Exporting and Downloading Data from Impala

Who can export data from Impala?

• Premium Subscribers: Most premium subscriptions include some export records, which can be used to download datasets. Premium users can also download any List on their account.

  • Ecosystems Research Subscribers: Unlock custom ecosystem PDF reports along with their premium tool access.
  • Due Diligence Subscribers: Unlock Due Diligence PDF reports for individual organizations, with customizable templates.
• Free Users: All users can download Profile Overview PDFs. Users with access to a Philanthropy Hub can also download the Hub's Sector Report PDFs.

What can be exported?

Most data tables and lists across the platform feature an export option. Common exports include:

• Organization Lists: Take your curated lists of potential funders or prospective grantees into your CRM or spreadsheets.
• Grants Tables: Download full histories of grants given or received by specific organizations or within an Ecosystem.
• Due Diligence Reports: Generate comprehensive summaries of an organization’s IRS eligibility, financial health, and governance.
• Sector Reports: Export high-level data on ecosystems, including top funders and peer benchmarks.

Export Formats

Depending on your goals, data can be downloaded in two primary formats:

1. CSV (Spreadsheet)

   1. Best for data analysis and CRM upload. You can export almost any chart or table to a .csv file by clicking the "Export to CSV" button located at the top right of the data section.

   2. CSV exports require export records which are usually included with a premium subscription. Learn more about export records here.

1. PDF (Reports)

   1. Best for presentations and sharing insights with non-Impala users. Impala's PDF sector reports include beautifully branded visualizations of financial and funding trends, organization lists, and key insights.

How to Export Data

1. CSV (Premium Users Only)

   1. Datasets (ie. Grants Given, Funder List): Click the "Export to CSV" button located at the top right of the data section you want to download. You will receive the file via an email with a download link.
      
   2. Lists (ie. Prospect Lists, Sub-Portfolios): From the Lists tab, click into the list you want to download. Click the 3 dots in the upper right corner and select "Export to CSV". The list will direct download to your computer through your browser.
      
2. PDF
   1. Profile Overviews: On the Overview tab of any organization profile, click the "Export to PDF" button in the upper right corner. You will receive the file via an email with a download link.
      
   2. Due Diligence Report: On the Due Diligence tab of any nonprofit profile, click the "Export" button in the upper right corner. You will receive the file via an email with a download link. Only available for Due Diligence subscribers.
      
   3. Ecosystem/Sector Reports: 
      1. From a Hub: Click the "Export PDF" button on the ecosystem you want to download. You will receive the file via an email with a download link.
         
      2. From a custom ecosystem: Once you have define your custom ecosystem, click the "Export" button in the upper right. You will receive the file via an email with a download link. Only available for Ecosystems Research subscribers.