How do I create a data extract job?

A data extract job is scheduled to run at a specified time interval and transmit data to a remote Secure File Transfer Protocol (SFTP) location. This article describes how to create a new data extract job.

1. Click Data Extract

Click Data Extract
  1. On the Icon Bar click the Add button
  2. Click Report to expand the menu, then click Data Extract.

2. View Data Extract

  • The Data Extract is displayed on the page.

Note: You can set the Data Extract as a Favorite or Quick Link for faster access. You can read the articles How do I create a Favorites list? or How do I pin / unpin a Favorite to my Quick Links menu? to learn more about this.

3. View Description and Example

4. Set Data Extract Definitions

  • Set the criteria for the data source for your data extract job. You can limit data by selecting a specific portfolio, location(s) in the Work Tree, or individual work types. See the article What does the Data Extract Definition tab do? for more information about this step.

5. Select Columns

6. Set Filters

  • Identify which columns in your data extract job will be used as filters to limit the data. Once you select the columns you will set the specific criteria for that data. You can also select additional filter criteria for columns that will not be displayed in the data extract job. See the article What does the Data Extract Filter tab do? for more information about this step.

7. Update Layout and Formatting

  • This is where you can rearrange the order of the columns, rename a column heading, or change the format of the data that is included in your data extract job. See the article What does the Data Extract Layout tab do? for more information about this step.

8. Save and Schedule Data Extract Job

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