Facility Management - Data Export
In This Article
Overview
As part of Mandalay's commitment to deprecate WBR (Web Based Reporting) we have added a feature to Facility Management that will allow you to download your data as generated CSVs.
Data Export has been made available within the Standard reports suite. Several report templates are available.
Access and Permissions
Access to Data Export reports is provided using the group permissions in Facility Management. FM Administrators may assign the permissions to relevant groups.
For more detailed information related to access and permissions, refer to this article: Facility Management - Admin (Access and Permissions).
How to Create a Data Export Report
With the Data Exports Permission enabled you will see a new navigation item in the menu on the left. Click Create to request a new Data Export.
Select your desired report from the drop down list and fill in the relevant filter criteria.
Available filter options will be determined by the Data Export report you have chosen to run. In this example, the Product Sales WBR report offers a site selector, and date range. Other reports may not allow additional data filtering.
Once you have submitted your request you will be directed to a Details page. You may use this page to check on the status of your request.
When the Data Export request begins processing, the estimated number of rows in your report will be displayed here. Note that this row count during processing is only an estimate and the final report row count may differ, depending on the type of report requested.
You will be sent an email once your Data Export Request is completed. Depending on the outcome of your request you will recieve either a success or failure email. If your Data Export Request completed successfully, there will be a link to the report details page in the email.
The details page will have a Download button where you can download your report from.
Your file will download as a ZIP archive. Depending on the size of your report this ZIP file will contain your report as one or more CSV files.
Please Note: Data Exports will only be available to download for seven days from the time the export is successfully generated.
Data Export History
To view a list of all Data Export Requests, select History from the left hand menu. A list of all requests will be displayed.
To view the details page of a specific request, click on the ellipsis (three dots) and select View.
