YPO - Chapters & Regions

Pulling data out of the Chapter Management Hub and into Excel or a CSV file takes a few clicks for chapter reports.

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1. Click on the Chapter Data module.

3. Click on the dropdown carat next to Edit and select Export.

4. In the popup, you will see export options:

- Formatted Report - Use this if you want your exported report to keep your <a href="https://intercom.help/ypochapterplatformguide/en/articles/11198984-ch-hub-report-editing-group-by-row-and-columns" target="_blank" rel="nofollow noopener noreferrer">row and/or column groupings</a> or <a href="https://intercom.help/ypochapterplatformguide/en/articles/11328962-cm-hub-adding-summaries-to-a-report" target="_blank" rel="nofollow noopener noreferrer">summarizations</a>.
- Details Only - Use this option if you want all of the report details as rows in a spreadsheet.

5. Choose the format for the exported file from the.

7. Find the exported report in your device downloads.

YPO uses international dates (DMY). Your location and laptop settings will determine how Excel formats these dates on an exported report. <a href="https://www.exceldemy.com/excel-change-default-date-format-us-to-uk/" target="_blank" rel="nofollow noopener noreferrer">Check out options for helping Excel view the dates like you need them!</a>

Reach out to your regional manager (RM) or chapters and regions community manager (CRCM) at <a href="mailto:concierge@ypo.org" target="_blank" rel="nofollow noopener noreferrer">concierge@ypo.org</a> for additional support.

Sometimes you want your data in a spreadsheet! Through the CM Hub you can export reports with a few clicks.

CM Hub: Export a report

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CM Hub: Export a report

Usage

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Steps

Open a chapter report

Choose your export options

Things to know

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