How do I download CSV files for the Analytics Scheduled Service Export Report?

This functionality allows the user  to download the Service Export report as a CSV file for a single form. 

Pre-requisites: Configure a Layout                    

1. Go to Administration > Branding > Layout
2. Configure the Layout details 
3. Select Type > Service and Sub-type > Service export
4. The input Layout Format must be ‘xslx’ and the output file format must be ‘csv’ type
   
    

1. To view the sample template, click on Tags on right-hand side menu and download the file.
   
     

1. Note – The following options must be set to ‘No’ to enable downloading the CSV file
   
   

Creating a schedule for Service Export

1. Go to Analytics > Service export
2. Click on ‘Add schedule’ 
3. Select the catalogue and only a single form
4. Select the appropriate layout configured as above
5. Schedule the report to receive the CSV file in your inbox
   
    

Note: The user can remove the non-required fields from the xlsx file while configuring the layout. The first and the last columns should remain untouched. 

Sending a Schedule Export report via email

We have added the functionality to send the export report via email from Administration > Schedule Export.

When creating the export, you now have the option to attach to the email as below.

This will then output the file as an attachment and send it to the chosen mailbox.

The file output will also incorporate a date, so will include the Form name, year(s) defined in the export and then date. This will help to keep the file distinct and easily referenceable. 

You can also export using .csv.  But by default, this will export as .xlsx

If you do wish to export via .csv, then you will need to define a print layout as directed above.