Process & Activity Brief Extracts

A data extract of Process and Activity Brief data can be scheduled as a report, utilizing pre-configured criteria for filtering Processes, Activities, and their Brief questions.

The Process & Activity Brief Extracts glossary is used to configure reusable data extract criteria. When scheduling the report, setting the report type as a Process & Activity Brief Extract allows for the extract criteria to be selected.

The extract is created as a spreadsheet, containing columns that represent data from the Process and Activity records, and their Brief questions and answers, as defined by the extract criteria. The generated extract is output to a Process & Activity Brief Extracts folder in the Report Outputs library. The user is emailed a link to the report output on completion.

Note:

A less comprehensive version of the Brief Extract is available for selection from the Processes and Activities list views. The output is also placed in the Process & Activity Brief Extracts folder in the Report Outputs library, and a link to the report output is emailed to the user on completion. Section Name is not visible in the Brief Extract confirmation step as it is not available to select as a list view field, however it is included in the generated output.