Service Export Enhancements

The Service Export functionality will see additional features added allowing users to select questions to be displayed from a form when the report is run, as well as the ability to create and save filters to be used. This means that all features which make up Service - Information can now be used within Service Export. Service Export will also allow users to search within a 93-day date range, whereas the use of Service – Information permits customers to run reports for just the previous 7 days.

Select questions

The ‘Select questions’ feature will allow users to select a range of questions from a desired form to be displayed within the analytical report.

Reports can be run without the use of this feature, however if required it can be used by selecting the relevant Catalogue and Form, and then clicking on ‘Select questions’ and ticking the boxes next to the questions that the user requires to view within the resulting report.

Filters

The ability to create and save filters for use within Service Export has now been implemented.

These can be created by following the below steps:

• Select the relevant catalogue and form, and then click on the ‘Save Filter’ icon.

• Enter a name for the filter, select the required frequency of the report, and click ‘Create’.

• Created filters will appear in the drop-down list allowing for quick access to a predefined schedule. You are also able to edit or delete schedules by selecting it from the list and clicking ‘save filter’.