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*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
[[Category:Module Specific:Data Profiling]]
[[Category:Topic:Security]]
[[Category:Module Specific:Data Profiling]]