Create a Report of Data You Want to Export
Click your name on the upper right of the header to access the Menu options.
Under Reporting, click Custom Reports.
NOTE: If Custom Reports is not displayed, or if you experience issues while creating a report, contact Velocify Support at email@example.com.
Click the Create New Report button on the top left of the page.
On the Base Data page:
- Base Data: The default value is Leads. You do not need to make any updates.
- Report Title: Type the name of your report.
- Click the Step 2 button on the top right corner of the page.
Use the options in Step 2: Select Columns page to select fields to be exported:
For example, to create a report on health data, Columns should include all fields that may contain health data. For more information, see Protected Health Information (PHI) Data Fields.
From the Available Columns section, select one or more fields and then click the Add To select multiple fields, press the Ctrl button on your keyboard and then select the fields.
NOTE: In addition, you should include customer identifiers that will be useful for reference later, such as first name, last name, phone number, email.
Click the Step 3 button on the top right.
On the Step 3: Add Filters page, click the Save and Run button.
NOTE: If you receive a time-out error, you will need to add a Date added filter to the report and break down the report into smaller chunks.
For more information on how to add filters to a custom report, see LeadManager: Custom Reports: Detailed Review.
You can also contact Velocify Support at firstname.lastname@example.org.
On the generated report, click the Export to Excel button to create a copy of the export file in .CSV format.
NOTE: Save the exported file to your computer for future reference.