Data Export
This module, places emphasis on performing bulk and custom filtered data exports.
Welcome to the Data Export Tool !
Data exporting in Mobiloan enables users to extract and convert eligible data into Excel or CSV format. This feature is accessible throughout Mobiloan wherever data is being queried or analyzed.
The purpose of data exporting includes:
Backing up data.
Importing data into external programs.
Analyzing data for reporting and decision-making.
Every export action performed by an operator is logged in the backend under the "Data Exports" model. This logging includes details such as the operator's identity, the data model exported, and the date and time of the export. This allows for proper auditing and accountability.
Create a New Data Export
To initiate a new data export, click the "New Export" button located at the top-right corner of the screen, as shown in the screenshot below.
A list of data models will appear in a modal (as seen in the screenshot below).
The user must locate the desired data model by either scrolling through the list or using the search bar for quicker access.
Once the desired data model is selected, a "Filter Modal" will appear, prompting the user to define relevant filters to refine the export criteria. The screenshot below illustrates the Export Modal for the "Compuscan" data model
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)
Specify the filter criteria which requires both a condition and/or value of the data field.
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.
You will then be presented with the "Export Results " dialog 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 user must locate the desired data model by either scrolling through the list or using the search bar for quicker access.
Once the desired data model is selected, a "Filter Modal" will appear, prompting the user to define relevant filters to refine the export criteria. The screenshot below illustrates the Export Modal for the "Compuscan" data model.
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