Program Management: Exporting Application Information

What is an Application Information Report(XLS)?

An Application Information Report is a report that includes all application questions and answers from each applicant for a specific program. This includes all questions that were asked in an application, including questions that were set as a field data type. 

What does the Report look like?

The report will include all of the applicant's data and responses in one single row. The report includes application questions with applicant answers, application status, application ID and Contact ID. The report will be exported as an Excel file.

How do I export an all applicant data report for one of my programs?

Step 1.) Login to your Kaleidoscope account and select ‘client’ when logging in.

Step 2.) Click ‘programs’ on the Kaleidoscope ribbon at the top of your screen.

Step 3.) Select the program you would like the report for.

Step 4.) Select the applicants you need the report for. You could select specific applicants, or you could select all submitted applicants, all draft applicants, etc.

  • In the example below, I would like an all applicant data report for the 16 submitted Women in Stem applicants

Step 5.) Navigate to the upper right section of the page and click the "Run Report", then click "Application Information Report (XLS)"




Step 6.) After you selected ‘Application Information Report (XLS)’, the download process to create the report has been initiated. Navigate to your 'Reports' tab to export the report. Larger reports may take longer and it will say pending if the report is not yet ready to be downloaded (You will also receive an email directly to your inbox with a link to download the report once it is complete).  


Step 7.)  Click 'Download'

The report will then be accessible from the top of your browser (if using chrome), or the 'downloads' folder on your local device.


Step 8.) You are done! You have successfully exported an Application Information Report for your program.

The report will look like the below as an Excel file.