Case Manager Exporting

Exporting query results to CSV or XLS(X) makes it possible to use INDICA to create lists that can be used for several actions. It allows case managers to export counts, tags, tokens, etc. These can be used to create statistics and dashboarding. This also opens up the possibility to export file lists and to take (automated) actions based on the export.

Create Export

Creating an export job is done by filling in the following fields:

  • Name

    Name of the export. This name will be used as filename.

  • Query

    Query that will be used to create the export.

  • Fields
    List of all fields that need to be exported.
    The order of the filled in fields will be reflected in the export.
  • Output Type

    Choose in what format the export will be made. A choice can be made between CSV, XLS, XLSX, ZIP and Loadfile.

When all fields have been filled in, simply click the “Export” button to start the export. A notification will be displayed that the export is running.

When the export is done, another notification will be displayed. Upon refreshing the page, the export will be shown in “Download Exports”

Downloading an export

When an export is made and finished, it will be displayed in the “Download exports” field. All previous exports will be kept here, available for download.

Simply click the name of the export to begin downloading. When an export is no longer needed, click the “X” button to remove it.

This panel also shows you the name of the export, the query that was used to create the export, the number of records that are exported, and the timestamp when it was exported.