ExportBuilders







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AWARDS ExportBuilders enable users to harness the power of our ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs.  Specifically, with ExportBuilders users can create customized data reports, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML.  Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed.  Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.

Each ExportBuilders is located within a corresponding ReportBuilder, accessible via the related AWARDS module or from the Reports module.  Upon accessing a ReportBuilder users see a Provide ExportBuilder Options checkbox at the top of the initial ReportBuilder settings page.  Checking off this option updates the page (and those that follow) to recognize that you will be using the ExportBuilder components for that feature rather than the basic ReportBuilder.

IMPORTANT! The ExportBuilder functionality was designed for use by individuals who are familiar with export files and formats, their design, and setup.  It is not intended for use by all AWARDS users.

Required Permissions

Use of ExportBuilders in AWARDS requires the following permissions:

Program Chart Access
Save ReportBuilder Formats For All Staff (optional - required only when necessary to save ExportBuilder formats for all users rather than for just oneself)

In addition, which ReportBuilders/ExportBuilders are accessible to you is based on your permissions for functionality elsewhere in the system.  For example, you will not have access to Intake reports if you do not have access to the Intake/Admission module functionality.

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions 

Generating Export Files - Learn to use ExportBuilders to create export files and save export formats.

Frequently Asked Questions

ExportBuilder Frequently Asked Questions 

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Review & Refresh - ExportBuilders (58 min) * - February 2017

Learn the ins and outs of the powerful AWARDS ExportBuilder functionality that enables users to harness the power of our ReportBuilders and take it a step further to meet a variety of outside reporting needs through the generation of CSV, TXT, XLS, or XML export files.

User's Conference Continued - How to Build Exports for Funders and Take Your Data to the Next Level (55 min) * - June 2018

You've mastered ReportBuilder fundamentals. Now how do you build on that expertise and create the technical, complex export files your funders are looking for, without having your staff double-enter data into their platform? Join us for a case study and helpful pointers. We'll also discuss a new business intelligence and analytics tool that will be available in AWARDS in the future and will help agencies develop new insights into their data.

  https://demodb.footholdtechnology.com/help/?11725