Article: Directory System Reporting

The Entity or Member data in the Directory can easily be exported to a .csv file. This guide will walk you through how to export Directory Entities, export Directory Members, and access the Last Used Report.

To Export Directory Entities

Step 1: Navigate to the Directory Entities or Members page

Click the "Directory" button and select either Entities or Members from the dropdown.

Step 2: Open the Export Tool

Once in the Directory Entities table, click the "Export" button.

Step 3: Select Filters and Generate the CSV

Select the "Entity Type" (All, Schools, or Clinical Sites) and select the "Connection Status" (All, Active, or Deleted). Then click the "Generate CSV" button.

Step 4: Download the Generated File

The screen will then show a Generated CSV(s) section, stating the Generation Time, the Entity or Member Type selection, and Connection Status. Click the "Download CSV" to save the file.

Note: Running the report without exiting the screen will display multiple Generated CSVs for you. Your summary results list does not save.

To Export Directory Members

Step 1: Open the Export Tool

Once in the Directory Members table, click the "Export" button.

Step 2: Download the CSV

Click the "Download CSV" button to save the file.

Entities and Members Last Used Report

When using the Directory feature, the Last Used Report will report the last time Entities or Members in the Directory have been utilized.

Step 1: Navigate to the Directory

Click the "Directory" button and select either Entities or Members from the dropdown.

Step 2: Open the Last Used Report

Click the "Last Used Report" button to open the report.