Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Reviewing All Export Requests for Your Company

The Master Export Request Queue page displays a list of the pending and completed export requests that are currently retained for your company. You can review the export requests that were submitted from List pages, as well as the export requests that were submitted through the Data Export Assistant. You can also retrieve the attachments that contain the output from the requests.

About the Retention Period for Export Requests and Export Request Attachments

In the standard application, Oracle CRM On Demand retains the details of export requests and their output for a certain period, as follows:

  • The details of an export request are retained for 60 days, and are then purged.
  • The output from an export request is retained for 168 hours (that is, seven days), and is then purged.

The retention periods apply to export operations that are submitted through List pages, as well as to export operations that are submitted through the Data Export Assistant.

Your administrator can change the retention periods for export requests and their attachments, by changing the values in the following fields on the company profile:

  • Export Request Expiry Days
  • Export Request Attachment Expiry Days

For information about updating these fields, see Configuring Company Settings.

The following procedure describes how to review all export requests for your company.

Before you begin. To perform the following procedure, your user role must have the Access Master Export Requests privilege.

To review all export requests for your company

  1. In the upper right corner of any page, click the Admin global link.
  2. In the Company Administration section, click Company Administration.
  3. In the Company Audit section, click Master Export Requests.

    When you first open the Master Export Request Queue page, the list of requests is sorted by the submitted date, with the most recently submitted request at the top of the list. You can limit the requests that you see by selecting a list from the drop-down Export Requests field. You can also use the quick filter fields to further refine the lists.

    The following table describes the fields on the Master Export Request Queue page.

    NOTE: For export requests that are submitted through List pages, the names of the exported lists are not shown on the Master Export Request Queue page. If you want to see the list names, then you can refine the list of requests and add the List field. However, adding the List field to the page can affect the performance of the Master Export Request Queue page.

    Export Record Information

    Description

    Type

    The type of request, either Personal or Company.

    Export Type

    The type of export:

    • Full. A full export of your company's data.
    • Partial. A partial export of your company's data.
    • List. An export request made from a List page.

    Record Type

    The record types. For partial requests that include child records, the child record is indicated in the format Parent:Child, for example: Account:Contact.

    Status

    The status, for example: In Progress or Completed.

    Client Name

    The name of the client application.

    Requested For

    The user for whom the request was submitted.

    Requested By

    The user who submitted the request. An administrator can create a personal extract request for a user through Web services.

    Submitted

    The time and date when the export request was submitted.

    Completed

    The time and date when the export request was finished.

    # Exported

    The number of records that were exported.

The following procedure describes how to review the details of an export request.

To review the details of an export request

  • In the row for the request, click the Export Type or Record Type link to open the List Export Request Detail page or the Export Request Details page.

    The page displays the export properties, including the number of records exported (# Exported). For export requests that were submitted through the Data Export Assistant, the page also shows the number of record types successfully exported without any problems (# Completed Objects). In the Export Record Types section of the page, you can see details of the number of records that were exported for each record type.

For information about downloading and deleting export request attachments, that is, the ZIP files that contain the output from the export requests, see Downloading and Deleting Export Request Attachments.

NOTE: To download the export request attachments for export operations performed by all users, your user role must have the Access all Export Request Attachments privilege. If your user role does not have this privilege, then you can download only the attachments for the export operations that were performed by you or your subordinates.

Managing Lists of Export Requests

A number of filtered lists are available in the drop-down picklist of lists in the Master Export Request Queue page. You can refine the existing lists, for example, you can add and remove fields from a list. You can also create new lists. The following procedure describes how to manage lists of export requests.

To manage lists of export requests

  • In the title bar of the Master Export Request Queue page, click Menu, and then select the option for the task that you want to perform, as follows:
    • Export List. Export the list to a file, see Exporting Records in Lists.
    • Record Count. Count the records in the list, see Counting Records in Lists.
    • Refine List. Refine the list, see Creating and Refining Lists. For example, you can change the list filter, select different fields to display, or change the sort order for the list.
    • Save List. Save the list. Selecting this option opens a page where you can select options for saving the list.
    • Show List Filter. View the filter that is currently defined for the list.
    • Create New List. Create a new filtered list, see Creating and Refining Lists.
    • Manage Lists. View details of the list, or change the order in which the list appears in the picklist of lists on the List page, see Manage Lists Page.

Published 7/3/2018 Copyright © 2005, 2018, Oracle. All rights reserved. Legal Notices.