Data Profiling - Instant - Export
From All n One's bxp software Wixi
Contents
1 Instant - Export
- Export - CDAs - Complete
- Export - CDAs - By Period
- Export - CDAs - Complete - Field Limited
- Export - CDAs - Custom Data Output - Complete
- Export - CDAs - Custom Data Output - By Period
- Export - Create bxp software Archive (All CDA and CCL Data)
1.1 Export - CDAs - Complete
- Choose the campaign to create a complete data file of records
- Download the generated file
1.2 Export - CDAs - By Period
- Choose the dates in which to limit the records by
- Choose the campaign to report against
- Download the generated file
1.3 Export - CDAs - Complete - Field Limited
- Choose the dates in which to limit the records by
- Choose the campaign to report against
- Choose the fields to include in the data report
- Download the generated file
1.4 Export - CDAs - Custom Data Output - Complete
- Choose the campaign to report against
- Choose the fields to include in the data report
- Choose the file format to export the file in
- Download the generated file
1.5 Export - CDAs - Custom Data Output - By Period
- Choose the dates in which to limit the records by
- Choose the campaign to report against
- Choose the fields to include in the data report
- Choose the file format to export the file in
- Download the generated file
1.6 Export - Create bxp software Archive (All CDA and CCL Data)
- Choose the campaign to report against
- Choose the outcomes to include in the report
- Download the generated file
From time to time you may wish to export your data from bxp. This section of Data Profiling manages these functions.
- Create Data Archive - Complete (Data Only)
- Create Data Archive - By Period (Data Only)
- Create Data Archive - Custom Output (Data Only)
- Custom Data Output - Data file - Complete
- Custom Data Output - Data File - By Period
- Create bxp software Archive (Data and Contact History)
Create Data Archive - Complete (Data Only)
- Choose the form from which you want to export data
- Choose the fields within this form that you would like to export
- Generate the file (this may take time, depending on the number of records)
A file containing the records will be generated showing:
- The file name
- The file size
- The file format
- The date and time it was generated
- The user who generated the file
- Click on the link to open or save the file
Create Data Archive - By Period (Data Only)
- Enter relevant dates manually in the text boxes provided or from the list of date buttons
- Choose the form
A file containing the records will be generated showing:
- The file name
- The file size
- The file format
- The date and time it was generated
- The user who generated the file
Click on the link to open or save the file
Create Data Archive - Custom Output (Data Only)
- Enter relevant dates manually in the text boxes provided or from the list of date buttons
- Choose the form
- Choose the fields you wish to report on by checking the appropriate boxes
A file containing the records will be generated showing:
- The file name
- The file size
- The file format
- The date and time it was generated
- The user who generated the file
Click on the link to open or save the file
Custom Data Output - Data File (Complete)
- Choose the form
- Choose the fields within this form that you would like to export
- Generate the file
A file containing the records will be generated showing:
- The file name
- The file size
- The file format
- The date and time it was generated
- The user who generated the file
Click on the link to open or save the file
Custom Data Output - Data File (By Period)
- Enter relevant dates manually in the text boxes provided or from the list of date buttons
- Choose the form
- Choose the fields you wish to report on by checking the appropriate boxes
A file containing the records will be generated showing:
- The file name
- The file size
- The file format
- The date and time it was generated
- The user who generated the file
Click on the link to open or save the file
Create bxp software Archive (Data and Contact History)
- Enter relevant dates manually in the text boxes provided or from the list of date buttons
- Choose the form
- Choose the Outcome in which to run the report against
A form data file report is created showing:
- Who created it
- The data and time it was generated
- The name of the form
- File format
- File size
- Records from
- Records to
- The number of CDA's - Data records
- The number of CCL's - Call records
For security reasons, a data record of this action will be logged in the system audit trail