How to export a .xlsx and .csv Report
To export a report, got to the Reports section in the editor.
.xlsx and .csv Reports can be exported at any state, no matter they are completed or still in progress. Open a report and click to the cloud icon in the upper right screen area.
Select the desired report. To get all data use the general .csv Report / general .xlsx Report.
What data do you get
You will get a break down table with all data from one report. Each row represents one step, one process step or one interaction.
This allows you to filter and post-process the table via a pivot table, PowerPivot or Power-BI.
Please contact our Customer Success Team for further questions and best practise regarding post-processing topics via [email protected] or the chat.
Column name | Data description |
progressId | ID for the report for example |
progressState | State of the report for example |
progressPassed | Status of the report e.g. |
stepId | ID e.g. |
stepName | Name of the step e.g. |
stepTimestamp | Time and date in UTC on which the step was opened the first time e.g. |
stepUpdatedBy | ID of the user opened or actioned in the step e.g. |
stepUpdatedByUserName | Name of the user opened or actioned in the step e.g. |
stepOpenedAt | Time and date in UTC on which the step was opened the first time e.g. |
rowId | ID e.g. |
rowHeader | Name of the process step |
interactionId | ID e.g. |
interactionVersionPersistentId | ID e.g. |
interactionType | Type of interaction e.g. |
interactionKey | Name of interaction e.g. |
interactionValueId | ID e.g. |
interactionValue | Entered value e.g. by user for this interaction e.g. |
interactionValuePassed | Status of the interaction e.g. |
interactionValueUpdatedAt | Time and date in UTC on which the value was updated last time e.g. |
interactionValueUpdatedBy | ID of the user entered the value latest e.g. |
interactionValueUpdatedByUserName | Name of the user entered the value latest e.g. |
interactionComment | Comment of the user to an interaction |
interactionNotApplicable | Set to |
interactionNominalValue | Nominal value (target value) set for the number feedback e.g. |
interactionCheckDeviation | State of the Report for example |
interactionToleranceUp | Upper limit for the absolute tolerances set in the number feedback e.g. |
interactionToleranceDown | Lower limit for the absolute tolerances set in the number feedback e.g. |
interactionCaptureMode | Indicator and ID of the |
interactionToleranceType | Type of tolerance deviation measurement set for the number interaction e.g. |
interactionTagIds | ID of the interaction tag e.g. |
interactionTagNames | Name of the tag e.g. |