> For the complete documentation index, see [llms.txt](https://guides.fieldedgeapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.fieldedgeapp.com/guide-to-canvassing-and-calls/reporting/exporting-activity-and-notes.md). # Exporting activity and notes Download canvassing and call activity and notes from the HQ Dashboard as CSV files, and keep a spreadsheet such as Google Sheets up to date The HQ Dashboard lets you download your team's field activity and notes as CSV files, ready to open in Excel or Google Sheets. Use them to build your own reports, share results with your team, or keep a record of every door knock and call. {% hint style="info" %} These exports are in the **Tools** section of [HQ Dashboard V2](/product-tour-or-hq/early-access.md). You need Campaign Manager access to use them. {% endhint %} ## Export to CSV ### What you can export | Export | What you get | Where to find it in HQ | Filters | | -------------------------------- | ------------------------------------------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------- | | **Export Stream** | One row for every canvass or call your team has logged | **Tools** > **Export Stream**, or the **Export** button on the Stream | Activity type and a date range of up to 31 days | | **Export User Activity Summary** | One row per team member, with their totals and outcomes | **Tools** > **Export User Activity Summary** | Activity type and a date range of up to 31 days | | **Note Explorer** | One row for every note logged on a contact | **Tools** > **Note Explorer**, or the **Note Explorer** button on the Stream | Search, date range, field user, status and person | {% hint style="info" %} Notes aren't included in Export Stream. To export notes, use [Note Explorer](/guide-to-canvassing-and-calls/reporting/viewing-notes.md#exporting-notes). {% endhint %} ![The Tools page in the HQ Dashboard, showing Export User Activity Summary, Export Stream and Note Explorer](https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2Fgit-blob-c7a7203e616547a08e725858f094d698527ebb55%2Fexporting-tools-page.png?alt=media) ### Export every canvass and call (Export Stream) Export Stream gives you the same activity you see in the Stream, with one row for each canvass or call. 1. Select **Tools** in the sidebar, then click **Export Stream**. If you're already looking at the Stream, you can click **Export** at the top of the page instead. Your activity type and date range will carry over. 2. Choose **All Activity**, **Canvass** or **Call Time**. 3. Choose a date range. You can select up to 31 days at a time. 4. Click **Download CSV**. 5. Wait while the activity is gathered. You'll see progress below the button, and you can click **Cancel** to stop. 6. When it's done, the CSV file downloads to your computer. ![The Export Stream page with Canvass selected and a date range chosen](https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2Fgit-blob-b15afdfd3d4fbd5a9d9575dbbd5db1385f935973%2Fexporting-export-stream.png?alt=media) Each export can include up to 100,000 records. If you need more than 31 days, or your range has more records than that, export one month at a time. The file includes these columns: | Column | Description | | ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- | | **Date** | The date the contact was logged | | **Time** | The time the contact was logged | | **Timezone** | The time zone used for the Date and Time columns (your computer's time zone) | | **Activity Type** | Canvass or Call Time | | **Contact Method** | How the contact was made, for example Door Knock or Phone Call | | **Contact Status** | The outcome, for example Answered or No Answer | | **Support Level** | The support level recorded, if one was captured | | **Previous Support Level** | The person's support level before this contact | | **Survey Completed** | Yes or No | | **Field User** | The team member who logged the contact | | **Field User NationBuilder ID** | The team member's NationBuilder ID | | **NationBuilder Person ID** | The ID of the person who was contacted | | **NationBuilder List ID** | The ID of the walk or call list | | **List Name** | The name of the walk or call list | | **NationBuilder Survey ID** | The ID of the survey, if one was completed | | **Survey Name** | The name of the survey, if one was completed | | **Household Address** | The address of the household | | **Household Latitude** | The household's location | | **Household Longitude** | The household's location | | **Activity Latitude** | Where the team member was when they logged the contact | | **Activity Longitude** | Where the team member was when they logged the contact | | **Distance From Household (m)** | The distance between the team member and the household, in metres | | **Distance Warning** | None, Minor, Moderate or Major. See [User location tracking](/guide-to-canvassing-and-calls/reporting/user-location-tracking.md) | | **Updated At** | When the record was last updated | | **Created At (UTC)** | When the contact was logged, in UTC | | **Activity ID** | A unique ID for the record. Handy for removing duplicates | ### Export totals for each team member (Export User Activity Summary) Export User Activity Summary gives you one row per team member, with their totals for the period. It's useful for volunteer reports and thank-you messages. 1. Select **Tools** in the sidebar, then click **Export User Activity Summary**. 2. Choose **All Activity**, **Canvass** or **Call Time**. 