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 to schedule data export reports to be sent via email. To get additional information on scheduling reports, click here.
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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).To download files related to a specific incident report, you can access them via the ‘Mange Files’ icon on the Incident Reports page.
Creating a Custom Data Export Template
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