Data Export
PCH-SIG allows exporting data in different formats for analysis and reporting.
Export types
List export
From each module, export the displayed data:
- Households
- Beneficiaries
- Payments
- Cycles
Report export
Pre-formatted reports:
- Monthly report
- Quarterly report
- Annual report
Custom export
Build custom reports.
Available formats
| Format | Extension | Usage |
|---|---|---|
| CSV | .csv | Import into Excel, databases |
| Excel | .xlsx | Analysis and manipulation |
| Printing and archiving | ||
| JSON | .json | Technical integration |
Export a list
- Access the list (Households, Beneficiaries, etc.)
- Apply the desired filters
- Click Export
- Select the format
- Download the file
The export includes all data matching the filters, not just the displayed page.
Exported columns
Households
| Column | Description |
|---|---|
| Code | Unique identifier |
| Head of household | Full name |
| Phone | Contact number |
| Region | Geographic area |
| Municipality | Municipality |
| Size | Number of members |
| PMT Score | Poverty score |
| Category | Poverty level |
| Status | Household status |
| Eligible | Eligibility |
| Collection date | Registration date |
Beneficiaries
| Column | Description |
|---|---|
| Name | Full name |
| Household code | Household reference |
| Phone | Contact |
| Payment method | Mobile Money / Bank |
| Account | Account number |
| Status | Active / Inactive |
Payments
| Column | Description |
|---|---|
| Reference | Payment number |
| Beneficiary | Beneficiary name |
| Cycle | Payment cycle |
| Amount | Sum transferred |
| Status | Payment status |
| Date | Payment date |
Export with formatting
Excel
Excel export includes:
- Colored headers
- Automatic filters
- Adjusted column width
- Number formatting
PDF
PDF export includes:
- Report title
- Export date
- Pagination
- Logo (optional)
Scheduled export
For regular reporting needs, exports can be scheduled:
- Go to Settings > Scheduled exports
- Configure:
- Data type
- Filters
- Frequency (daily, weekly, monthly)
- Email recipients
- Activate the export
Files are automatically sent to recipients.
Limits
| Parameter | Limit |
|---|---|
| Maximum size | 100,000 rows per export |
| Columns | All available columns |
| History | Exports retained for 30 days |
For large exports, use background export.
Background export
For large data volumes:
- Click Export > Background export
- Configure the export
- Start
- You will receive a notification when the export is ready
- Download from My exports
Security
- Exports are logged in the audit trail
- Only data authorized by your permissions is exported
- Sensitive files can be password protected
Export API
For integration with other systems, the API allows:
GET /api/export/menages?format=csv®ion=dakar
See the API documentation for available endpoints.