similar to Ideate Stage sheet columns.