Exports

Learn how to efficiently extract, download, and manage procurement data through the platform's export functionality.

Overview​

The Exports feature provides comprehensive CSV exports of procurement data.

Key benefits:

• Access comprehensive datasets for informed decision-making
• Maintain detailed records of all procurement activities
• Analyze trends and patterns for optimization

Accessing Exports​

Navigate to Settings → Files → Exports

Alternatively, use the main search bar and type "Exports" for direct navigation.

Export Management Interface​

The Exports page provides:

• Active Exports - Monitor ongoing export processes
• Historical Data - Access past exports with full context
• Status Tracking - Real-time updates on export progress (Success, Error, In Progress)

Creating New Exports​

To create a new export:

• Choose from specialized export types
• Configure filters to target specific sets of data
• Initiate the export process
• Receive completion notifications

Export Types​

Offer Approvals

• Track approval timelines and identify bottlenecks
• Monitor approval patterns and analyze rejection reasons

Requisitions

• Review purchase patterns and track supplier performance
• Analyze delivery metrics and monitor order values

Users

• User data and permissions

Price Insights

• Pricing analysis and trends

Price Change Reports

• Track price changes and market adjustments

Inventory

• Stock levels and inventory data

Inventory Transactions

• Detailed inventory movement records

Unit of Measure Mappings

• Unit conversion and mapping data

Request for Quotations

• RFQ data and responses

Sharing Settings

• Data sharing configuration

Managing Downloads​

Download Process​

• Status Monitoring - Real-time status updates and progress tracking

Export Status Values​

Exports can have the following status values:

• Pending - Export is queued and waiting to start
• Check In Progress - System is validating the export request
• In Progress - Export is currently being processed
• Success - Export completed successfully and is ready for download
• Error - Export failed due to an error
• Stopped Early Due To Errors - Export was terminated due to multiple errors

Best Practices​

• Use specific filters to reduce processing time
• Maintain organized file storage
• Regular backup of critical exports

Export History​

Viewing Past Exports​

The Exports table provides a comprehensive audit trail:

Interactive Tutorial​

A step-by-step tutorial demonstrating how to create, configure, and manage exports effectively.