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Overview

The Broadstripes Reports function allows you to download a list to your local machine as a spreadsheet (.xls or .csv) where it will be accessible to you even if you are offline.

Once the information is in a spreadsheet format, you can manipulate and edit it as you see fit. Changes made to the downloaded spreadsheet will have no effect on the data in your Broadstripes project.

Your Broadstripes admin must grant you the proper permission to be able to download report files. See your admin if you need your project member permission settings edited to allow downloading CSV / Excel files.

Download a spreadsheet list

  1. To download a list in spreadsheet format, start by running a search for the workers on your list. (Learn about running a search in the Search by workplace or Create and save a search articles.)
  2. When your search results appear, click all to select all the results in the list below.

ListPDFSelectAllButton

    1. All contacts will be selected (indicated by a check next to their name). Uncheck any person you want to exclude from your list.
    2. Once your contacts are selected, click the Reports menu and choose the spreadsheet format you want: either Spreadsheet (XLS) or Spreadsheet (CSV).

  1. Spreadsheet options window will open.
  2. Give the file a Title and choose a Column Layout to determine which columns of data (fields) will be included in your printed list. (For more information about using layouts, see the Choose a layout or Create and save a layout articles.)
  3. Choose additional options as needed:
    • Checking One row per contact will create one spreadsheet row for each contact; if a contact has multiple addresses they will each be listed together in the address column, separated by dashes (the same will happen for multiple employments or any other field that allows multiple values).
      • Leaving this unchecked will create a spreadsheet where multiple addresses are each on a separate row.
    • Checking One column per contact info type (phone, email, address) will consolidate data into separate columns for phones, emails, and addresses. This consolidation process will group all phone numbers into a single column, all email addresses into another column, and all physical addresses into a third column. You have the option to specify the separator that will distinguish each item within these columns. Choices include using a group of dashes (—–) or a pipe character (|). You will also need to choose an option for your metadata (external systems, opt-in/out data, etc):
      • To include the metadata in the same columns as the phone number, email, or address, select Yes, in the same column as the contact info.
      • If you would prefer the metadata in a separate column, select Yes, in a separate column.
      • To not exclude the metadata, select No, do not include.
    • Checking Seperate contact info columns by external system will generate additional columns with contact info that was imported with an external system id.
    • Checking Show Followers or Employees will create a spreadsheet row for each person (or organization), and additional rows for each of their followers (or employees).
    • Checking Schedule this report will enable an additional section in which you can schedule future and recurring report generation and automatic delivery to specified users or user groups.
  4. Click Generate. This will create the spreadsheet “report” you can download.
  5. You’ll see a message explaining that your spreadsheet report is being created and will download automatically.
  6. To download your spreadsheet now, you have two choices:

1. You can stay on the current page and wait for the report’s download confirmation to appear in your browser.

2. You can leave the current page and check in later to see if the report is ready (larger reports may take some time). To check for the report later, click the Reports link in the navigation panel. That link brings you to the Requested Reports page, where you can select and download the report.

Click the file’s name to download it from the Requested Reports page.

  1. Once you’ve downloaded your spreadsheet list, you can open and edit it as you would any other .XLS or .CSV document.