Data Explorer is a tool that allows you custom data exports by allowing you to select from available data groups and fields to create a query that can then be run and exported. The query can then be saved as a Layout to quickly use again.
Use the video or the detailed instructions to help you use Data Explorer.
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To use Data Explorer:
In eGenuity, select the Business Management tab.
Select Data Explorer. Data Explorer will open.
In the Views field, select the group that best describes the type of information you are wanting. The Views available are not customizable. Layouts, however, can be customized and saved.
All available fields are listed and in the Visible column may be checked or unchecked.. You may want to click the Hide All Columns button to hide all fields for the query and then select only the ones to be included.
Some fields will allow you to further filter query results. For example, a Date field will allow for a date range for the query. The Operator is set to “Between” and then Value #1 and Value #2 are the beginning date and end date.
Note: If you want a date to be included, select the day after as the end date being that 12:00 a.m. is the of the date selected is the beginning and ending times.
After all query options are complete, click on the Run Query icon on the menu bar.
Review the query results. The results rows and columns can be further edited. You can:
Resize the columns;
Sort data by any of the columns;
Filter results further by using column filters;
Group results by column header.
After data is as needed, you can:
Print preview the results;
Export results as an Excel file;
Export results as a CSV file;
Limit the number of rows to export.
If the data parameters will be needed often, the layout can be saved by clicking the Save icon. Loyouts can be deleted by selecting them and then clicking on the Delete icon.
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