Query Exports

General information on query exports

You can have a query scheduled to run on a regular basis, and sent either via email, FTP or written to a specific location.

Components

To set up a query export, you need 2 things:

An export account: This defines the destination of the export file, the file naming convention, and the frequency for the export. Exports are formatted as csv (comma delimited) files.
A query: This is the data query that will provide the desired results for the export file.

Set Up An Export Account

From the admin portal, Go to à Queries à Select Export Accounts tab.

Then click the button “Add a New Record”.

Select the “Export Type” of either Email, FTP, or Write File. You will then be prompted for the required information.

See the following table for details:

Export Account Name	Provide a descriptive name for this account.
Select the appropriate export type	Email FTP WriteFile
Fill in the appropriate information the chosen export type
for All Export Types:
File Name	Required for all export types. File name may be static such as my_export.csv or with a dynamic date stamp such as [?date:yyyy_mm_dd]_my_export.csv
for Export Type EMAIL
Target	The target email address to receive the export ex: johnsmith@mycompany.com
for Export Type FTP
Target	The target FTP Server ex: ftp.ziiva.com
Username	The username for the target FTP server
Password	The password for the target FTP server

Assign the Export Account to a Query

From the admin portal, Go to à Queries à Select Queries tab.

Select the desired query you plan to use for your export. Select the desired frequency and formatting for the export. Click “save” when done.

1 Example query schedule