A common use for "Data exporter" is creating Payroll and Invoice exports that match a specific format used by an accounting or HR system.
Who can use it?
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Data management users can create and change the templates.
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Data management and finance users can export data from a template.
What format is the export
Data can be exported from templates in CSV or JSON format and are also available through the API.
Building a template
To build a template, navigate to the "Data export" option from the main menu.
Click on "New data export template" in the top right and;
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Choose a name for the template
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Choose a category for the template - the dimensions can be considered as views on the data and dictate which columns will be available.
Adding columns
Two types of columns can be added to a data export template.
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Data column (Lookout data)
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Custom column (Allow you to define a custom column name and value)
Re-order columns
Columns can be re-ordered by clicking on Manage Columns.
Click on the 6 dot icon and drag the column to the correct position.
Column management
Data export allows you to manage or edit individual columns.
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Change column names
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Format data (only available on select columns)
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Filter columns (only available on select columns)
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Hide column in export
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Duplicate column
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Remove recolumn
To make updates, click on the 3 dots (...) next to the column name.
Filter columns
Filters allow you to filter records based on a set of criteria on the underlying data.
When adding columns, a filter icon will be displayed next to data columns that can be filtered.
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To create a filter, select 3 dots (...) next to the column name
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Select Filters
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Input filter rules
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Click Add Filter if more rules are required
Conditional transformation
Conditional transformations allow you to create rules that change the output displayed on the column.
Exporting a template
Choose a template that you would like to export. Select the date range you would like and the format (CSV or JSON).
A notification will arrive when your data export is complete and downloadable.
Frequently asked questions
How do I archive an export template?
An export template can be archived by clicking "Options" and then "Archive". Note that templates cannot be deleted.
