Exports

There are several exports available to allow you to use the information from the application in other apps. These all export files in .csv format, which is importable by all common spreadsheet programs. Many of these can be filtered down to the information you might need for a specific communication need.

The exports available include (in alphabetical order):

• Adjustments
• Annual Survey
• Barcode Items
• Distributions
• Donations
• Donation Sites
• Items
• Partners
• Product Drives
• Product Drive Participants
• Purchases
• Requests
• Storage Locations
• Transfers
• Vendors

Adjustments

Navigating to export adjustments

Click “Inventory”, then “Inventory Adjustments” in the left-hand menu. Then click “Export Adjustments”,

Contents of adjustment export

• Creation date
• Storage Area, Comment

• of changes

• the quantity of each of your organization’s Items in the adjustments

Annual Survey

Navigating to export annual survey

Click “Reports”, then “Annual Survey” in the left-hand menu. Then click the year of the report you want to export. Then click “Export Report.”

Contents of annual report export

For more information on these, please see the Annual Survey Report

• Disposable diapers distributed,
• Cloth diapers distributed,
• Average monthly disposable diapers distributed,
• Total Product Drives,
• Disposable diapers collected from drives,
• Cloth diapers collected from drives,
• Money raised from Product Drives,
• Total Product Drives (virtual),
• Money raised from Product Drives (virtual),
• Disposable diapers collected from drives (virtual),
• Cloth diapers collected from drives (virtual),
• Disposable diapers donated,
• % disposable diapers donated,
• % cloth diapers donated,
• Disposable diapers Purchased,
• % disposable diapers Purchased,
• % cloth diapers Purchased,
• Money spent purchasing diapers,
• Purchased from,
• Vendors diapers Purchased through,
• Total Storage Locations,
• Total square footage,
• Largest storage site type,
• Adult incontinence supplies distributed,
• Adult incontinence supplies per adult per month,
• Adult incontinence supplies,
• % adult incontinence supplies donated,
• % adult incontinence bought,
• Money spent purchasing adult incontinence supplies,
• Period supplies distributed,
• Period supplies per adult per month,
• Period supplies,
• % period supplies donated,
• % period supplies bought,
• Money spent purchasing period supplies,
• Other products distributed,
• % other products donated,
• % other products bought,
• Money spent on other products,
• List of other products,
• Number of Partner Agencies,
• Agency Type
• Zip Codes Served,
• Average children served monthly,
• Total children served,
• Repackages diapers?,
• Monthly diaper distributions?,
• % difference in yearly Donations,
• % difference in total money donated,
• % difference in disposable diaper Donations

  Barcode Items

  Navigating to export barcode Items

  Click “Inventory” then “Barcode Items” in the left-hand menu. Then click “Export Barcode Items.”

  Contents of barcode Items export

  For each Barcode Item:

• Item Type,
• Quantity in the Box,
• Barcode

  Distributions

  Navigating to export distributions

  Click “Distributions” in the left hand menu. Click the “Export Distributions” button.

  Filtering the distributions export

  The Distributions export shows the same Distributions as are in the main Distributions page, and the filtering works the same way. Before clicking the export button, you can filter by any of:

• date range (we recommend you use the calendar-style selection rather than typing it in, as the format is a bit fussy.)
• Item
• Item Category
• Partner
• source inventory (i.e. Storage Location)
• status (i.e. scheduled or complete)

Specify the filtration you want, then click “filter”.

Contents of distributions export

For each of the distributions in the filtered list:

• Partner,
• Initial Allocation (when the distribution was entered),
• Scheduled for,
• Source Inventory,
• Total Items,
• Total Value,
• Delivery Method,
• Shipping Cost,
• State,
• Agency Representative,
• Comments,
• and the quantity in the distribution for each of your bank’s Items.

[!NOTE] This includes inactive Items as well as active ones.

Add In-Kind Value for each item

The default export includes the number of items exported, but not the values. If you want to also have the export include the in-kind value for each item in the distributions, you can set that option. Click “My Organization” in the left hand menu. Click “Edit” button. Set the “Include in-kind value in donation and distribution exports?” to “yes”, then click “Save”.

[!NOTE] Setting this affects both the donation and distribution exports.

Donations

Navigating to export Donations

Click “Donations”, then “All Donations” in the left hand menu, then click ‘Export Donations’.

