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  1. Essentials

Export

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Last updated 1 month ago

IN THIS ARTICLE

Extract you data from FieldDoc using the export feature.


Export

The Export feature in FieldDoc allows users to download project data for offline use, analysis, or reporting. You can export information from Projects, Activities, Metrics, and other tabs into spreadsheet formats (e.g., CSV or Excel), making it easy to work with your data outside of FieldDoc or share it with partners and funders.

Exports include structured data such as activity details, metric values, and associated metadata, helping you maintain clear records and perform custom analysis or visualization in external tools. Exporting is especially helpful when preparing reports, submitting documentation, or performing quality control on project data.

To export data, look for the Export button in the relevant tab (e.g., Activities, Metrics). Once selected, your data will be packaged and downloaded in a convenient, ready-to-use format.

Step-by Step Instructions

  1. Open the context where you want to export activity records. For instance, if you export at the Project level the export will include all activities within that Project.

  2. Click on the vertical elipses in the upper right hand corner.

  3. Select Export file.

  4. Name your file. Click Create Export.

  5. Open the Export tab under tools.

  6. Find the export that you just created.

  7. The system takes a few moments to generate your export. You may need to refresh the Exports page.

  8. Click the Zip file icon, this with download the export to your downloads folder.

  9. Open your file manager to extract the file. Data is available in .csv, .geojson, and geopackage format. Reference the README.txt for more information.

Dig In! Interactive Tutorial