Difference between revisions of "Data Profiling - Instant - Export"

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*Download the generated file
 
*Download the generated file
  
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From time to time you may wish to export your data from bxp.  This section of Data Profiling manages these functions.
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#Create Data Archive - Complete (Data Only)
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#Create Data Archive - By Period (Data Only)
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#Create Data Archive - Custom Output (Data Only)
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#Custom Data Output - Data file - Complete
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#Custom Data Output - Data File - By Period
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#Create bxp software Archive (Data and Contact History)
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'''Create Data Archive - Complete (Data Only)'''
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*Choose the form from which you want to export data
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*Choose the fields within this form that you would like to export
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*Generate the file (this may take time, depending on the number of records)
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A file containing the records will be generated showing:
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#The file name
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#The file size
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#The file format
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#The date and time it was generated
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#The user who generated the file
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* Click on the link to open or save the file
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'''Create Data Archive - By Period (Data Only)'''
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* Enter relevant dates manually in the text boxes provided or from the list of date buttons
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* Choose the form
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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
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#The data and time it was generated
 +
#The name of the form
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#File format
 +
#File size
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#Records from
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#Records to
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#The number of CDA's - Data records
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#The number of CCL's - Call records
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For security reasons, a data record of this action will be logged in the system audit trail
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[[Category:Module Specific:Data Profiling]]
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[[Category:Topic:Security]]
  
  
 
[[Category:Module Specific:Data Profiling]]
 
[[Category:Module Specific:Data Profiling]]

Latest revision as of 17:37, 31 December 2015

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.


  1. Create Data Archive - Complete (Data Only)
  2. Create Data Archive - By Period (Data Only)
  3. Create Data Archive - Custom Output (Data Only)
  4. Custom Data Output - Data file - Complete
  5. Custom Data Output - Data File - By Period
  6. 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:

  1. The file name
  2. The file size
  3. The file format
  4. The date and time it was generated
  5. 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:

  1. The file name
  2. The file size
  3. The file format
  4. The date and time it was generated
  5. 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:

  1. The file name
  2. The file size
  3. The file format
  4. The date and time it was generated
  5. 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:

  1. The file name
  2. The file size
  3. The file format
  4. The date and time it was generated
  5. 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:

  1. The file name
  2. The file size
  3. The file format
  4. The date and time it was generated
  5. 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:

  1. Who created it
  2. The data and time it was generated
  3. The name of the form
  4. File format
  5. File size
  6. Records from
  7. Records to
  8. The number of CDA's - Data records
  9. The number of CCL's - Call records

For security reasons, a data record of this action will be logged in the system audit trail

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