Part of SUS Portal user guide
Creating extracts
1. Getting started
1. From the extracts screen, Click the new extract button. The create extract screen will open
2. Select the required mart using the radio buttons.
3. Select the reasons for access using the tick box.
4. Select the required extract type using the drop down list.
5. Select the required extract period from and extract period To using either the date selector tool or the predefined date period quick links.
2. Advanced configuration settings
Click the advanced button.
The advanced screen will expand to reveal the advanced configuration settings.
2. Select required columns using the select columns tab.
3. Order columns by selecting the reorder columns tab and copy or paste in the required order.
4. Select providers or commissioners and then select the required organisations.
3. Additional extracts and other options
- Select any required additional extracts by checking the additional extracts check boxes.
- You can chose column headings and quote all fields by using using other options.
- You can edit file labels in the file labels bar.
4. Run extract
- Click run extract to run the configured extract. The extract page will open and the extract you have extracted will appear at the top of the list. The status of the extract will be either pending or completed.
- You can download extracts marked as completed by clicking the download button.
- Users can click on the copy icon to generate another extract with the same selection.
5. Copy extract
You can use the copy button to generate another extract with the same configuration.
Last edited: 2 July 2024 12:43 pm