Reporting Raw Data Download
What this feature does: Reporting Raw Data Download lets users export raw reporting data from the Mentoring and Coaching application. This gives schools and program teams access to the underlying records behind dashboard summaries so they can complete reporting, analysis, reconciliation, and downstream processing in other tools.
The Mentoring and Coaching dashboard provides aggregated insights and visualizations, but many users also need access to the underlying data. Raw data download closes that gap by allowing users to export records for the school year and work with them outside the application.
This capability is intended to support common day-to-day needs such as operational reporting, stipend documentation, filtered list exports, and further analysis in spreadsheet or reporting tools.
Primary user value: Users can move from viewing summarized data to downloading actionable raw data that reflects the records they need for real work.
Who this is for
This feature is designed for multiple user roles in the application.
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Administrators who need complete or filtered participant data for a school year
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Mentors who need records related to their mentees, coaching hours, or check-ins
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Mentees who need a downloadable record of check-ins for reporting or stipend submission
Why it matters
Raw data download is a foundational product capability. While dashboards are useful for quick interpretation, exported data gives users greater flexibility.
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It supports formal reporting needs
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It allows users to retain a working copy of relevant records
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It makes it easier to combine application data with other local or district data sources
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It enables deeper analysis outside the platform
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It reduces manual re-entry and screenshot-based reporting
In short, dashboards answer “What is happening?” while raw downloads help users answer “What do I need to do with this information next?”
What users can do
Depending on their role and permissions, users can download raw data relevant to their work. The exact data available may vary by persona, but the intended experience includes the following capabilities:
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Download participant data for a selected school year
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Download data based on active filters
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Export records for mentors or mentees
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Download check-in activity for reporting purposes
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Export relationship or coaching-hour data for further analysis
Common user scenarios
Administrators
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Download all mentors for the selected school year
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Download all mentees for the selected school year
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Apply filters such as location or mentee type, then download only the filtered results
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Use exported data for district reporting, audits, and local analysis
Mentors and mentees
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Download a list of check-ins for the school year
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Use the export to support stipend submission or participation verification
Mentors
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Download a list of assigned mentees for the school year
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Review coaching hours associated with each mentee
Expected behavior
The feature is expected to behave in a way that is familiar, predictable, and useful for end users.
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If a user applies filters before downloading, the export should reflect those filtered results
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Users should only be able to download data appropriate to their role and access level
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Downloaded data should represent raw records rather than only summarized dashboard values
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The experience should work across the supported personas of admin, mentor, and mentee
Best practice: Apply filters before exporting when you only need a specific subset of records. This helps reduce cleanup work after download and makes the exported file more immediately usable.
At a glance
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Area |
What users need |
How this feature helps |
|---|---|---|
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Dashboard reporting |
Access to underlying records behind summarized visuals |
Provides downloadable raw data |
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Operational workflows |
Lists that can be sorted, reviewed, and shared |
Exports data into a format users can work with offline |
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Filtered analysis |
Results for a specific group, school year, or condition |
Supports download of filtered results |
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Stipend or participation reporting |
Record of completed check-ins |
Allows mentors and mentees to export relevant check-in data |
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Program oversight |
Participant and coaching relationship detail |
Enables admins and mentors to export relevant raw records |
Benefits for users
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More flexibility: Users can analyze data in spreadsheets or import it into other systems
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Better reporting: Teams can produce reports that require row-level detail
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Less manual effort: Downloaded records reduce the need to recreate information by hand
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Improved transparency: Users can verify the detailed records behind visual summaries
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Stronger workflow support: The feature better aligns the application with common education program operations
Scope of this capability
This enhancement focuses on adding downloadable raw data functionality to the application. The core goal is to make export possible for key user roles and to ensure downloads can reflect the filtered view users have selected.
This is not primarily a new analytics experience. Instead, it is a practical export capability that complements existing dashboards and reporting views.
What success looks like
This feature is successful when users can reliably export the data they need without extra manual work.
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Admins, mentors, and mentees can access appropriate download options
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Downloads reflect the filtered results the user selected in the application
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Users can complete common reporting tasks using the exported data
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The feature increases adoption of data export workflows in the platform
Product intent: A key measure of success for this feature is increased use of data download in the platform, indicating that users are finding the exported data valuable for real reporting and operational workflows.