The Audit section is only available as an add-on. Please contact your CSM to learn more.
The “Export” functionality allows for easy sharing of reports outside of the platform and facilitates further analysis in other tools.
To utilize the "Export" feature, follow these steps:
- Select the Audit report you wish to export.
- Access the export function: navigate to the top right corner of the interface and click on the “Export” button.
- Choose the format: a dropdown menu will appear, presenting you with different format options for the report. You can choose between “Excel”, “CSV”, or “PDF”.
- Export the report: once you've selected the desired format, click on it to initiate the export process.
Please note that the "Excel" option is recommended for smaller reports. For larger reports (for example, those with more than 500 records), the "CSV" format is suggested due to its ability to handle larger data sets more efficiently.
For reports with less than 1000 rows, the file is automatically downloaded upon selecting the format. This immediate download function provides quick access to your data.
For larger reports, CoreView will compile the report in the background. This process ensures that even extensive data sets can be exported efficiently. You will be notified within the CoreView portal as soon as the export is ready for download. To access your file, simply click "Download" in the notification pop-up or go to the Reports>Exported menu.