Export

Export success story data from PEARS as an Excel workbook.

The Success Stories export generates an Excel (.xlsx) workbook containing data from your success stories. The export includes story details, collaborators, and partners across multiple worksheets.

Getting Started

To export success stories, navigate to the Success Stories list under the Reflect menu and click the Export button. The export includes all success stories 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 story_id column.

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

• Success Story Data — One row per success story with fields including title, reporting periods, organization, unit, program areas, site details, linked program activity and action plan, keywords, background, story narrative, favorite quote, priority indicators, socioecological frameworks, approaches, and timestamps.

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

Conditional Worksheets

• Partners — Included when the partnerships feature is enabled and success stories have associated partners. Lists each partner's name, contributions, and linked partnership ID.