Filtering the Donations export

The Donations export shows the same Donations as are in the main Donations page, and the filtering works the same way. You can filter by any of:

• Storage Location
• Source (i.e. Manufacturer, Product Drive, or Misc. Donation)
• Product Drive
• Product Drive Participant
• Manufacturer
• date range (we recommend you use the calendar-style selection rather than typing it in, as the format is a bit fussy.)

When you have selected your filters, click “Filter”, then “Export Donations”

Contents of the Donations export

For each of the Donations in the filtered list:

• Source
• Date (this is the date you enter in the donation, rather than the date it was put into the system)
• Details (this is the manufacturer name or the Product Drive)
• Storage Location,
• Quantity of Items (the total quantity of Items)
• Variety of Items (the number of different Items)
• In-Kind Value,
• Comments,
• and the quantity of each of your organization’s Items in the Donations.

Add In-Kind Value for each item

The default export includes the number of items exported, but not the values. If you want to also have the export include the in-kind value for each item in the distributions, you can set that option. Click “My Organization” in the left hand menu. Click “Edit” button. Set the “Include in-kind value in donation and distribution exports?” to “yes”, then click “Save”.

[!NOTE] Setting this affects both the donation and distribution exports.

Donation Sites

Navigating to export Donation Sites

Click “Community”, then “Donation Sites” in the left hand menu. Then click “Export Donation Sites”

Contents of the Donation Sites export

For each active Donation Site:

• site name
• address
• contact name
• e-mail
• phone

Items

Navigating to export Items

Click “Inventory”, then “Items & Inventory” in the left hand menu. Then click “Export Items”

Filtering the Item export

By default, the export will contain all active Items. You can filter it differently by only including the Items for a specific base Item, or by also including inactive Items. Select what you wish to filter by,than click “Filter”.

Contents of the Item export

For each filtered Item, the export includes:

• Name,
• Barcodes (each barcode associated with that Item),
• Base Item,
• Quantity (across your entire bank)

Partners

The partners export contains high level information about the partner and information from the partner’s profile that matches the sections of the partner profile form you have enabled.

A full, detailed list of the fields in the partner profile can be found “here”

Navigating to export partners

Click “Partner Agencies”, then “All Partners” in the left-hand menu. Then click “Export Partner Agencies”

Filtering the partner export

By default, the partner export shows all the active partners. You can export different groups of partners by clicking the partner filters which exist for the various statuses:

• Uninvited
• Invited
• Awaiting review
• Approved
• Error
• Recertification required
• Decactivated
• Active

Partner Export contents

For each partner in the filtered list the following fields will be exported:

• Agency Name,
• Agency Email,
• Notes
• Agency Type,
• Other Agency Type,
• Agency Mission,
• Agency Address,
• Agency City,
• Agency State,
• Agency Zip Code,
• Program/Delivery Address,
• Program City,
• Program State,
• Program Zip Code,

The following fields will also be exported, at the end of the table

• Quantity-based Requests,
• Child-based Requests,
• Individual Requests,
• Providing Diapers,
• Providing Period Supplies

Optionally, the export will also include the following fields from the Partner Profile if the associated section of the form is enabled.

Media Information

• Agency Website,
• Facebook,
• Twitter,
• Instagram,
• No Social Media Presence

Agency Stability

• Year Founded,
• Form 990 Filed,
• Program Name,
• Program Description,
• Agency Age,
• Evidence Based,
• Case Management,
• How Are Essentials Used,
• Receive Essentials From Other Sources,
• Currently Providing Diapers

Organization Capacity

• Client Capacity,
• Storage Space,
• Storage Space Description

Sources of Funding

• Sources Of Funding,
• How do you currently obtain diapers?,
• Essentials Budget,
• Essentials Funding Source

Area Served

• Sorted list of served counties

Population Served

• Income Requirement,
• Verify Income,
• % African American,
• % Caucasian,
• % Hispanic,
• % Asian,
• % American Indian,
• % Pacific Island,
• % Multi-racial,
• % Other,
• Zip Codes Served,
• % At FPL or Below,
• % Above 1-2 times FPL,
• % Greater than 2 times FPL,
• % Poverty Unknown

Executive Director

• Executive Director Name,
• Executive Director Phone,
• Executive Director Email,
• Primary Contact Name,
• Primary Contact Phone,
• Primary Contact Cell,
• Primary Contact Email

Pick Up Person

• Pick Up Person Name,
• Pick Up Person Phone,
• Pick Up Person Email

Agency Distribution Information

• Distribution Times,
• New Client Times,
• More Docs Required

Product Drives

Navigating to export Product Drives

Click ‘Community’, then ‘Product Drives’ in the left hand menu, then click “Export Product Drives”

Filtering the Product Drives

The Product Drives can be filtered by

• name,
• Item category, and
• date range.

