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Managing Your Data Projects with Grepsr

A project is a vehicle through which customer requirements are translated into workable data, delivering value. Project requirements include:

  • Data requirements: URLs to source data from, data points to extract, data structure & format, and additional instructions such as specific categories of data to source.
  • Delivery requirements: Frequency of data extraction, data formats and delivery destinations.

Projects requiring data to be pulled only once are referred to as one-time projects. Time-sensitive data prone to frequent changes can be pulled as often as weekly, daily, or even hourly, and are referred to as recurring projects. A fully executed project contains:

  • One or more reports with data
  • A messaging section for project conversation
  • A quality dashboard to monitor data quality
  • Report-specific configurations for scheduling and data delivery

Create a new project

Customers with existing accounts can create new projects for additional data needs.

To create a new project:

  • Click on the “Create a new project” button in the Projects page (top right).
  • Fill in a Project name and select the frequency of data extraction (One-time/Recurring). Recurring projects imply periodic data extraction.
  • Click Next to proceed. On the following screen, fill in your data requirements including URL(s) to source data from and data points to extract. Lastly, provide any additional relevant information.

Additional details

  • When creating a project, don't worry about providing all details immediately. By creating a project, you’re registering an intent. Our customer success team will work with you to ensure all requirements, whether simple or complex, are correctly captured.

Update your project requirements

Project details, including initial requirements, may need to be updated. The Project details page allows you to update project details as needed. Common updates include:

  • Project name: Change the project name.
  • Tags: Add or update tags to make it easier to segment and search projects. Tags are not mandatory but are useful in larger accounts.
  • Project owner: Designate a representative from your team as the point of contact for the project. If personnel changes occur, you can transfer ownership by selecting a new representative from the list.

Reports

A successful project has at least one report. With reports, we can break down the overall data deliverables for a project into smaller chunks. For instance, a project requiring a list of all McDonald’s locations in the United States can be split into reports for each state. The organization of the overall data into reports is driven by the customer’s need with Grepsr providing suggestions on best practices. Once all the requirements are confirmed, a report is created from the Grepsr side for clients to consume the extracted data.

Project owner

  • Every project has a project owner who is the point of contact for the project and the requirements. By default, user who creates the project is a project owner however managers can change the project owner if needed.