How to Export Data

Introduction

COS Business Engine will allow users to export a wide variety of important data for their reporting and records keeping purposes. This will guide will instruct Business Engine Users on how to accomplish that in an efficient manner.

Solution Overview

Exporting Objects

To begin the process of exporting Objects, users can type "object" or "objects" into the search bar on the left hand side of the Business Engine Dashboard. Selecting the Objects option under the Operations menu will give Users the ability to search for any Object data they have. 

The Object search menu will allow Users to find an Object by its ID number, address information, or by a variety of more advanced search options. Once you have completed a search you will be given a list of any and all Objects that fit your search criteria. 



With a completed search you will be able to choose which Objects you wish to export by selecting the check box on the left hand side of the Object Number field. 

In the top left hand side of the Search Objects menu you will be allowed to being the process of exporting Objects by clicking the "Actions" menu and selecting the "Export" option.


With the Export option selected you will be prompted to choose a "purpose" for your export:

• Import- export provides current native Business Engine fields with the import header structure
• Address- Exports only the Addresses
• Object List- Exports all object fields
• Select one and click on export
  
  

Step By Step Instructions

How to Export