Create a new export

If you have the appropriate business role permission in Oracle Site Activate, you can access the Data Export Utility to create a unique export that contains your preferred data and export the result to a .csv format file.

  1. From the Oracle Site Activate top navigation, hover over Reports and click Data export.
  2. On the Data export reports page, click New Report.
  3. On the New Report pop-in, choose Study Sites Cube, Study Level Documents Cube, Study Milestones and Submissions Cube, Study Notes Cube, Study Artifact Cube, Study Activity Cube, or Study Submissions Cube from the drop-down list.
  4. Click Continue.
  5. At the top of the pop-in, enter your preferred Report name.
  6. Under Columns added, choose the dimensions you would like to add as columns. You can scroll through the list or search for a specific dimension. As you add dimensions, the "Columns added" count increases.
  7. Click Filters added. The "study name" filter is required. Click the drop-down list and select one, multiple, or all studies to include in the export. To add additional filters, choose a field from the drop-down menu (below the study name field), choose a filter operator (e.g., Equals, Contains, etc.), and enter a text value to filter by. All text values are wildcard and case sensitive. Click Add to include another filter.
  8. Click Save and Preview.
  9. You can optionally Share the report with other users in your account. At the upper right in Preview mode, click Share. In the share modal, confirm selection of the Shared option, and click Save.
  10. At the upper right in Preview mode, click Export to generate a CSV file, or click Edit Report to adjust the report data before exporting.