Exporting Applicants from the UAP
Overview
The UAP allows you to create a rich data file containing selected applicant data elements. Exports are especially useful for reporting purposes. For example, you can run exports to determine:
- Applicant demographics.
- The average GPA for applicants from your school who receive at least one offer.
- The percentage of applicants from an under-represented minority.
The following video provides an overview of the options available to you when creating an export. Note that one option when creating exports is to limit the exported applicants to a specific list you've created. For detailed instructions on creating lists, review the Using Lists in the UAP article.
Creating Exports
- Using the Menu Bar, open the Reports & Exports panel, then click Export Manager.
- Click New Export.
- Select an existing list to run the export against, if applicable.
- Select an export type (.csv, .xls, .txt, or .zip). See Notes and Consideration below for additional guidance.
- Enter a name for your export.
- Select whether to include column headings. The names of the fields you select in the export become the column headings in the file.
- Select how you want to export fields with more than one result. This includes fields like college names, test scores, evaluations, etc.
- Select as many columns as needed to expand the field to display as many results as needed, based on the applicant pool you have chosen (i.e., if an applicant attended 10 colleges, the college field and all fields in that grouping will expand to 10 columns for all applicants).
- Select exactly to set a fixed number of columns allotted for all one-to-many fields (i.e., if you set it to 2 columns, all colleges attended, test scores, and experiences will expand to 2 columns each). Warning: when selecting this option for an applicant who has more answers than the number of columns you selected, you can’t control which data points appear in the export. Entering a higher number of fixed columns may help ensure that you export all necessary data.
- Select by field category to specify the number of fixed columns for a category. Selecting this option does not allow you to intermingle fields from different categories. Only sections with one-to-many fields offer the “Many” fields allowed: option.
- Indicate if the export should appear in the Menu Bar under the My Exports and Reports subpanel in the Reports & Exports panel. This option provides you with quick access to run the export.
- Select who can view the template (e.g., just yourself or everyone at your institution).
- Under the Export these fields… column, click the field groupings to view and select fields. View the UAP Fields by CAS and Notes and Consideration below for additional guidance.
- The fields you select appear in the …in this order. column. If you previously selected .txt for the export type, you can set a fixed width for each field. Depending on the field, you can also select a data transformation or filter option. These options are useful to IT staff when importing data into an SIS. See Notes and Consideration below for additional filter guidance.
- If available, enter custom column headings by clicking the default custom column heading in gray and typing in the new column heading. Note that:
- You can enter up to a maximum of 255 characters for your new column heading.
- You can’t use the same column heading for different fields in an export template.
- If you select a "many" field, UAP automatically appends "_0, _1, etc." to the end of your column heading.
- Use the grip icon to drag and drop your fields into the preferred order; the top field will export first, and the bottom last. If you select a "many" field, you can also group data by field or numerically.
- Group by Field exports the data by field category (e.g., College Name 1, College Name 2, College Name 3, College State 1, College State 2, College State 3).
- Group by Numeric exports the data by value (e.g., College Name 1, College State 1, College Name 2, College State 2, College Name 3, College State 3).
- Click Create File to save and run the export, Save Export Settings to save the customized export for future use, or Return to Export Manager to discard the export.
Notes and Considerations
Review our additional notes and best practices when building your export templates.
Step Number |
Step Description |
Notes and Considerations |
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#4 |
Export types |
Review additional information by clicking each link below:
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#10 |
Selecting fields |
Be aware that the export data order for "many" fields is arbitrary; it does not follow the order from the application, least important to most important, chronological, alphabetical, etc. Additionally, the order that data exports in one field grouping does not necessarily match the order that data exports in a similar field grouping. For example, ABC University may be listed as college 1 in the College(s) Attended field grouping while in the Transcript field grouping, it may be listed as college 3. If you're exporting college, transcript, and GPA data for an applicant, note that the college code ID is unique for each college and can be used to manually match data across different field groupings. To do so, include these fields where applicable:
For example, the college code ID "3127" for the University of Dayton is the same in the College Code, Transcript College Code, and GPAs by Transcript College ID fields. College Code field Transcript College Code field GPAs by Transcript College ID field |
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#11 |
Selecting filters and transformations |
Certain fields have a filter or transformation option. Review the descriptions below to learn more about filters and transformations. Boolean fields (i.e., Yes/No), Date fields, and Datetime fields Review Data Dictionaries and Master Code Lists to learn the transformation options for these fields. Colleges Attended
Standardized Tests
To understand the difference between Highest Overall and Maximum, review this scenario: an applicant took the GRE test twice, with the scores below.
If you select Maximum for Quantitative and Verbal, your export pulls Test 1 score (550) for Quantitative and Test 2 score (690) for Verbal. Selecting Maximum for each section creates a "superscore" that presents the best scores for each section, regardless of whether they were obtained during the same session. If you select Highest Overall for Quantitative and Verbal, your export pulls Test 2 score (530) for Quantitative and Test 2 score (690) for Verbal. Selecting Highest Overall uses the score originating from the test with the highest overall result (1220). |
How to Build a Comprehensive Applicant Export
You can include a variety of applicant data points in your exports. This video walks you through creating a comprehensive applicant export that includes the following fields:
Section |
Fields |
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Applicant Section |
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Preferred Mailing Address Section |
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Personal Section |
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Applicant Ethnicities Section |
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Designation Section |
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College(s) Attended Section |
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GPAs by Year Section |
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Official MCAT Section |
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Downloading an Export from Recent Files
Once you run an export, you'll automatically be sent to the Recent Files page. You can also retrieve exports run within the past seven days from this page. If your export has a large number of fields, it may need additional time to produce. Note that the times listed on the Recent Files page are in Eastern Time.
To download an export:
- Using the Menu Bar, open the Reports & Exports panel, then click Recent Files.
- Click the file link in the Download column. Once you download your export file, you can use your system's software to sort, reorder, and filter the data.
Managing Exports
To manage existing exports, click Export Manager from the Menu Bar. You can view and perform the following actions for exports that you created or that other users created and shared with you.
Running Exports
Click the export name to run it.
Reordering Exports
Use the grip icon to drag and drop the export into the preferred order.
Pinning Exports to the Menu Bar
Click the checkbox to pin an export in the Menu Bar under the My Exports and Reports subpanel in the Reports & Exports panel; this option provides you with quick access to run the export.
Editing Exports
Use the pencil icon to edit an export. Note that only export owners can make edits. If you'd like to edit or see the settings of an export that you are not the owner of, you can create a copy of it instead.
Copying Existing Exports
Use the duplicate icon to copy an existing export.
Deleting Exports
Use the trash icon to delete an export. Note that only export owners can delete exports.