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  • Downloading Person List

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Use this function to download person data for

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reporting,

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newsletter sending or other administrative functions.

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Thus, the ability to download these information are essential to Resultsvault. A list of persons that meet certain criteria could be sorted out and downloaded using the below three options

 

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Using default person list

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There are three ways to sort and download Person Lists:

 

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titleUsing person list (default)

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  1. On the Person List screen, use the standard filtering criteria such as role, sub-role, name, date of birth, gender,

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  • Select fields for displaying on the download list

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  • Scroll down the page and click on Download link

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  1. to create your person list to download.
  2. Click Display Output Fields link to display output field options. Select the fields you wish to download.
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  3. Click Download Data link at the bottom of the screen.
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  4. Select your download format option and click OK.
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titleUsing custom person list
  • Go to Organisation or Competition >>People >> Custom Person Lists > Manage
  • Custom Person List must have been created to view first. Unlike the default list, this contains all additional information collected by the active organisation using Custom Person Field

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  • Scroll down the page to download in preferred format

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  1. On the Custom Person List Management screen, select the custom person list and click View. The Custom Person List will display.

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  2. Click Download Data at the bottom of the screen.
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  3. Select your download format option and click OK.

 

 

 



 

Using person filter

  • Go to Organisation or Competition >>People >>Person Filter
  • Person Filter must have been created to view first. It looks pretty much the same as default person list yet in shorter version because people who are shortlisted here meet a certain static or dynamic filtering criteria. The filter is saved in this place for future usage without having to sorting out again. 

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