Where can I extract a spreadsheet?
There are three places where you can extract data in a spreadsheet form on Eequ.
Your Schedule Page
Your Listing Page
Your Payouts Page
Let's find out more about these options and what kind of information you can extract.
Schedule Page
Your Schedule Page focuses on APPROVED and WAITING APPROVAL bookings and tells you about people who were booked, approved and attended any given session. It does not tell you about declined, cancelled or expired sessions.
Simple Register
For a quick register download, click the green arrow next to TAKE REGISTER
Combined Register
You can also export data from several listings at the same time.
Click the CSV DOWNLOAD > Schedule data button in the top right of the Schedule Page and choose what you would like to extract.
This page is great for seeing your information ordered with one row for each learner and each session.
If you are a HAF Mentor, this is probably the best export for you as it will provide a count of the number of children that fall into each eligibility category.
Listing Page
On your Listing Page, you can download information about all booking statuses including Declined, Fully Cancelled and Expired. Each listing may have a different questionnaire so each listing may have slightly different columns.
There are three different formats you can extract:
Marketing
HAF
Custom
Let's look closer at what each of these provides:
Marketing export
The Marketing option provides a unique list of bookers for your marketing purposes.
Booker name
Booker email
Marketing consent
Date of marketing consent
HAF Export
The HAF option provides one booking per row. It provides all the free HAF bookings together with comprehensive details about the booking including:
Total sessions in the booking
Total hours in the booking
All the Council's HAF questions
Custom export
The Custom option provides one booking per row. It provides all the bookings for all the ticket types together with all the questions set by you at checkout.
If you are a HAF Mentor and offer PAID tickets you may need to use this download if you want to see both your PAID and your FREE bookings.
Payout Page
On the Payout Page, you can export a simple or detailed spreadsheet giving you a breakdown of what Eequ has paid out to you (called a Payout) and how this figure is calculated.
If you need any more help then please use the chatbot on the right or contact us at hello@eequ.org - we'll be delighted to hear from you 😁