Currently, Data Reports are available for the Document data area. Additional data areas may be added in future releases.

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Creating a Data Report

1. Navigate to Reports → Report Files.
2. Click the + button.
3. Configure the report according to your requirements.
4. Click Start.

The report is generated asynchronously and will appear in the report overview once processing has completed.

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Report Configuration

Data Area

Defines the entity for which data should be exported.

Currently supported:

• Document

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Attribute

Defines the date attribute that is used to determine which records are included in the report.

Example:

• Document Date (UTC)

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Report Period

Defines the time range of the exported data.

Full Previous Calendar Month

Exports all records from the last completed calendar month.

Partial Current Calendar Month

Exports all records from the beginning of the current month until the report is generated.

Custom Period

Allows you to define an individual start and end date.

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Replace Existing Report

If a report already exists for the selected data area and reporting period. Enable this option to overwrite the existing report. Only one report is allowed per data area and period.

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Configuring Report Columns

Standard Columns

Select the standard fields that should be included in the report.

Custom Column Headers

Each selected field can be assigned a custom CSV column header.

Property Columns

Property Columns allow you to map specific properties to dedicated report columns. For each column, you define the property to export and the column header that should appear in the CSV file.

• Property Ident – the property whose value should be exported
• Column Header – the column name displayed in the CSV report

Example

Configuration:

Result in the CSV export:

Only configured properties are exported as dedicated columns. If a property does not exist for a record, the corresponding cell remains empty.

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Downloading Reports

Open Reports → Report Files.

Once the report status changes to Completed, the file can be downloaded using the download action.