Export

Export partnership data from PEARS as an Excel workbook.

The Partnerships export generates an Excel (.xlsx) workbook containing data from your partnerships. The export includes partnership details, meetings, and collaborators across multiple worksheets.

Getting Started

To export partnerships, navigate to the Partnerships list under the Engage menu and click the Export button. The export includes all partnerships matching your current filters.

TIP: Apply filters before exporting to limit the results to a specific reporting period, program area, or completion status. Large exports are processed in the background and you will receive an email when the file is ready to download.

Workbook Structure

The export workbook contains the following worksheets. Data can be linked across worksheets using the partnership_id column.

• Codebook — Describes each column in the workbook and provides notes about the exported data.

• Partnership Data — One row per partnership with fields including name, reporting periods, organization, unit, program areas, partner type, site details, jurisdiction level, assistance received and provided, relationship depth, assessment tool and results, accomplishments, lessons learned, and timestamps.

• Meetings — One row per meeting or event, including the event title, start date, attendance, purposes, and notes.

• Collaborators — One row per collaborator per partnership, including the user's name, access level, contributor status, and contribution description.