Selected incident report information can be exported to an Excel or comma-separated value (CSV) formatted file using the Data Export feature of the CMS. Templates can be created to quickly export data periodically and schedule data export reports to be sent via email. To get additional information on scheduling reports, click here.
The Data Export feature is located on the Analytics tab as shown:
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You can choose what information to include in the export, such as dialog or incident report data.
The Data Export page is shown below. Initially, the Show Filter section is collapsed and can be expanded by clicking the dropdown arrow to expand the section.
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Select the data fields to be exported, select preferred filters, and click on the Excel Export button for an Excel-formatted export file or click on the CSV Export button for a CSV-formatted export file. Click on the Reset Filters button to clear all the filters in the Show Filter section.
If either of the 'Generate Dialog Export' or 'Download All Attachments' checkboxes are selected, a zip file will be generated. The zip file will include one file with the report data, one file with the report dialog (if applicable), and the report file attachments (if applicable). All dialog threads will be included in a separate file in the Excel or CSV format, depending on the export button selected. Each file attachment name will contain the case number and an index number to ensure uniqueness (e.g. 12345_001_picture.jpg).
Creating a Custom Data Export Template
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A custom template allows a user to save the checked data selections so that the same export can be generated in the future without having to reselect each field manually. To create a template, select the fields to be included in the data export and then click the 'Create New Template' button. After clicking the button, a 'New Template Name' field will be displayed as shown below:
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Enter a name for the template in the 'New Template Name' field and click the Save button.
When templates exist for a user, the Data export page will include a dropdown list for the user to select a template, as shown below:
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After selecting a template, the user can also choose to update the template by selecting/unselecting checkboxes and clicking the 'Update Template' button. An existing template can be deleted by clicking the 'Delete Template' button.
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Email Report
An Email Report checkbox will be displayed for Connects Standard Enterprise service level users. To find out more information on this feature, click here.
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