Data Export Report

In this article:

• Brief Description  
• Use Cases
• Finding and Using the Report
• Available Filters
• Report Output

Brief Description  

The Data Export Report exports the raw data from selected data sources to a CSV file. 

Use Cases

This report enables organizations to re-import data into other systems or modify it in bulk against entities such as Contacts & Matters via import.   

Finding and Using the Report

• In Actionstep, go to Reports > Matter Reports > Export.

Then, refer to these articles for help generating and saving reports for future use:

• Reporting Overview
• Generating a Report
• Saving a Report Configuration

Available Filters

Select which data you want to export. Each selection creates its own CSV upon export. The CSV contains the most pertinent information for the selection.   

• Action (Matter): Selecting this option will include Matter ID, Matter type ID, Matter name, Date created, Assigned to participant ID, Current step ID, Matter status, Division ID, Matter priority, External reference, Is deleted, Deleted by participant ID, Deleted by name, Deleted timestamp, Tag ID, Matter type name, Assigned to participant name, Step Name, Division Name, and Tag name in the exported CSV.
• Action participant (or Matter participant): Selecting this option will include Matter ID, Participant type ID, Participant ID, Matter Name, Participant type name, and Participant name in the exported CSV. 
• Participant: Selecting this option will include Participant ID, Company flag, Company name, Salutation, First name, Middle name, Last name Physical address fields, Mailing address fields, Phone number fields, Fax number, Text number, Email address, Website, Occupation, Tax number, Date of birth, Marital status, Gender, Preferred_name, Division ID, Display Name, External reference, Suffix, Last modified timestamp, Created timestamp, Date of death, Citizen of country ID, Initials, Timekeeper income account ID, Is Deceased?, Primary participant type, Division in the exported CSV.
• Task: Selecting this option will include Task ID, Matter ID, Task Name, Task status, Priority, Due date, Created timestamp, Started timestamp, Completed timestamp,  Assigned to participant ID, Complete before endo of step number, Complete before start of step number, Assigned by, Description, Matter Name, Tag name in the exported CSV.
• [Specific participant types:] Based on your system, you can select the participant types you want included in the exported CSV. This includes participant type participant IDs, and participant custom data values.
• [Specific matter type data collections:] Based on your system, you can select the different data collections to included in the exported CSV. 

Report Output

• Each generated CSV file contains the most pertinent information for the raw data you've selected to include.