3. Choose a date range. You can select up to 31 days at a time. 4. Click **Download CSV**. ![The Export User Activity Summary page with All Activity selected](https://3317596624-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fmd1HR6LZFUYuK3fPHLXC%2Fuploads%2Fgit-blob-6097250a6463978890c53dc5007944b4bbe82e33%2Fexporting-user-activity-summary.png?alt=media) The file includes these columns: | Column | Description | | ---------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Date Window** | The dates covered by the export | | **Account Name** | The team member's name | | **Voter Contacts Attempted** | How many contacts they logged | | **Total Surveys Completed** | How many surveys they completed | | **Outcome columns** | One column per outcome: Not Captured, Answered, Bad Info, Inaccessible, Lit Drop / Left Message, Meaningful Interaction, No Answer, Not Interested, Other and Refused | ### Export notes (Note Explorer) 1. Select **Tools** in the sidebar, then click **Note Explorer**. 2. Use the search, date, field user and status filters to choose the notes you want. The export includes every note that matches, not just the ones on screen. 3. Click **Export CSV** at the top of the page. Each note export can include up to 10,000 notes. The file includes the note, who it's about, who logged it, the contact method and outcome, and the note's status. See [Viewing Notes](/guide-to-canvassing-and-calls/reporting/viewing-notes.md#exporting-notes) for the full list of columns. ### Opening your CSV in Excel or Google Sheets **Excel:** double-click the downloaded file to open it in Excel. To keep any formatting or charts you add, save it as a workbook using **File** > **Save As** and choose **Excel Workbook (.xlsx)**. **Google Sheets:** 1. Open a new or existing spreadsheet in Google Sheets. 2. Click **File** > **Import**, then select the **Upload** tab. 3. Drag in your CSV file, or click **Browse** to find it. 4. Choose an **Import location**, for example **Insert new sheet(s)**. 5. Click **Import data**. \[Screenshot: Google Sheets Import file dialog with "Insert new sheet(s)" selected as the import location] Once your data is in, freeze the header row (**View** > **Freeze** > **1 row**) and turn on filters (**Data** > **Create a filter**) to sort and filter by any column. ## Sync to a spreadsheet The HQ Dashboard doesn't sync to Google Sheets or Excel automatically. To keep a spreadsheet up to date, you have two options: * **Refresh it with a new export.** This needs no extra tools and works with any spreadsheet. * **Set up a Zapier automation.** New logged contacts are added to your spreadsheet as they happen, but it can use a lot of Zapier tasks, which can get expensive. ### Option 1: Refresh with a new export This approach keeps a sheet of raw data that you replace each time you export, with your summaries and charts on separate tabs that update on their own. **Set it up once:** 1. Export your data from the HQ Dashboard (see above). 2. In Google Sheets, create a spreadsheet and import the file. Name the tab something like **Raw data**. 3. Build your summaries, pivot tables and charts on other tabs, using the data in **Raw data**. **Each time you want fresh data:** 1. Export again from the HQ Dashboard with the same settings. 2. Open the spreadsheet and click on the **Raw data** tab. 3. Click **File** > **Import**, upload the new file and choose **Replace current sheet**. 4. Click **Import data**. Your other tabs update with the new data. \[Screenshot: Google Sheets Import file dialog with "Replace current sheet" selected as the import location] {% hint style="info" %} Note Explorer saves your filters in the page address. Bookmark it with the filters you use, and each export will match the last one. {% endhint %} **Building up a history of activity:** Export Stream covers up to 31 days at a time. To keep a record over a longer campaign, export each week or month and choose **Append to current sheet** when you import. Then delete the repeated header row, and remove any rows you've imported twice using **Data** > **Data cleanup** > **Remove duplicates**, ticking **Data has header row** and selecting only the **Activity ID** column. For notes, replace the sheet rather than appending. Note statuses change over time, so a fresh export always shows the latest status. ### Option 2: Sync automatically with Zapier If you need new activity to appear in a spreadsheet as it happens, you can set up an automation in [Zapier](https://zapier.com/app/dashboard). It watches for new logged contacts in NationBuilder and adds each one to a spreadsheet tool of your choice, such as Google Sheets, [Airtable](https://go.ryand.co/airtable) or Excel. This automation runs in your own Zapier account. It isn't part of the HQ Dashboard. Watch the tutorial below to set it up. {% embed url="" %} {% hint style="warning" %} This method can use a lot of Zapier tasks and can become expensive. If you don't need new rows the moment they're logged, refreshing with a new export is simpler. {% endhint %} {% hint style="success" %} This tutorial assumes you have some familiarity with Zapier. If you need help, feel free to reach out to our support team. {% endhint %} ## Exporting from NationBuilder FieldEdge stores the outcome and notes of each contact using NationBuilder's Log Contact feature. NationBuilder doesn't have a built-in way to export Log Contact details, but you can filter people by their logged contacts and export that list of people. See [Filtering activity in NB](/guide-to-canvassing-and-calls/reporting/filtering-activity-in-nb.md). #### Questions? If you have any questions about exporting activity or notes, please don't hesitate to reach out. We're fully certified NationBuilder Experts!