Skip to content

Trigger an Export Manually

This guide explains how to manually trigger a data export within Evergiving. It assumes that an appropriate export has already been configured using the Export Builder.

How do I manually trigger an export?

To manually trigger an export, navigate the left side menu of Evergiving to :

  • For pledges : Donors - Pledges
  • For timesheets : Payroll - Fundraiser Timesheets or Agent Timesheets
  • For fundraisers : Field - Fundraisers
  • For agents : Call Center - Agents

Export Button

Where the export function is available, you will see this button at the top of the application screen:

exportactionbutton.png

Pressing it will bring up a window containing a list of the export tasks that can be run from your current location within Evergiving.

active_filters_will_be_applied.png

Selecting an export task from the list will bring up a window like this showing details of the email settings defined for your export task. From here you have the option to change the default distribution list and email content before triggering the export:

trigger_exporter_email.png

After you trigger the task a window like this will open showing progress as the system performs the export. Once the export has completed and you close the window, an email will be sent to the people specified in the task distribution list containing a link to the results of the export:
export_loading_bar.png

Filtering Data For Export

When an export task is triggered manually the system uses the information available in the application window as the source data for the export. 

If you only want to export a subset of data you can use the filtering before triggering the export. In the example below, the Pledges screen has been restricted to records that have been created in the last month:

export_filter_save.png

Notice the record count in the left corner of the screen shows that 12 pledges have been selected by the filter.  If an export is triggered at this point the process will be restricted to these records.

Please note that the number of rows in your exported data may differ from the record count shown in the application. This is because the selection criteria of the export task may further exclude information from the results.