This feature works for:
Account: Main Organiser Account
Plan subscribed: Scale Up and Grown Up plans only
Before you begin:
Things to take note:
- Contact data across every project in your Organisation can be exported, which includes member and project details, all within a time frame that you can set
- This exported data can be used in the Report Template, which enables data analysis of members in your Organisation
Instructions:
1. Visit bantu Workspace and log in to your account
2. Go to the 'Manage My Organisation' tab and click the 'Report' sub-tab
3. Click 'Project Name'
- You will see a dropdown list of projects, including those managed by your Sub-Organiser(s)
- Hover project names for a brief description of the projects, as seen below:
- Select projects that you want to export, as seen below:
Note: Leaving this field blank means that data from all projects will be exported.
2. Click 'Email'
- Enter email addresses of members that you want to export
Note: Leaving this field blank means that data for all members will be exported.
3. Click 'Period'
- Select the range of your preferred duration, as seen below:
Note: Leaving this field blank means that all data from the beginning of your Workspace subscription will be exported
3. Click 'Export Report'
What's Next?
You can now analyse your exported Organisation data using the Report Template provided.
> Learn how to obtain attendance reports for your Organisation
> Learn how to add Sub-Organisers to your Organisation