Exports & Statistics

What is the export feature for?

Yoplanning's export feature allows you to download filtered data from various lists displayed in the application. This is particularly useful for statistical analysis, performance reports or for keeping records.

Steps to use the export feature

1. Access the export functionality

• Log in to your Yoplanning account.

• Navigate to the list of data you want to export. This can be a list of orders, payments, attendees, etc. All lists have an export.

• At the top right of the list, click on the menu symbolized by three small dots.

2. Filter the data

• Before exporting, you can apply filters to select the specific data you need.

• Use the available filtering options (by date, by category, by status, etc.) to refine your selection.

3. Select export type

• Click on the three dots menu.

• Choose the type of export you want. Some screens may offer multiple export options depending on the type of data.

Practical examples

Example 1: Promo code usage statistics

• Promo codes are associated with products and may appear on certain order lines.

• To get these statistics, go to the order list and select the "Items" tab which represents the order lines.

• Filter by the desired period and export the data.

Example 2: Participant Age Statistics

• Go to the “Sessions” section and open the “Participants” tab.

• Filter participants by session date or any other relevant criteria.

• Click on the three dots menu and select the export option.

Usage tips and best practices

• Always filter before exporting: Use filters to limit the exported data to relevant information.

• Check access rights: Make sure you have the necessary rights to access and export the desired data.

Common mistakes and solutions

Error 1: Missing data in export

• Solution: Check that the filters applied include all the desired data. Try broadening your filter criteria.

Error 2: Unable to export data

• Solution: Make sure you have the proper permissions. Contact your team administrator if necessary to obtain the required permissions.

Conclusion

Yoplanning's export feature is a powerful tool for analyzing and preserving data. By following these steps and applying best practices, you can maximize the usefulness of exports for your statistical and administrative needs.