Member Exports Follow

In addition to using the Member Dashboard to gain an overview of your community's well-being, you might also want to export the original data about your member group for further analysis outside the platform.

To generate a member export...

1. Click the Members icon on the left-hand admin panel.
2. Click Manage Members.
3. Click the New Member Export button at the top of the screen.
   
4. On the Create Member Export page, you have the option to enable specific settings before generating the export.:
   • Export Name—Exported files will be named in the format Type_Created_ExportName. For instance, Member_092123_AllMembers.
   • Filters—by default, all members are included in the export, but can be filtered using the following options:
     • User Type (member, client, moderator)
     • Member Status (active, inactive, closed, deleted).
       Definitions of these statuses are available here.
     • Activation Status (activated, pending)
     • Access Type (full access, read-only)
     • Account Type (Only Test Accounts, Exclude Test Accounts)
     • Date Range: Only members who have joined during the selected date range will be included in the export.
   • Group Membership—Use Group Membership to generate member exports that only include members of selected static/dynamic groups or member exports that indicate whether or not members are a part of the static/dynamic groups selected.
     • Use the checkbox "Only include members in the group(s) selected" so that your export only contains members that are at least included in one of the groups you selected.
     • If groups are included in the Group Membership section, the member export will now contain additional columns with your selected groups, and TRUE/FALSE values will indicate whether or not the individual member is included in the group.
       

       As a default, member exports always default to include ALL members in your community based on the filters you select. Adding groups to the Group Membership section allows you to generate exports that are filtered to the groups you indicate.

       

• • •  
  • Banners—By default, the Members tab of the export includes User ID, User Role, Username, Email, Status, and Activation status. Enable Banners to add account, profile, or survey columns to the member tab. With Banners functionality, you can include all or some profile data and any survey questions previously answered by members.
  • Expand all questions, choices, and answers into separate columns: This will expand profile data into columns for all profile and survey questions enabled in the next steps.
  • Include User Account Fields: including user account fields exports all required account fields along with the data (such as name, gender, or age). By default, all exports include User ID, User Role, Username, Email, Status, and Activation status.
  • P2 Engine—You can choose one or multiple profile points that you want included in the export.
    • Type the name of the profile point question and matches will display as you type.
    • Select the profile point to add it to the export.
    • To easily select all active profile points, select Include P2 Engine.
    • When P2 fields are defined, you define the question and a reference field for exports. Select Export reference text to show the original labels. Select Export message text to show cleaner field labels.
  • Polls (profile questions)—You can choose any other demographic or custom profile question enabled for your community. Simply type in the name of the poll and matches will display as you type. Select the poll to add it to the export.
  • Survey Questions—Choose any question from any survey used in the community, including screener surveys.
    

    If you want to use open-ended survey responses for fraud checks, use this survey questions export instead of creating a P2 point. This will keep P2 exports clean and free from unnecessary data for the client.

    1. Type in the survey name in the first field. As you type, matching survey names will display. Select the survey you want to use.
    2. Type in the question name. As you type, matching questions will display. Select the question you want to include in the export.
       

       Note: if surveys or survey questions do not load, please check your internet connection. Slow connections may not load the questions quickly.

  • Include all profile photos as—When enabled, you can export all media files attached to the activity as a link or attachment. When Attachment is selected, a folder called "Files" will be included in the ZIP export with all of the original files attached to the activity.
    • Link—When you use this option, the Excel file will include links for all attached files (in both the Attachments and Comments tabs). To download the actual file, copy/paste the link from Excel into a web browser or place your cursor in the cell with the link and click Enter/Return to automatically create a hyperlink. You can then click the link in Excel to download the file.
    • Attachment—Use this option to download all of the files uploaded in the activity, post, or member forum. The ZIP file export will include both the Excel file and another folder called “Files.” The file downloads are located in the Files folder. In the Excel file, you’ll see the filename of the attachment in either the Attachments or Comments tab. You can then find the matching file in the “Files” folder. When including attachments, the export may take some time to generate depending on the volume or size of media files.
  • Include all deleted items—The export will include any deleted items if this option is selected.
  • Select the Request Export button. You do not need to stay on the page while content is prepared for download.

Downloading Files

• • • You are automatically directed to the Exports page. There are two types of exports available:
      • Zip File: Is all data included in the export, including personally identifiable information (PII), such as Name and Email.
      • Zip File [masked]: The export will mask (not display) any personally identifiable information (PII). 
    • The status will display Requested at first. Once the export is ready for download, the status will be Completed.
    • Click the Download link to download the export.

The column Last Login Date in the export refers to the date the member last logged in to the community. This does not reflect when moderators log in to the moderator "back-end".

Troubleshooting Missing Profile Data

There are many reasons why you might notice missing profile data. Please refer to the article about  Troubleshooting Profile Points on how to fix missing profile data.