Maintaining the Extract Criteria

An Extract Criteria glossary is used to maintain a library of reusable extract criteria for applying filters to the Brief Extract reports, by optionally selecting Processes, Activities, and questions from the associated Process and Activity Briefs and current Brief template glossary records.

To access the Extract Criteria, select the Manage Process & Activity Brief Extracts option in the Reporting Admin area. This is only accessible to users with the Advanced Reporting Administrator authority profile.

Figure 7-3 Extract Criteria Page

This figure shows the Extract Criteria page.

To see the details for a specific extract criteria, double-click the row. A tab opens with the details. You can also select the View or Edit actions.

Note:

Extract Criteria glossary records cannot be imported and exported using the Import and Export list view actions.