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Export Reports to a CSV File

Updated

This article guides you through exporting your Awardco reports as CSV (Comma Separated Values) or JSON (JavaScript Object Notation) files. Exporting reports is a valuable way to review and analyze your Awardco usage data outside of the platform.

 

  1. Exporting Reports
  2. Troubleshooting CSV Formatting Issues in Excel 

 

Exporting Reports

  1. Log In to Your Account.
  2. Select the Admin button at the bottom of the left navigation menu.
  3. Select Insights, Reports, and choose your specific report or All Reports to see all available options.

 

 

  1. Click on the report you wish to export. Ensure you configure the filters to isolate the specific data you need.
  2. Click Run Report. This will display the report information and any available data visualizations for your review before exporting the raw data.
  3. Once you've reviewed the information, click Export. You'll have several options:
    • Export the report as a CSV file.
    • Send the CSV file download link to your email address.
    • Export the report as a JSON file.
    • Send the JSON file download link to your email address.
    • Export all charts and data visualizations as PNG image files.

 

 

The report will be exported as a CSV file and downloaded to your computer's default download location. You can open this file using any program that supports CSV files.


 

 

Troubleshooting CSV Formatting Issues in Excel

Sometimes, CSV files might not display correctly in Microsoft Excel due to differences in regional settings, specifically the default list separator. In the United States, this separator is typically a comma (,), while in many other countries, it's a semicolon (;). This discrepancy can cause all the data to appear in a single column when the CSV is opened in Excel.

 

Here are a few ways to ensure your CSV files open correctly in Excel, regardless of your regional settings:

Option 1: Adjust Excel's Regional Settings

  1. Open Excel.
  2. Go to File > Options > Advanced.
  3. Scroll down to the Editing options section.
  4. Check the Use system separators box (if it's not already selected).
  5. Verify that the Decimal separator is set to a period (.) and the Thousands separator is a comma (,).

Option 2: Change the List Separator in Windows Regional Settings

  1. Open the Control Panel.
  2. Navigate to Clock and Region > Region > Additional settings....
  3. In the Customize Format dialog box, locate the List separator field and change its value to a comma (,).
  4. Click OK to save your changes.

Option 3: Specify the Delimiter Manually When Opening in Excel

If you prefer not to change your regional settings, you can manually specify the delimiter each time you open the CSV file in Excel:

  1. Open Excel.
  2. Go to Data > Get Data > From File > From Text/CSV.
  3. Select your CSV file and click Import.
  4. In the Import Wizard, choose Delimited and click Next.
  5. Select Comma as the delimiter and click Finish.

 

Important Note: Manually adjusting columns after opening Awardco reports is generally not recommended. Our reports often contain commas and semicolons within the data itself, which can lead to incorrect column separation and inaccurate reporting if you rely on manual adjustments. Using one of the first two options is the most reliable way to ensure your Awardco CSV data is displayed correctly in Excel.

By following these steps, you should be able to view your exported files correctly in Excel, facilitating effective data management and accurate reporting.

 

 

 

If you have any questions, please contact Awardco Admin Support.

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