Download Custom Record, Case or Followup Lists

Feature Availability: The ability to create custom dashboards and custom record lists is made available through our Advanced Reporting Add-On Package. If you do not currently have access to these features and wish to add these features, please contact [e-mail].

Record-level data for your program records can be exported from both standard and custom records lists in IntouchIntelligence (IQ). You can also create lists of case details and followup details using custom record lists in IQ.

To export data:

• Go to the custom record, case or followup list in IntouchIntelligence
• If applicable, apply the desired filters to the list to refine the results shown
• Click on the triple-dot menu at the top of the report
• Click on Download

After you've clicked on Export, a new window will open, where you can specify the:

• Filename
• Export format (CSV or Excel)
• Delimiter
• Text Qualifier

Click on Export.

Depending on the quantity of data your data export includes:

• If relatively small, the download will be produced in the browser. After a few seconds, you'll be prompted to download the file.
• If the download is to large to generate in real-time, you will be informed that the download is large. You will be prompted to receive an email when the file is ready. It can take upwards of 30 minutes to receive the email, but the email will include a link to download the file. 

When you receive the email notification, simply click on the link provided and you will be redirected to the IQ download page, where you can retrieve the file.

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If you have logged out of IQ, you will be required to log in again in order to download the export.

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