4.19 - Data Imports & Exports

-Histories, reports, access to all of your data

-Deals more with an admin level

-Getting your data back out of the system.... pdf's, web, Excel, build your own reports, etc.

4.19 - Data Exports

Understanding the Basics:

Data exports are generally used at the administrative level and are a way for you to retrieve data from your adilas system.  There are innumerable ways to search data in adilas, build your own reports, or track important indicators for your organization. All Data Is Live And Searchable = ADILAS.

Many of the advanced searches in the adilas system have an option for the data to be exported to Excel, under the “Report Type” field.  Other reports and searches in the system can be printed directly from the print link on the header and footer of every page or copied, pasted, and reformatted to fit your needs.  Other pieces of adilas are printable as pdf’s.  More and more options are coming to further assist you in formatting and retrieving your data for your needs.   

Getting Started:  

A great resource for data searches and exports is the “All Advanced Searches & Exports” page.  This is considered an admin page and is a centralized access point for all advanced searches, information currently exportable to Excel, and other special reports and data exports.  Another highly recommended page is the History Homepage which shows everything done in adilas for the time you specify and provides drill-downs to the underlying data.  

Get to the All Advanced Searches & Exports page from the Classic Homepage under System Reports – All Advanced Searches & Exports; My Favorites Homepage under Other Homepages – All Exports to Excel; and from the Interactive Map Homepage click the history & reports button and then the “all advanced searches & exports” link on the history homepage.  The History Homepage is also found under all the same sections from the main adilas homepages as the advanced searches and exports page.  There are also quick links to history reports on the bottom of the Interactive Map Homepage.

Suggested Permissions and Settings:

Permissions:

Basic Use: 

To generally print or search data, this can be done with any page in adilas that you have permission to access.

Admin Use:  

Data searching, copying/pasting, and printing can be done in general from any page you have permissions to access.  For exporting directly to Excel, look for the “Report Type” field on your advanced search or go to the “All Advanced Searches & Exports” page.

System Reports: “Corp/User History” – this gives you access to the History Homepage which has lots of power and is one of the quickest ways to see everything done in adilas for the time parameters you choose.  It allows you to see and drill-down to all of the underlying data to show you what was done and who did what.

System Reports: “All Advanced Searches & Exports” – this allows you to access this concise page for all searches and data exports.

Related Pages & Help File Links:

All Advanced Searches & Exports: A great hub for searches, reports and data exports.

https://data0.adilas.biz/top_secret/help.cfm?id=406&pwd=advanced

History Homepage: An incredibly useful page for checking out what has been going on in your adilas with drill-downs to all the underlying data.  This is great for seeing what has been happening and any data you are interested in.  This is a great page to check out every day.

https://data0.adilas.biz/top_secret/help.cfm?id=329&pwd=history

Additional Content:

 -Show some different formats of reports in adilas…. I really think with a lot of these things, people really want to have an idea of their options.