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Data Export -Create Data Table

Data Export - Request Data Export (User process)

1. User logs into webclient and creates and runs a query.
2. In the Run Query dialog box, select one or more Data Request checkboxes
   
3. Emails are automatically sent - one to the requester's e-mail, to inform them the request has been made; and one to the specified manager user to inform them to run the user's export request. The query name (in previous queries) is tagged with the query master id, so it can be identified by the manager.

Data Export - Request Data Export (Manager process)

1. The manager logs into the webclient and finds the query from their e-mail by locating the query master id, which is now part of the title of the previous query.
   

2. The manager user then re-runs the previous query.  In the Run Query dialog, the manager selects the requested export option in the Data export breakdown list.

   Info

   It is very important to put the original query master id (or some other identifier that links the export to the request) into the query name. The export letter will contain the query name, and this is the only way to trace the export back to the original request. (Currently there is no way to tie the export directory to the  data requester  query_master_id.) If the data manager runs the query as a query-in-query, the query name will automatically be populated with this identifier.

   
   

   

3. The data export runs in the background and the file is generated in a specified folder 

4. An e-mail is sent to the manager that can be forwarded to the requesting user, to inform them that their export is available and to provide retrieval info. 

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