Summary Export

Download a high-level compilation of data across PEARS modules from the User Dashboard.

The Summary Export provides a high-level compilation of data across most PEARS modules. It is downloaded from the User Dashboard and contains one worksheet per module.

Screenshot: User Dashboard with the Export button highlighted in the upper right corner

How to Download

1

Navigate to Impact Dashboards

From the PEARS homepage, open the Analyze menu and select Impact Dashboards.

2

Open the User Dashboard

Click the User Dashboard tile from the displayed list.

3

Adjust filters

Modify the dashboard filters to select the data set you want to export.

4

Export

Click the Export button in the upper right corner. An Excel file downloads to your device.

Export Contents

The exported file contains the following sections:

Codebook

The first worksheet documents the export metadata, including the date the export was run, the user who ran it, the filters that were applied, and descriptions of each worksheet and its fields.

Module Worksheets

One worksheet is included for each applicable module:

• Action Plans (Extension organizations only)

• Direct Contacts

• Program Activities

• PSE Site Activities

• Social Marketing Campaigns

• Indirect Activities

• Partnerships

• Coalitions

• Success Stories

• Quarterly Efforts (Extension organizations only)

• Action Plan Reports (Extension organizations only)

Common Fields

Most worksheets include the following fields: Record ID, Record Name/Title, Record Status, Unit, Collaborators, Contributors, number of attachments, comments, and links to the records in PEARS.

Module worksheets also include Action Plan ID and Action Plan (name) columns where applicable. For modules that support multiple action plans, the action plan IDs and names are concatenated. Direct Contact action plan columns only appear if the organization has the action plans for direct contacts setting enabled.

Screenshot: Opened Summary Export Excel file showing the Codebook worksheet and module worksheet tabs at the bottom

TIP: For detailed field-level data, use the module-specific exports available from each module's list view, or review records directly in PEARS.