Download/Send Data Exports

Before downloading or sending a data export, ensure that the export has been configured with the correct format and includes all desired parameters. The following articles discuss each available data export format and how to set a date range schedule for the export.

 

Downloading a Data Export

Select the Download option to locally save a CSV, GLOSXML, or NDBCXML file of the data export depending on the chosen format.

Data Export download option.

 

Sending a  Data Export

Recurring data exports may be sent through email or FTP to multiple recipients or a secure network. There are two options for sending a data export to an outside party:

  • Email
  • FTP/SFTP

Send options: Email or FTP

 

Email

The Email Export option allows the user to send a data export to multiple recipients.

  1. Enter the name of the data export beside Filename.
  2. Enter the user emails line-by-line that you wish to send the export.
    1. If the email name is too long, expand the Emails box by clicking the two lines at the bottom right and dragging the box outward.
  3. There are two action options for sending the email:
    1. Send Now sends a single, immediate email to the specified users.
    2. Schedule allows the user to send the export via email at a recurring interval.
  4. Click DONE at the bottom to send the email or apply the schedule.
  5. A prompt will appear to confirm that the email was sent successfully.

Immediately send data export to desired email address.

Example: Send data export to desired email addresses on Monday every 12 hours.

 

FTP

The FTP/SFTP option allows the user to send the exports to a specified network location.

  1. Enter the name of the data export beside Filename.
  2. The following information must be known to send the file correctly:
    1. Network Host
    2. Network Port
    3. Username/ Password
    4. Network Directory
    5. FTP, FTPS, or SFTP protocol
    6. Active or Passive Transfer Mode
  3. If the export is saved, the FTP/SFTP option also contains the two schedule actions listed above in the Email Export section.
  4. Click DONE at the bottom to send the report.

SFTP/FTP Report option