It is defaulted to all drives that overlap the default time period of 60 days back, 30 days forward. To filter the export, make your selections, then click “Filter” before clicking “Export Product Drives”.

Product Drive Export content

For each filtered Product Drive, the export will contain:

• Product Drive Name,
• Start Date,
• End Date,
• Held Virtually?,
• Quantity of Items,
• Variety of Items,
• In Kind Value, and

• the quantity donated for each Item in alphabetical order.

  Product Drive Participants

  Navigating to export Product Drive participants

  Click ‘Community’, then ‘Product Drive Participants’ in the left hand menu, then click “Export Product Drive Participants”

  Product Drive Participant Export content

• Business Name,
• Contact Name,
• Phone,
• Email,
• Total Diapers
  • The title for this should be Total Items, as that is what is shown. We have an issue in the queue to fix that

    Purchases

    Navigating to export Purchases

    Click ‘Purchases’, then ‘All Purchases’ in the left hand menu. Then click “Export Purchases”

    Filtering exported Purchases

    You can filter the Purchases by:

• Storage location
• Vendor
• Purchase date

The default is all Storage Locations and vendors, and the default period of 60 days prior, 30 days forward from today’s date.

Make your selection and click “Filter” before clicking “Export Purchases”

Content of Purchases Export

For each Purchase in the filtered list:

• Purchases from (the Vendor name)
• Storage Location,
• Purchased Date,
• Quantity of Items,
• Variety of Items,
• Amount Spent (all currency amounts are in dollars),
• Spent on Diapers,
• Spent on Adult Incontinence,
• Spent on Period Supplies,
• Spent on Other,
• Comment, and
• the quantity of each Item included in the Purchase.

Requests

Navigating to export Requests

Click ‘Requests’ in the left-hand menu, then “Export Requests”

Filtering exported Requests

You can filter the exported Requests by the following:

• Item
• Partner
• Status (Pending, Started, Fulfilled, Discarded)
• Date Range Make your selection, then click ‘Filter’ before clicking ‘Export Requests’

The default is all Requests in the last 60 days

Contents of Requests export

For each filtered Request,

• Date,
• Requestor (i.e. partner)
• Status, and
• the quantity of each Item requested.
  • Note: If you have packs enabled (upcoming feature), there will be a column for each unit that you have enabled for each Item. Otherwise, one column per Item.

Storage Locations

Navigating to export Storage Locations

Click “Inventory”, then “Storage Locations” in the left-hand menu. Then click “Export Storage Locations”

Filtering exported Storage Locations

You can filter the exported list by Item. This will give all Storage Locations that have ever had that Item, not just those with current inventory. (Note: including inactive Storage Locations is not working at time of writing)

The default is all active Storage Locations.

Make your selections, then click “Filter” before clicking “Export Storage Locations”

Contents of Storage Location exports

For each Storage Location in the filtered list:

• Name,
• Address,
• Square Footage,
• Warehouse Type,
• Total Inventory, and
• Quantity for each of the organization’s Items.

Transfers

Navigating to export Transfers

Click “Inventory”, then “Transfers” in the left-hand menu. Then click “Export Storage Locations”

Filtering exported Transfers

You can filter the Transfers by:

• From location
• To location
• date range.
  • Note that this is the date the Transfer was entered in the system, which may or may not be when it happened.

The default is all the Transfers for the period of 60 days prior, 30 days forward from today.

Make you selection and click ‘Filter’ before clicking “Export Transfers”.

Contents of Transfers export

For each selected Transfer:

• From,
• To,
• Comment,
• Total Moved [! NOTE] We have an issue in the queue to provide the total moved for each Item.

Vendors

Navigating to Export Vendors

Click “Community”, then “Vendors” in the left-hand menu. Then click “Export Vendors”

Contents of vendors export

• Business name
• Contact name
• phone
• email
• address

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