Report to CSV

Modified on Thu, 10 Aug 2017 08:22 by Kevin Ricciardo — Categorized as: Uncategorized

Custom reports can be scheduled to export to a folder in CSV format using Report to CSV in the Export Menu.


1. Click Administrative Options.
2. Click Export Menu.
3. Click Report to CSV.
Image
4. Click Schedule New Export.
Image
Image
5. Click Edit to adjust the frequency of the report's Export Schedule.
Image
6. Once all selections are made, click Save.


At the scheduled time, the results of that custom report will be exported to the Output Path generating a CSV file named using the the prefix set in the Export Schedule Setup window.
Image

Click here to download these instructions.


Back to Exporting data out of CAREWare