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How do I export the results of my query to use outside of ShareVision?
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Once a view (onscreen query) is created, the results can be exported from ShareVision to be manipulated or reported on using other applications. The data is exported initially in a file format called Internet Inquiry (IQY) which is saved to your computer and can be opened in Microsoft Excel. Once open in Excel the file can be saved as an Excel workbook. Note that the IQY file still has a connection to the original, source list and changes made to data in the IQY file will be written to the list in your ShareVision site. Saving the IQY file as an Excel Workbook removes this connection such that changes made in the Excel file will not be reflected on your ShareVision site. Data in the Excel file can be manipulated and imported into other applications. Where the list view query parameters do not offer enough functionality, Report outputs can perform additional query operations and charting of data. Reports can also perform multi-list queries, combining data from multiple source lists. Reports can be developed through consultation with your Product Expert. |
- ARCHIVING DATA
Lucas SantosJira Legacy server JIRA (sharevision.atlassian.net) columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 3fb75880-5785-3f69-afca-952a52a99b81 key KB-15 Why would I archive data on lists?
- Archiving Add-On
- Individual Data Export tool.
- DOCUMENT STORAGE (Document Libraries)
Lucas SantosJira Legacy server JIRA (sharevision.atlassian.net) columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 3fb75880-5785-3f69-afca-952a52a99b81 key KB-16 How do I create a Document Library for Staff to access, edit and upload files?
- STAFF ACCESS and OTHER USER ACCESS
WahlJira Legacy server JIRA (sharevision.atlassian.net) columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 3fb75880-5785-3f69-afca-952a52a99b81 key KB-17 How do I give a new staff member access to ShareVision?
- SECURITY: LEVELS and PERMISSIONS to access specific information.
WahlJira Legacy server JIRA (sharevision.atlassian.net) columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 3fb75880-5785-3f69-afca-952a52a99b81 key KB-5 How do I restrict users access to specific Supported Individuals they support?
How do I restrict users access to specific Program(s) and/or Residence(s) the work at?
I can't configure the system to suit our process. Can we customize ShareVision for our unique needs?