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Updated user documentation about exporting partners
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docs/user_guide/bank/exports.md

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@@ -191,7 +191,9 @@ For each filtered Item, the export includes:
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- Quantity (across your entire bank)
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## Partners
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The partners export contains high level information about the partner. It does not contain the information in the partner profile.
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The partners export contains high level information about the partner and information from the partner's profile that matches the sections of the partner profile form you have enabled.
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A full, detailed list of the fields in the partner profile can be found ["here"](pm_partner_profiles.md)
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### Navigating to export partners
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Click "Partner Agencies", then "All Partners" in the left-hand menu. Then click "Export Partner Agencies"
@@ -219,8 +221,83 @@ For each partner in the filtered list:
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- Agency Type,
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- Contact Name,
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- Contact Phone,
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- Contact Cell,
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- Contact Email,
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- Agency Mission,
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- Child-based Requests,
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- Individual Requests,
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- Quantity-based Requests,
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- Program/Delivery Address,
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- Program City,
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- Program State,
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- Program Zip Code,
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- Notes
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- Counties Served
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- Providing Diapers
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- Providing Period Supplies
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Optionally, the export will also include the following fields from the Partner Profile if the associated section of the form is enabled.
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Media Information
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- Facebook,
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- Twitter,
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- Instagram,
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- No Social Media Presence
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Agency Stability
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- Year Founded,
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- Form 990 Filed,
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- Program Name,
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- Program Description,
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- Program Age,
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- Evidence Based,
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- Case Management,
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- How Are Essentials Used,
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- Receive Essentials From Other Sources,
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- Currently Providing Diapers
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Organization Capacity
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- Client Capacity,
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- Storage Space,
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- Storage Space Description
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Sources of Funding
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- Sources Of Funding,
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- Sources Of Diapers,
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- Essentials Budget,
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- Essentials Funding Source
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Population Served
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- Income Requirement,
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- Verify Income,
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- % African American,
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- % Caucasian,
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- % Hispanic,
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- % Asian,
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- % American Indian,
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- % Pacific Island,
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- % Multi-racial,
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- % Other,
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- Zip Codes Served,
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- % At FPL or Below,
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- % Above 1-2 times FPL,
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- % Greater than 2 times FPL,
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- % Poverty Unknown
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Executive Director
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- Executive Director Name,
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- Executive Director Phone,
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- Executive Director Email
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Pick Up Person
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- Pick Up Person Name,
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- Pick Up Person Phone,
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- Pick Up Person Email
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Agency Distribution Information
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- Distribution Times,
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- New Client Times,
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- More Docs Required
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## Product Drives
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### Navigating to export Product Drives

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