Overview
NOTE:
- When you manually run an export, a notification is posted to the Message Center when the export is ready for downloading. You perform this download using the Download File link in the Action column of the Export Status Tab.
- Exported files are available for download via the Export Status Tab for 120 days.
- Saved Exports are not retained for User IDs that are deleted or inactive for at least 6 months, nor are they retained for any User ID not entitled to exports for a period of 6 months or more. If these User IDs are re-activated or re-entitled to exports, they must create any exports they wish to use.
- You must be logged into the system when a scheduled export runs in order for a notification message to be posted to the Message Center. Therefore, check the Export Status Tab for the most current information on your scheduled exports.
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It is a best practice to view the Export Status (Tools > Imports & Exports > Import/Export Status > Export Status Tab OR
Select the View Export Status link above the Saved Exports List) to verify no errors occurred with your exports.
The Saved Exports screen displays the exports that were created and saved either by you or by other members of your firm. From this screen you can edit or delete scheduled or unscheduled (manually run) saved
exports. You also can manually run an unscheduled saved export.
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Sorting the List
You can sort the information in the Saved Exports List by selecting one of the following column headers: Description, Export Name (the default), Export Type, and Updated By. The
label of these columns displays in blue as an indication that you can use them as sorting criteria. The sorting method of the list is indicated by a caret in the selected column heading; the caret points upward for Ascending ordering
and points downward for Descending ordering. Selecting the column heading toggles between Ascending and Descending order.
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Searching the List
Use the Filter By User drop-down list to filter the list. The drop-down contains the names of users who created or modified exports. If you saved exports, the filter defaults to your name and only the exports you created or modified
are shown when you launch the screen. However, if you did not create or modify any exports, the drop-down defaults to All and the saved exports created or modified by other individuals at your firm display.
NOTE: The Filter By User filter is based on the names that display in the Updated By column of the Saved Exports List. The name reflects the person who created the export (if it was never updated) or the person who updated it. Therefore, if you create an export but someone else edits it, it no longer displays if you filter the list according to your name; the export is now associated with the individual who edited it.
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Editing a Saved Export
NOTE: Select the Close window link at any time while you are on the Saved Export screen to close the screen and ignore any selections/settings you made.
- Select Tools > Imports & Exports > Saved Exports. The Saved Exports screen displays and the first entry in the list is highlighted (selected) by default.
- Select the export you wish to edit by selecting (highlighting) its row.
- Select the Edit button. The Export screen displays and contains the current information for the saved export.
- Make any necessary changes to the available drop-down lists or fields.
- Based on the type of export you are editing, you also can change its parameters and scheduling.
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Deleting a Saved Export
- Select Tools > Imports & Exports > Saved Exports. The Saved Exports screen displays and the first entry in the list is highlighted (selected) by default.
- Select the export you wish to delete by selecting (highlighting) its row.
- Select the Delete button. A warning screen displays prompting you to verify that you wish to delete the selected export.
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Select the No button to close the screen and return to the Saved Exports screen.
OR
Select the Yes button to proceed with the deletion.
- If you selected the Yes button, a pop-up screen displays confirming the deletion. Select the OK button to close the screen and return to the Saved Exports List. The export no longer displays in the list.
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Manually Running a Saved Export
- Select Tools > Imports & Exports > Saved Exports. The Saved Exports screen displays and the first entry in the list is highlighted (selected) by default.
- Select the export you wish to run by selecting (highlighting) its row.
- Select the Run Export button. A pop-up screen displays informing you that the export request was received and is being processed. Select the OK button to close this screen.
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Whenever you run the export, it is a best practice to view the Export Status (Tools > Imports & Exports > Import/Export Status > Export Status Tab) to verify there were no
errors or to correct any errors that occurred. REMEMBER: When you manually run an export, a notification is posted to the Message Center when the export is complete.
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Scheduling a Saved Export
NOTE: Some exports use a wizard to sequence you through steps in the creation and editing processes; Create File is one of these steps.
If you want the export to occur at a specific time on a certain day or days of the week and automatically download the files to a specified location, you can use the Create & Download Files Automatically selection
in this step of the wizard to establish this information. You also can choose to have the export occur automatically on a specified day or days of the week and manually download the files from the Export Status Tab by using the Create Files Automatically selection. This option does not use and therefore does not require the installation of the Profiler Service. Your third option is to leave the Create Files On Demand radio button selected by default.
Create & Download Files Automatically
- Select the Create & Download Files Automatically radio button.
- If you have not downloaded the most recent version of the Profiler, select the associated link to perform the download.
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Using the text field in the Choose File Path step, specify the location where you want to store the export from the platform.
NOTE: If you select the checkbox associated with Save Path as Default, this path is used as the default location for future platform exports.
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Using the checkboxes in the Set Delivery Schedule section, select the day or days of the week when the export should occur. Selecting the All 7 Days checkbox activates all checkboxes associated with the days of the
week. If you do not want the export to run every day, then select the individual day or days you want it to run.
- In the Time of Delivery section, use the up and down arrows to specify the Hour and Minute of the day and the AM/PM toggle button to indicate whether the time is AM or PM.
- Using the drop-down list, specify the time zone associated with the time you entered (ET - Eastern, CT - Central, MT - Mountain, PT - Pacific, or HT - Hawaii).
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When all settings are complete, select the Save and Exit button to save the scheduled export to the Saved Exports List.
NOTE: A pop-up error screen displays if you select a delivery time that is not within the permitted hours. Exports are not available for delivery between 12:00 AM (midnight) and 6:45 AM Eastern time, between 9:00 AM and 10:00 AM Eastern time, and between 3:30 PM and 4:00 PM Eastern time.
Create Files Automatically
- Select the Create Files Automatically radio button.
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Using the checkboxes in the Set Automated File Schedule section, select the day or days of the week when the export should occur. Selecting the All 7 Days checkbox activates all checkboxes associated with the days of the
week. If you do not want the export to run every day, then select the individual day or days you want it to run. This export method automatically creates the individual files using the established schedule as soon as the data is available.
- When all settings are complete, select the Save and Exit button to save the scheduled export to the Saved Exports List.
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NOTE: See the following related topics for additional information on exporting:
749940.2.0
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