Summary

Export Manager is a tool that allows users to monitor the progress of their own exports and download them once complete, as well as reviewing historic export requests. In the event of any issues with the export, users are able to download a CSV Excel error report to assist with troubleshooting. 

For larger exports, users will be re-directed to the Export Manager as they are too large to process in the Export window when run. 
More information on how to:
- Export Documents can be found here. 
- Export Transcripts can be found here.  

We've set out how to use the Export Manager tool below. 

Using Export Manager

  1. Accessing Export Manager - The Export Manager can be accessed in one of two ways: 
    1. Export Tool - From the Export tool, press Export Manager in the bottom left. 
    2. During Export - Once a larger export is started, users will be automatically re-directed to the Export Manager.
  2. Export Manager Page - From the Export Manager, there are various columns as set out below: 
    1. Started - Confirms the date and time the export job was started. 
    2. Download - Once complete, the name of the export will appear as a blue hyperlink. Select the hyperlink to download the documents. 
    3. Status - Details the status, either being a dynamic progress bar or a static message (i.e. 'Done', changing to 'Downloaded' once downloaded or 'Failed, contact support' if the Export cannot be processed). 
    4. Size - Data size of the export. 
    5. Report - Press View to review an in-browser report of the export, which lists the contents and any error messages (if applicable). 
      1. Check the number of documents here against the number of expected documents to ensure the contents have been processed in full.
    6. Error Report CSV - Press Download to download a CSV Excel listing the errors from the report. 

If you think the Export is stuck, shows any issues in the report or is showing a failed status message, please contact the Solution Operations team for assistance.