Exporting Data

This page provides a guide on the exporting of data.

Data exports are based upon the record views that are maintained within the individual record list pages. Each record view can be identified with unique set of data columns. By default Brevity provides our clients with the generic record views of Active record, Inactive record and All records regardless of activity status.

Clients have the flexibility to create their own custom record views through the system set up menu which can be then used as the basis for exporting the organisations data.

For additional information on table views refer to the following topic

https://brevityau.atlassian.net/wiki/spaces/BS/pages/24870929

.

The export template will provide you with a listing of the data fields that are contained within the data view as well return a list of the records presented within that view. The records available for export will be based upon two factors (1) the criteria associated with the view and (2) any search criteria used to filter the records listed within the record listing page, as shown below.

The following table lists the generic record sets that provide you with access to an export template. For any record sets not listed please speak with your system administrator or reach out to the Brevity Support Team for additional assistance.

Module	Function	Export template

Module	Function	Export template
`Quote`	`Quote`	`lead.csv`
`Client`	`Client` `Client groups` `Service Providers` `Service Schedule Template` `Service Schedule Template SIL` `Client Funding` `Client Shifts` `Invoice Batch` `Funding Claim` `Invoice` `Plan Review` `Client Contacts` `Client Goals` `Incident` `Client Profile`	`clients.csv` `clientgroups.csv` `accounts.csv` `servicescheduletemplate.csv` `servicescheduletemplatesil.csv` `clientfunding.csv` `servicescheduleclient.csv` `invoicebatch.csv` `invoicebatch.csv` `invoice.csv` `planreview.csv` `clientcontacts.csv` `clientgoals.csv` `incident.csv` `clientprofile.csv`
`Employee`	`Employee` `Employee Shifts` `Timesheets` `Service Schedule` `Booking Resource` `Training` `Appraisal` `Staff Warning` `Leave` `Availability`	`user.csv` `servicescheduleemployee.csv` `timesheets.csv` `serviceschedule.csv` `bookingresource.csv` `training.csv` `appraisal.csv` `staffwarning.csv` `Leave.csv` `availability.csv`
`Care Management`	`Needs Assessment` `Support Coordinator` `Service Delivery` `Plan Management Invoices` `Plan Management` `Claim Batch` `Plan Management Budget`	`needsassessment.csv` `supportcoordination.csv` `supportcoordinationservicedelivery.csv` `pminvoices.csv` `pmplan.csv` `pmclaimbatch.csv` `pmplanbudget.csv`

We will use the the export of client data to demonstrate this activity. To export Client records observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Select the Client List view that will be used as the basis for the data export, example All Records, Inactive records only or Active records only.
Select the Export button from within the Client list to generate a csv file containing all clients listed within the record view.
Save the file onto a local or network drive.