Export action plan data from PEARS as an Excel workbook.
The Action Plans export generates an Excel (.xlsx) workbook containing data from your action plans. The export includes the plan details, collaborators, and outcome indicators across multiple worksheets.
Getting Started
To export action plans, navigate to the Action Plans list under the Plan menu and click the Export button. The export includes all action plans matching your current filters.
Screenshot: The Action Plans list page with the Export button highlighted, showing the filter options applied above the list of action plan records
TIP: Apply filters before exporting to limit the results to a specific reporting period, status, or program area. 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 plan_id column.
Codebook — Describes each column in the workbook and provides notes about the exported data.
Action Plan Data — One row per action plan with fields including title, reporting periods, organization, unit, level, program areas, situation assessment details, status, and timestamps.
Collaborators — One row per collaborator per action plan, including the user's name, access level, contributor status, and contribution description.
Outcome Indicators — One row per outcome indicator, including the outcome term, text, linked survey question, and denominator. Indicators are grouped by outcome.
