> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/analyze/summary-export.md).

# Summary Export

Download a high-level compilation of data across PEARS modules from the User Dashboard.

The Summary Export provides a high-level compilation of data across most PEARS modules. It is downloaded from the User Dashboard and contains one worksheet per module.

![Screenshot: User Dashboard with the Export button highlighted in the upper right corner](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-6e3e44f91596d7cf5e74552a806fad70c672d2dc%2Fsummary-export-dashboard-button.png?alt=media)

## How to Download

{% stepper %}
{% step %}

#### Navigate to Impact Dashboards

From the PEARS homepage, open the **Analyze** menu and select **Impact Dashboards**.
{% endstep %}

{% step %}

#### Open the User Dashboard

Click the **User Dashboard** tile from the displayed list.
{% endstep %}

{% step %}

#### Adjust filters

Modify the dashboard filters to select the data set you want to export.
{% endstep %}

{% step %}

#### Export

Click the **Export** button in the upper right corner. PEARS generates the workbook and then downloads an Excel file named **Summary Export** followed by a date-and-time stamp.
{% endstep %}
{% endstepper %}

## Export Contents

The exported file contains the following sections:

### Codebook

The first worksheet documents the export metadata, including the date the export was run, the user who ran it, the filters that were applied, and descriptions of each worksheet and its fields.

### Module Worksheets

One worksheet is included for each applicable module:

* Action Plans (Extension organizations only)
* Action Plans Outcomes (Extension organizations only)
* Quarterly Efforts (Extension organizations only)
* Direct Contacts (Extension organizations only)
* Program Activities
* Success Stories
* Indirect Activities
* Partnerships
* Coalitions
* PSE Site Activities
* Social Marketing Campaigns

### Common Fields

Most worksheets include the following columns: **ID**, **Title** or **Name**, **Status**, **Unit**, **Program Areas**, **Collaborators**, **Contributors**, **Created By**, **Last Modified**, **Number of Attachments**, **Comments**, and **Link to Record**.

Module worksheets also include **Action Plan IDs** and **Action Plans** columns where applicable; the Action Plans Outcomes worksheet uses **Linked Action Plan ID** and **Linked Action Plan Title** instead. For modules that support multiple action plans, the action plan IDs and names are concatenated. Direct Contact action plan columns only appear if the organization has the action plans for direct contacts setting enabled.

![Screenshot: Opened Summary Export Excel file showing the Codebook worksheet and module worksheet tabs at the bottom](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-05cec7c73876a2909d35081c76839c27b0f6da44%2Fsummary-export-excel-output.png?alt=media)

{% hint style="info" %}
**TIP:** For detailed field-level data, use the module-specific exports available from each module's list view, or review records directly in PEARS.
{% endhint %}