7 Data Extracts

This chapter describes the facilities for extracting the full contents of certain records to Comma-Separated Value (CSV) format files. The files can be viewed as spreadsheets or processed for further analysis by an external system.

The records that can be exported to CSV are Supplier and Site. Users with the Advanced Reporting Administrator authority profile have access to the export options.

The extract options are available from the list views of the supported record types. The Advanced Search facility can be used to filter the list view to the desired set of records to extract. The extract is run as a batch job, with an email notification being sent on completion. The generated CSV files are stored in the Report Outputs library.

In order to avoid the generation of excessively large CSV files, a size limit is imposed, based on the setting of the portal's File Attachment Size Limit system parameter.

A Process & Activity Brief Extract data extract type is also available for extracting Brief questions and answers for Processes and Activities. The extract is generated as an XLSX Excel spreadsheet and is stored in the Report Outputs library.