Create a Data Extract Report Using a Custom Report Template

PowerSteering users can create Data Extract Reports from an existing Custom Report template that are used while creating Advanced Reports. Unlike Advanced Reports, however, Data Extracts can be transmitted over a Secure File Transfer Protocol (SFTP) remote site.

Note: SFTP is a secure and encrypted protocol used for transferring files between computers over a network. SFTP is designed to provide a secure alternative to other file transfer protocols, such as FTP (File Transfer Protocol), which transmit data in an unencrypted form.

SFTP encrypts both the data being transmitted and the commands used to perform file transfers. It also uses authentication mechanisms to verify the identities of users and servers involved in the file transfer process, which ensures that sensitive information is protected from unauthorized access or interception.

PowerSteering administrators can set up SFTP remote sites. Reach out to your PowerSteering representative if this is something you might need guidance with.

If you are interested in creating a Data Extract Job using the Report Wizard, see Create a Data Extract Job.

Before You Start: PowerSteering users will require the "Create and edit Data Extract Jobs" Context permission to access the Data Extracts page and the "View Reports" Context permission to create a Data Extract from a Custom Report template.

To create a Data Extract Report using a Custom Report Template:

1. Select Review → Reports → My Data Extracts from the Navigation menu:

   

   Note: If the Data Extract page is not accessible, you may not have the "Create and edit Data Extract Jobs" Context permission. If you have this permission and the Data Extract page is still not accessible, Data Extract might not be enabled for your site. Speak to your PowerSteering representative for more information.

2. Select Add Report from the top right-hand corner of the table:

   

   Note: If the Add Report button is not visible, you may not have the "View Reports" Context permission. Speak to a PowerSteering administrator for more information.

3. Select See list to reveal the Custom Report templates:

   

4. Select the Custom Report template you would like to use for your Data Extract:

   

5. Enter the "Details" for the new Data Extract:

   

   • Name: Enter a name for your new Data Extract.

   • Template: If desired, change the Custom Report template that was chosen in Step 4.

   • Remote Location: Select which SFTP remote site the Data Extract will be transferred to.

     Note: PowerSteering administrators can add SFTP remote sites.

   • Description: Add a brief description of your new Data Extract.

6. Enter the "Schedule" information for your new Data Extract:

   

   • Calendar: Determine which Calendar the Data Extract will follow.

     Note: Alternative Calendars will be selectable.

   • Frequency: Determine how often the Data Extract will be sent to the SFTP site.

     • Never: The Data Extract will not be sent.

     • Daily: The Data Extract will be sent on a daily basis. Determine the start and end dates as well as which days the Data Extract will be sent.

       

       Note: The latest possible end date will be displayed next to the "End date" field. This is to ensure that data extracts being sent automatically are reviewed and refreshed periodically. Data Extract Reports set to the frequency of "Daily" are allowed to be scheduled for up to 3 months.

     • Weekly: The Data Extract will be sent on a weekly basis. Determine the start and end dates as well as which weeks and days of the week the Data Extract will be sent.

       

       Note: The latest possible end date will be displayed next to the "End date" field. This is to ensure that data extracts being sent automatically are reviewed and refreshed periodically. Data Extract Reports set to the frequency of "Weekly" are allowed to be scheduled for up to 6 months.

     • Monthly: The Data Extract will be sent on a monthly basis. Determine the start and end dates as well as which months and which days of the month the Data Extract will be sent.

       

       Note: The latest possible end date will be displayed next to the "End date" field. This is to ensure that data extracts being sent automatically are reviewed and refreshed periodically. Data Extract Reports set to the frequency of "Monthly" are allowed to be scheduled for up to 12 months.

   • Format: This identifies the file format that the Data Extract will be transmitted in. The only file format available for Data Extracts is a comma-separated value (CSV) file.

   • Zip Attachment: Select this checkbox if you would like to send the Data Extract as a zipped folder. Please note that Data Extracts larger than 10 MB will automatically be zipped.

7. Select the Save button:

   

8. Set the default parameters for the Data Extract in the "Edit Filters" box.

   Note: These filters will differ based on the Custom Report template you chose in Step 4.

9. Select the Save button:

   

After clicking Save, your Data Extract will be saved to PowerSteering. It will be sent to the SFTP remote site based on the chosen schedule. Also, it can be found in the "My Data Extracts" table, where it can be edited or deleted:

Note: If the value in the "Type" column states "Report", the Data Extract has been created using a Custom Report template. If the value states "Data Extract" it has been created using the Data Extract Report Wizard.