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Cases.

Download Reports

Updated 03/11/2023

In Recordia® all the information stored can be downloaded to the computer for later consultation or by decisions of the corporation. You can access the reports through the button in the upper-left corner in the window of the case. mceclip0.png  When you activate this button, you will get a drop-down in which you are given the option to download the report in CVS, a file compatible with standard programs such as Excel.

 

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Detailed information for each case

 

Prior to exporting CSV, you must select in the table the case or cases you want to download. A .ZIP file with two CSV files inside: the metadata of the interactions under the name Interactions and the metadata of the case under the name Metadata.

 

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Downloading CSV files by case