Exports

When you export data from the program, you extract information from the database so you can download it for use in another software application. For example, you can use information from the program in a spreadsheet program to perform further analysis. In Export, you create export processes, which are tools that enable you to extract data and generate output files. When you create a process, you specify the records to export. You can use the output of ad-hoc queries or smart query instances, or specify a selection of records to use in combination with export definitions. After you create a process, you specify the format for the output file. You can also schedule the process so that it runs at the time most convenient for your organization, such as overnight.

On the Exports page, you can view a list of all the export processes in the Exports grid. For each export process listed, you can view its name, description, and export type. You can also view the query or selection and export definition associated with it, the user who last ran the process, the date the user ran it, the status of the most recent operation of the process, and the associated sites. To access the Exports page from Administration, click Export.

From the grid, you can add, edit, delete, and start export processes. You can also click a process name to go to the individual process status page and view its details.

Tip: Export processes, status records, and output files use space in the database. We recommend you regularly remove old export files that you no longer use.