Report + Schedule

Evaluator Data Export Pack

Clean data for your evaluation consultant

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Export configuration screen with field checklist and a schedule card reading 'Monthly to evaluator@—'.

When the evaluation consultant asks for participant-level data, this template answers. It exports submission-level records with measures, savings values, dates, and document links in a clean, documented schema. Set a recurring schedule during evaluation season or run it on demand. Includes a data dictionary the evaluator will thank you for.

What's included

  • Participant-level export with documented schema
  • Data dictionary included
  • Recurring delivery schedule
  • Document-link bundling

Features showcased

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    A full rebate program in one save

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Evaluator Data Export Pack

Free with any plan · Sets up in 15 min

Evaluator Data Export Pack

Free with any plan · Sets up in 15 min