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Exporting Process Reporting results to a CSV file

You can export Process Reporting results for process executions, documents, or trading partners to a CSV file.

Procedure

  1. Go to Manage > Process Reporting.

  2. Select the type of results you want to display and export:

    • Process executions

    • Documents

    • Trading Partner documents

    The appropriate Process Reporting results table is displayed.

  3. Optional: To display and export specific results, you can:

    • Select a date and time range.

    • Apply one or more filters.

    • Sort the displayed results.

  4. Click Export to CSV.

    The first 1000 records from the displayed results are exported.

    Depending on your browser and its download settings, one of the following occurs:

    • If your browser is set to ask for a location when downloading, you are prompted for a destination folder and file name.

    • If your browser is set to not ask, the results are exported to your default location as a CSV file with the appropriate file name:

      • executions_<accountId>_<timeStamp>.csv

      • documents_<accountId>_<timeStamp>.csv

      • trading_partners_<accountId>_<timeStamp>.csv

      For example,executions_boomi-internal_20181016110638.csv.

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