Case Export
The Case Data Export Utility functions for the same purpose as the Case Listing Report, but is able to efficiently handle high volumes with little memory. The utility can produce one file with data from all cases that are being exported or a one file (or group of files) for each case selected.
To access the Case Export Utility:
From the Application Function Bar, select Utilities > Case Utilities > Case Export Utility.
Utility options
The options for this utility change based on the Export mode:
Case Listing options
The Case Listing ‘Export Mode’ is used to create one file with data elements as defined in the “Columns” and “Filters” tabs.
Field | Description |
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View As | Select how you want to view the results.
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Export date time in sortable format in Excel | Select this box to export the Date and Time columns in a sortable format in Excel. This option will only display when "XLSX (Excel Data)" is selected in the View As field. If this box is clear, the columns are exported using the Report Date Format and Report Time Format fields. |
Table Joins for Case Listing
The following Table Joins options are available for this utility when using the Case Listing ‘Export Mode’:
Field | Description |
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Address Join | Select an option to determine which addresses appear on the report. |
Issue/Text Join | Select an option to determine whether text and issue data will be linked on the report. |
Issue/Enclosure Join | Select an option to determine whether issue and enclosure data will be linked on the report. If you are not using both issue and enclosure data on the report, use the default value (Any Issue, Any Enc Req). |
Action Join | This setting determines how information related to actions will be included in the report.
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Case Details options
The Case Details ‘Export Mode’ is used to create one PDF file (and possibly a group of file attachments) for each case selected based on the criteria defined on the “Filters” tab.
It is anticipated that a large number of files will be created, so the files themselves are only available from the export location. Only the log file is sent via email when run in background/scheduled.
Field | Description |
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Case Details Mode | Because this utility can produce a large number of files and have a long processing time, a ‘Test’ mode is provided. It will create a log file that estimates the total number of files that would be produced if ‘Process’ mode is chosen. |
Case Detail Format | Choose the format to use for the case details. One PDF will be created based on this format for each selected case. |
Folder Name Type | A folder is created in the standard Output/Export path defined for the Agent website. Folder Name - The value specified in the ‘Folder Name’ option. Partial + YYYYMMDD - Date in the YYYYMMDD format appended to the value specified in ‘Folder Name’ Generated (' |
Results Folder | If desired, specify a subfolder of the ‘Transfer‘ folder to store the results of the Case Export. If not specified, then the results will be stored in the ‘Results‘ folder. |
Folder Name | Not used if folder name is generated |
Create Subfolders | If checked, monthly subfolders (M<YYYY><MM>) will be created in the parent folder defined above. This is helpful to organize the exported files when large numbers of cases are being exported across a multi-month time-period. |
Case Attachments | If included, Case Attachment files that have been uploaded to each case (not links) will be exported with the case PDF. If the file format supports PDF conversation, the files can also be converted to PDF as they are exported. This could greatly increase the processing resources (and time) required and is not recommended for large file sets. |
Attachment Types | Select from a list of defined Attachment Types (if configured) or select “ALL”. It is not possible to select multiple types (other than ALL). |
Utility output
The following output options are available for this utility:
Field | Description |
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Results Language | Select the results language for the report. For more information, see the Results Language section on page Reports Overview. |
Time Zone | Select the time zone to use when processing the report. This indicates the time zone to use when using dates on filters and displaying dates. By default, the dates will reflect the time zone of the agent. For category dates, only the system date time is updated for the time zone (Type J). All the other dates are shown as stored in the database. |
Report Date Format | Select the format to use when displaying dates on the report. Choose from:
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Report Time Format | Select the format to use when displaying time on the report. Choose from:
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Utility filters
For information, see Filters in Emplifi Agent.