Knowledgebase

Data retrieval allows you to access submission data from the Contact, Volunteer, Donation and Event forms. Please note that this system is designed to capture data and perform minor manipulation.

We STRONGLY recommend that you download your data often and use a spreadsheet to store and maintain your data. Changes online are PERMANENT and cannot be restored!

1. To access, click the 'Tools & Widgets'  and then select 'Reports – Data Capture' link on the admin navigation bar.
    

   

   
    
2. This will bring you to a page listing all the forms that have data collected. If your form has not had any submissions, it will not appear.
   
   
    
3. Select the form you wish and click the Select Data button.
4. Your next screen will provide the following options: 
   
   
    
   • Edit the Database: This option brings you Edit specific entries.
   • Delete Row in the Database: This option allows you to Delete specific entries.
   • Sort the Database: This option allows you to sort your entries by name, state, ect.
   • Search the Database: Search the database for specific entries.
   • Download Data: This allows you to select the fields you want to print out, copy or download as file.
      
5. Click on the "Return to Reports Menu" link on the bottom of the page to select another form.
6. To download an output data file with your current data, perform the 'Prepare a Printout'. Under the data you will find a temporary file with your information. Right-click and save the file to your computer.

Edit the Database (Edit an Entry)

1. Click on the 'Reports – Data Capture'  and then select 'Reports – Data Capture' link on the admin navigation bar.
2. Select the form you wish and click the Select Data button.
3. Click Edit the Database.
   
    
4. A tabled list of the submissions will show.
    
5.  Click the radio button next to the row you wish to edit. Then click Edit this row.
    
6. Edit entry as needed.
7. When finished, click Change this row.

Edit the Database (Delete an Entry)

1. Click on the 'Tools & Widgets'  and then select 'Reports' link on the admin navigation bar.
2. Select the form you wish and click the Select Data button.
3. Click Edit the Database.
   
    
4. A tabled list of the submissions will show.
    
5.  Click the radio button next to the row you wish to delete. Then click Delete this row. You will be brought to a confirmation page.
6.  If you are sure this is the information you want to remove, click Purge.

Sort the Database

1. Click on the 'Tools & Widgets'  and then select 'Reports – Data Capture' link on the admin navigation bar.
2. Select the form you wish and click the Select Data button.
3. Click Sort the Database.
4. Select the field you wish to sort by from the dropdown menu
   
    
   • Alphabetical: (Unchecking this box will result in reverse sort ...Z to A or high to low in regards to prices.)
5. Click Sort.
6. You will be taken to a Sorting Completed page. Click Edit the Datatbase to see your sorted database.

Search the Database

1. Click on the 'Tools & Widgets'  and then select 'Reports – Data Capture' link on the admin navigation bar.

   

2. Select the form you wish and click the Select Data button.
   
   
   
    
3. Click Search the Database.
4. Choose any combination of Search terms to locate entries to edit.
   • You can enter search terms in the field below
   • You can also search in only a select field.
5. Click Start Search.

Download Form Data

1. Click on the 'Tools & Widgets'  and then select 'Reports – Data Capture' link on the admin navigation bar.

   

2. Select the form you wish and click the Select Data button.
   
   
   
3. Click Download Data.
4. Select the fields you want included.
   
   
    
5. Click Continue.
   
   
    
6. Right Click the Download Data File Button to download csv file.
    
7. Open the file in your Spreadsheet Program.