From the case listing page, you can now customize your CSV export by selecting the specific columns you want to include in the export. This enables you to export only the data relevant to your analysis.
To export cases select the Export icon.
You will then be prompted to select which fields you wish to include in the CSV export:
If there are filters applied to the case listings page, only cases within the filter set will be included in the CSV export.
Selected columns will display in alphabetical order in the CSV file.
Including Employee Data:
If you have the de-anonymize module you will be able to select first name, last name and email as fields to export
If you wish to include the Person field data (such as claim raised by claim raised against, witness etc) then, select the option that says:
Would you like to include employee data in your export?
Note: Previously, when a case had more than one person (say claim raised by, raised against), in the CSV export, it would create duplicate rows for that case. This is no longer the case.
Now, in the CSV export, there is only one row per case.
Each row will contain title of the Person column and another column to include the employee data in a JSON format:
If there are multiple people involved, then number of columns will repeat as many times to show each employee’s data in the JSON format
Exact structure will depend on your specific HRIS feed but the generic structure of the JSON is as follows:
{"name":"Mable Moss","email":"testtester1@allvoices.co","externalId": "testtester1@allvoices.co","location":null}
Permissions:
- Admins can only export data for cases they have access to
- Owners, Primaries and Subs can export to CSV
- Viewers and Managers do not have the ability to export