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[Providers] How do I export a summary report of applicant information?
[Providers] How do I export a summary report of applicant information?

Export a summary report of applicant information on the Evaluate Applications page.

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Written by Eleanna Garcia
Updated over 4 months ago

Providers can export a summary report of all applicant info from scholarships that:

  • have not passed the deadline, or

  • are within 3 months of the deadline.

Export this report by following the steps below:

  1. Login to your Provider Portal.

  2. Click the Menu button in the top left corner, then click the My Active Scholarships tab. The Evaluate Applications page will load.

  3. Click the More menu on the right side of a scholarship name.

  4. Select Summary (Excel) or Summary (CSV).


To download a CSV file of all applicant information for all the scholarships in your program, click the Download Summary CSV button at the top of the Evaluate Applications page.

The report will only display scholarships that

  • have not passed the deadline, or

  • are within 3 months of the deadline.

If the report doesn't download, double-check that your scholarship deadlines have not passed.

If your deadlines have passed and you need the report, contact support@goingmerry.com. Be sure to explain the situation and whether you're requesting a report of applicant information for all scholarships in your program or for a specific scholarship.


What information appears in the report?

  • Any profile or demographic information you requested on an application.

  • The applicant's responses to any application questions.

  • Basic application details such as:

    • When the application was submitted (the date);

    • Application status;

    • Provider Name;

    • Scholarship Name;

    • Evaluation Rating;

    • Winner;

    • Amount Won;

    • Application ID.

Examples of profile information:

  • Applicant names;

  • Email addresses;

  • Phone number;

  • Residential address;

  • School Name;

  • GPA.

Additional profile information can be gathered, these are just examples. The provider determines the information applicants must submit when setting up the scholarship.

Examples of demographic information:

  • Ethnicity;

  • Household income;

  • Parent Info.

Additional demographic information can be gathered; these are just examples. The provider determines the information applicants must submit when setting up the scholarship.


What is not in the report?

If you didn't request specific profile or demographic information, it won't appear in the report. For example, if you didn't want to collect SAT/ACT scores, that information won't appear on applications or on the summary report.

Supporting documents (transcripts, recommendation letters. etc.) do not appear in the report.


What does a report look like?

A summary report sorts applicant information in columns and rows. Here's what a summary report looks like:

After downloading the report, use the filter option in Microsoft Excel or Google Sheets to filter data.

For example, perhaps you'd like to see which applicants your selection committee selected as winners. After downloading the report, select all columns and rows in the report. Filter the report, then sort the Winner column. If a student was selected as a winner, the Winner column will have text that says, "Yes."

Example of filtering a report in Microsoft Excel:

Sort information in Microsoft Excel:

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