Data Export
This module, places emphasis on performing bulk and custom filtered data exports.
PRE-REQUISITES
Data exporting is the functionality within Mobiloan which allows the extraction and conversion of eligible from Mobiloan into an Excel spreadsheet or CSV format.
The option to Export Data will be present in throughout Mobiloan whereby any form of data is being interrogated.
Data Exporting serves the purpose of backing up the data, importing the data to an external program and analyzing the data.
Creating new data exports.
A data export is an action that is performed by an operator, which gets recorded in the back-end in the "Data Exports" model and may be audited, i.e. which operator did a data export for which Data model at which date and time.
Select the "New Export" button located on the top right hand corner of the screen to start a new Data Export. As seen in the screenshot below.
1 . SELECT A DATA MODEL TO EXPORT.
A list of data models will appear in a modal (as seen in the screenshot below).
The user is required to locate the desired Data Model by scrolling through the list or making use of the search bar.
For more information on the type of data that each available data model represents, refer to "Data Models that may be exported" at the bottom of this page.
A data model refers to a segmentation of the database representing a specific category of data.
2. FILTER THE DATA MODEL
Upon selecting the desired data model, an "Filter Modal" will appear which necessitates the user to construct a filter. The screenshot below depicts the Export Modal for the "Compuscan" data model.
If the user wishes to export all data i.e. unfiltered, simply select the "preview' option
To understand how to filter data models, the concept of fields must first be understood.
EXAMPLE
The "Compuscan" data model stores all attributes of all credit inquiries done in Mobiloan and will have multiple fields that describe the attributes for each credit report.
These fields include :
Every data model will contain fields that represent specific attributes defining that data model . Fields are comparable to a column in a table of information.
Constructing filters for customized data exports.
In order to construct the filter, select the "Add Filter" option located at the top right of the modal. This will present a modal containing a list of fields pertaining to the chosen data model. (As seen in the screenshot )
When constructing a filter, the user will be required to
Select the desired field/s from the list of fields corresponding to the chosen data model. (see screenshot below)
NOTE
Each field listed in the modal will have the Data Type of the corresponding field specified in brackets.
Specify the filter criteria which requires both a condition and/or value of the data field.
Conditions refer to the state of the chosen field you wish to create a filter for. Setting conditions will limit the user to the following options:
Equals ; (requires a value)
Does not equal ;(requires a value)
Contains ; (requires a value)
Exists
Does not exist.
EXAMPLE
Suppose the user wanted to export all compuscan reports that were done by the operator "Hermoine Granger". The reports must also not contain any "Fraud Alerts".
The data model to chose would then be the "Compuscan" data model.
The filter that the user must apply to the Compuscan data model would be constructed as follows:
FILTER 1
Field = "Operator" , Condition = "Equals", Value = "Hermoine Granger" .
FILTER 2
Field = "Fraud Alerts" , Condition = "Does not Exist".
When done with constructing the appropriate filters select the "preview" option to view the results of the filters applied.
3. EXPORT YOUR RESULTS
You will be presented with the "Export Results " modal which allows the user to:
View the results in a table whereby each row represents a result.
View a summary of each row, by selecting the corresponding row.
Export results to a file, or to the screen.
EXPORTING OPTIONS
Upon selecting the secondary options "+" button, apparent right to the "New Export" button, the following options will be apparent:
Refresh List - This will force update the list of previous exports, to accomodate for recent changes.
Model Totals- Selecting this option will present the user with a table of all data Models along with their corresponding total. This gives the user an indication of how many entries have been made for each data model.
Export Table - Gives the user the option to export the table of previous exports as an Excel spreadsheet or CSV.
Previous Exports
The previous exports table displays all previous exports made by the current operator as rows in the object table along with significant details of each export such as:
When the export was made;
The size of the data export file;
The number of rows in the result; and
Selecting a previous report from the table will present the user with exporting options such as:
Resubmitting the chosen export, which will perform the export for that model and allow the usr to configure the filter again.
Download the CSV formatted version of the export that is chosen
Email the export to any specified email address
Remove the export from the table.
Last updated
