Download the output into grouped files

  1. On the status page of the export process, select the instance of the process to download.

    • To download the output of the most recent instance, select the Recent status tab. When the status of the process is Completed, Download output is enabled on the action bar.

    • To download the output of a previous instance, select the History tab. Under History, select the instance to download.

  2. On the action bar, select Download output and select Grouped files. The Download grouped files screen appears.

  3. On the Details tab, in the Output path field, select the folder icon. The Browse For Folder screen appears so you can map to the location to save the downloaded output files.

  4. In the Group by field, select the export field to group the files by, for example, “Packages” or “Segment code.” Note: You cannot select an export field that has more than 500 distinct values.

  5. Values for the selected Group by field appear in the left box of Group options. Select the checkbox for each value to include in the first group and then select right arrow to move those values to the right box. The Group file name screen appears.

  6. In the Name field, enter a name for the grouped file and select OK. You return to the Download grouped files screen and the group appears in the box on the right.

  7. Continue adding groups until all values on the left are included in a group on the right. To view the items included in a group, select the plus sign to expand the group.

  8. In the Export format field, select whether to downlaod as CSV (comma separated value) or XSLX (Excel workbook).

  9. When the program downloads these files, it generates file names based the values of the field selected in the Group by field.

  10. Select Download. The program downloads and saves the output files at the designated output path. When the download finishes, a message appears to ask whether to open the output path.

  11. To open the output path to access the output files, select Yes. To return to the export process status page, select No.