KnowledgeSync Ideas

Requested by Copiers Excellence C40432:
Customer raised concerns about how long it took to export a query to CSV or excel once it was created.

Vincent who is their power user said it took him 15 minutes or so to write the query but then had to manually add the columns to the export which would take him another 20 – 30 minutes minimum to do (report we looked at that he wanted to generate had 108 columns of data).

He asked whether we had any plans to provide an execution action such as an ‘export’ button that could generate the CSV as designed in the query, without having to then double handle the data entry by adding the columns to the export.

In terms of e-automate, specifically; whilst users are able to customise their own reports natively by pulling in columns from linked tables using the inbuilt reporting module, a lot of the related tables that could be joined are not, so they have a reliance on KS to stitch data from multiple SQL tables and have this show up in one consolidated report – they don’t necessarily need to email this out anywhere, it’s just about having on-demand visibility of the data and the ability to effortlessly drop this into a spreadsheet to slice, dice, pivot and filter, without having to create an event, add in the column names, create a file, nominate a subscriber and then wait for the event to run and deliver the results.