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Exporting Data - CharityCAN

Exporting Data

by | Aug 30, 2019 | Features, Guide, Prospect Research

Exporting data found in CharityCAN can be a useful way to add data to your donor database – donation records a donor has made to other organizations, for example – and use third party tools such as Excel to further analyze data. In this guide we will discuss how to export data in CharityCAN.

We will discuss:

  • Charity Analyst Reports
  • Prospect Profiles
  • Integrated Search Results
  • Donation Records
  • Political Donations
  • Corporate Canada Records
  • Public Sector Salaries
  • Relationship Path Search Results
  • Household Data Prospect Profile Records

Charity Analyst Reports

Charity Analyst Reports can be exported in their entirety by pressing the Printer Friendly Version found on the top right of the General tab. Specific sets of data including People and Gifts can be exported by pressing the Export button on their respective pages.

Prospect Profiles

Both user and system generated prospect profiles (found under My Prospect Profiles and Prospect Profiles, respectively) can be exported by pressing the Export button on the top right of the profile. 

Integrated Search Results

The following Integrated Search results can be exported by pressing the Export button:

  • Donation Records
  • Canadian Who’s Who
  • Political Donors
  • Corporate Canada
  • ZoomInfo
  • Public Sector Salaries
  • Prospect Profiles

Donation Records

Donation Record searches can be exported by pressing the export button found directly the Total Records Found number. 

Political Donations

Much like Donation Records searches, Political Donation Record searches can be exported by pressing the export button found directly the Total Records Found number. 

Corporate Canada Records

Corporate Canada Record searches can be exported by pressing the export button found directly the Total Records Found number. 

Public Sector Salaries

Public Sector Salary searches can be exported by pressing the export button found directly the Total Records Found number.

Relationship Path Searches

Relationship Path searches can be exported by pressing the export button at the top left of the page

Household Data Prospect Profile Records

When you do a household data search by postal code CharityCAN returns you a list of prospect profiles associated with that postal code. You can export this list of people by pressing the export button found directly above the list profiles. 

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