Genius Hack: Download Sign Up Data with Reports

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Thanks to SignUpGenius, planning events and scheduling volunteers with online sign ups is already second nature.

But did you know you can also create and download reports with all of the data you collect on your sign ups? It’s just one more way that SignUpGenius makes group organizing ever-so-simple.

To build a downloadable report, log in to your account and select the “Reports” tab along the left side of your account page. From there, you’ll see a list of all the sign ups in your account. Select the sign up you'd like to grab data for by checking the box next to the name, or choose multiple sign ups to combine the information onto one spreadsheet.

export data from online sign up


Next, scroll to the bottom of the page to add date parameters. Choose to “Include all dates from the selected sign ups” or customize the start and end dates. Under Report Style, you have the choice to create reports in a number of ways. 

  • Select “List of Users for Export to Excel” to export names, emails and sign up slots.
  • Choose “List of Sign Ups for Export to Excel” to export a list of all slots (both “open” and “filled”) along with name and contact information for slots that are currently filled. On the next page you can customize if you want to see this list with or without the blank slots.

create report for data upload

Click on the green “Create Report” button.

On the next page, you’ll have the ability to sort your sign up data by the column heading. For example, for a fall festival sign up, you could click the “Item” heading to view the sign ups by the booth people signed up for (i.e. “face painting” or “cake walk"). Or, if you have multiple locations, you can sort by “location” so that each one is neatly grouped together. Additionally, Custom Question data is generated in these handy reports.

Ready to download? Just click on the “EXPORT DATA AS CSV FILE” button to start your export!

export data from sign up

Voila! You’ve generated a report and exported the data you need to continue on your organizing mission. You’re a total genius!

 

 

Posted by Kate White




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