TABLE OF CONTENTS

• How to Download
• Report Descriptions
• Interpreting Reports when Responses are Conditional

The information below shows how to extract default InfoReady reports, which include all competition data each time. If you prefer to download only specific information, you can search, sort, and/or filter the Data Grid as needed and then select Download Grid. Learn more.

How to Download

From the Manage view of the opportunity, scroll down to the Data Grid. Click the Download Reports link on any tab of the grid to bring up the menu of reports.

Select one or more checkboxes from the list of reports and then click Download Selected Reports.

Report Descriptions

• Any reports selected will be downloaded in the same spreadsheet.

• There are 2 reports related to applications and applicants:
  • Application & Applicant Details - Default Fields:
    • Tab 1 (Application & Applicant Details): application title, applicant name, status, date last updated, and routing step summary.
    • Tab 2 (Reviewer Details): application title, applicant name, co-applicants (if applicable), app status, routing step name, routing step number, routing step type, reviewer name, review responses (all fields)
    • Tabs 3+: Progress Report information (if applicable)
  • Application & Applicant Details - All Fields: Lists everything from the Default Fields report, but also includes applicant and proposal details (any custom fields added)
• There are 5 reports related to reviewer feedback:
  • Raw Review Data: Detailed view of all submitted reviews per routing step. *Note: this report type is not available for Approve/Do Not Approve routing step types.
  • Total Application Scores by Reviewer: Lists applications in rows and reviewers in columns. The report will provide reviewer scores per application, application totals and averages, and even standard deviation. *Note: this is only available for rating scales within the New Routing Steps Experience or legacy Comments and Ratings.
  • Rankings by Score: Sorts applications from highest total score to lowest total score. *Note: this is only available for rating scales within the New Routing Steps Experience or legacy Comments and Ratings.
  • Applications by Reviewer: Groups feedback by reviewer and includes routing step number, routing step name, review assigned date, review due date, and review status.
  • Reviewer Completion Counts: Summarizes review status and number of reviews assigned, complete, and incomplete by reviewer.

Note: For reports with review data, responses will not show on the Excel workbook until they are submitted. Reviews in progress (i.e., drafts) won't count toward totals and averages. 

Interpreting Reports when Responses are Conditional

If the form contains conditional logic, there are some key points to understand about the exports, particularly the Application & Applicant Details - All Fields report:

• Each field that exists on the application form (i.e., Requirements page) will have its own column in the Excel export.
• Columns with conditional questions will not show data (i.e., responses):
  • If the question was not shown to the given applicant (i.e., not displayed to them based on conditional logic).
  • If the question was shown but not required and not answered for the given applicant (i.e., displayed to them but optional).
• The same rules apply for:
  • Review data if conditional logic was utilized within the review (routing step) form
  • Progress Report data

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.