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.
To create a query:
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 Layouts field is set to the default layout. After creating your own layouts, they will appear in the dropdown list.)
All available fields are listed and marked as “visible”. Click to hide all in the query and then select only the ones to be included in the query.
Some fields will require entering additional information. For example, a Date field will require a date range. The Operator is set to “Between” and then Value #1 nad Value #2 are the beginning date and end date.
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.
