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Exporting Service Data

This article explains how to bulk export service data.

To export service data:

  1. e Service Activity and Client filters to refine and export the specific service data you need.

    1. On the right side of the top navigation, click the user icon, and then click Exports.
    2. Click the Export Type* drop-down menu, and then select Services.

      Note: To download all Services without using any filters, skip the remaining steps and simply click Download. An .XLSX document with all Service data will be downloaded to your computer. 

    3. Under Service Activity Filters, click the Service drop-down arrow.
    4. Select the desired Service.
    5. To filter Services by the staff member who added the Service to SureImpact, click the Staff drop-down menu, and then select the desired staff member.
    6. To filter Services by Earliest Service Date and Latest Service Date, click the calendar icons, and then select the desired Service Dates.
    7. To filter Services by clients assigned to a specific staff member, click the Assigned to Staff drop-down menu, and then select the desired staff member.
    8. To filter Services by Client Groups and Households, click the Client Groups and Households drop-down menu, and then select the desired Client Group or Household.
    9. To filter Services by the date clients were created, click the Creation Date drop-down menu. You can then select one of the pre-filled date ranges (e.g. Any Date, Last 7 Days, etc.) or you can select a custom date range.

      1. To filter Services by a Custom date range, click Custom.
      2. Click the calendar icons in the From and To fields, and then select the desired Client Creation Dates.
    10. To filter by whether or not a client has recently been enrolled in a Program, click the Program Enrollment drop-down menu, and then select either Has or Does not have.
    11. To filter by whether or not a client has recently had measures added to their client record, click the Recent Measures drop-down menu, and then select either Has or Does not have.
    12. To filter by whether or not a client has recently had services added to their client record, click the Recent Services drop-down menu, and then select Has or Does not have.
    13. Once you have selected the desired filters, click Add to Queue, and then the file downloads automatically when it is ready.