This article explains how to create, configure, and run export templates within the Pear Suite Platform. These templates allow organizations to generate custom reports for members, activities, goals, and medications by mapping specific platform data to spreadsheet columns for external reporting or analysis.

Step 1 – Access the export template builder

1. Navigate to the left-hand menu and select Data Management
2. Click the Export Templates tab at the top of the page
3. Click the Create Export Template button to begin

Step 2 – Select creation method and export type

1. Choose your starting method:
   • Select CSV: Upload an existing spreadsheet to automatically pull in column names and start mapping data immediately
   • Get Started Manually: Build the template from scratch by defining each column yourself
2. Select the Export Type based on the data you need:
   • Member Export: Pulls data based on individual members, typically resulting in one row per member
   • Activity Export: Pulls data based on activity instances, resulting in a unique row for every activity completed
   • Goal Export: Pulls data specific to member goals
   • Medication Export: Pulls data specific to member medications

Step 3 – Configure template settings and filters

1. Enter a Name for your export template (Required)
2. Configure optional settings as needed:
   • Get Historical Data: Select this to show multiple versions of member data as it has changed over time
   • Member Groups Filter: Choose specific groups to limit the export to only those members
   • Member Data Filter Conditions: Add specific logic to filter the report (e.g., setting a condition where "Insurance" equals a specific health plan to generate plan-specific reports)

Step 4 – Map data columns

1. Define the Column Name for the header of your spreadsheet
2. Select the Column Type to determine what data fills that column (the list below is not exhaustive and the column types are dependent on the type of export you select) :
   • Constant: Fills every row with the same specific text
   • Data ID: Pulls specific data points from the platform (e.g., First Name, Housing Status)
   • Export Details: Pulls metadata such as the date the export was generated
   • Member Details: Pulls information such as assigned user
   • Organizational Details: Pulls information like org NPI numbers, or phone number
   • Random ID: Assigns a unique random identifier to each row
   • Question: Pulls data specific to a question within an activity
   • Activity: Activity pulls things like the date or duration of the activity 
3. If using Data ID, search for and select the specific ID you wish to pull
4. Repeat this process for every field you want included in your spreadsheet

Step 5 – Save the template and generate an export

1. Click Create Export Template to finalize your configuration
2. To pull the data, click on your new template from the Export Templates list
3. Navigate to the Exports tab within the template settings
4. Click Create New Export and select the date range for the data you wish to retrieve
5. If the file is processing, click Refresh if needed until the download link appears
6. Click the file link to download your completed export