Objective:

  • Learn about the Organisations Exports report
  • Learn how to access and pull the report


The organisations Exports insight report enables a super administrator to download a report detailing information on all organisations loaded on the portal. 


The organisations Exports report will have the following details:

  • Name of organisation
  • Active or inactive organisation
  • Registration number
  • Industry
  • Mission
  • Website
  • Organisation Type
  • Contact person
  • Mobile number
  • Email
  • GPS latitude and longitude
  • Suburb
  • Town
  • Admin 1 and 2
  • Country

As a super administrator you can pull an Organisations Export report which will give you a summary overview of all organisations on the portal and their status. This report can be used for various reporting purposes and keeping tabs on the organisation database.



To view insight reports

  • Log into your platform as a super administrator
  • Click on insights from the left hand side navigation menu
  • Click on Organizations Export

                                                                    


How to pull the report


To pull an Organizations Export report as a super administrator, click on insights from the left hand side navigation menu, then click on Organizations Export. You can limit the report to only show what you need to see using the below limits:

  • Organisations
  • Include custom fields



Once you have filled in your limit fields, you can download it as a CSV, XLSX or PDF file for your perusal and records