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Exporting all Advocate activity (i.e. the Dashboard Feed)

Overview

This article provides a step-by-step guide on how to export Advocate activity data from the Dashboard Feed in the Admin View. It includes instructions on selecting a date range, choosing specific items for export, and details on the information included in the .csv file.

 

Information

The Activity Feed Export Data function in the Admin View allows for the extraction of Advocate activity data within a specified date range. The following steps outline the process to export this data into a .csv file.

 

Accessing the Export Data Function

Navigate to the Home page of Admin View. Scroll down past the Program Goals and click on the Export Data button located at the top of the Activity Feed section.

Export Data Button

 

Specifying Data for Export

Upon clicking the Export Data button, you will be prompted to specify a date range for the data you wish to export. You can choose between exporting "All Items" or "Specific Items." For instance, if you want to export only challenge completions, select "Specific Items" and add "Completed Challenge" to the field.

Data Specification Options

 

Understanding the Exported Data

The exported .csv file will contain the following information: Event ID, Event Date, Event Type, Related Object (i.e., the relevant challenge, stage, reward, etc.), Contact ID, Email, Name, Company, Contact Type, Salesforce ID, and Points.

Here is an example of what the exported .csv file looks like:

CSV File Example

If the report is not received at the expected email address, verify the Administrators settings in the AdvocateHub to ensure the correct email address is configured.

 

FAQ

What information is included in the exported .csv file?

The .csv file includes Event ID, Event Date, Event Type, Related Object, Contact ID, Email, Name, Company, Contact Type, Salesforce ID, and Points.

How do I export only specific items, such as challenge completions?

Choose "Specific Items" when prompted and add the specific event type, such as "Completed Challenge," to the field during the export process.

What should I do if I do not receive the exported data report?

Check the Administrators settings in the AdvocateHub to confirm that the correct email address is set up for receiving the report.

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  1. Priyanka Bhotika

  2. Posted 2 months ago

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