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Knowledge Base

Exporting and Sharing Scan Records

Exporting Scans with a Template

Under filter options, you can choose how to sort your data when you download. This is where you will select your export template if necessary (see below). If you don’t change it, all data related to scan records will be in your export. The order in which the variables are placed in the export template builder reflects the order in which they will appear on your CSV file.

CSV download link 1

To obtain the CSV file, you will need to select “Export a CSV File” on the left-hand side of your Scans page beneath the filter options. Here you can choose to have the data delivered to your email or download it directly. When the file is ready for download, a button to save the file will appear in your task inbox.

Sharing Scans

CSV Download Links

Also, you can save a CSV download link so that you can share the latest file with anyone not able to access your admin account online. Moreover, you can restrict the access to the CSV download link or customize the name. If the link does not have a login system, it will automatically download the export file when you click it.

Share Scans

For a user to view scans online you must check the box ‘Require user login’ (see above). This limits who can access the report as they must be a user under your account. The user can be assigned Services to scan with the app or simply use those credentials for getting these reports. Reports can be customized to each user and the relevant link shared with them.

When you distribute the link to your users, they will see a web portal for signing in. They will be able to then see up to 10,000 filtered scan records which you’ve enabled them to see. Each time they click the link or refresh the portal, the screen will re-populate the spreadsheet in real time. The user can search, select date ranges and download the file.

Online View

Important: On the Users page you must create at least one app username for this ‘sharing’.  You can then give everyone that username or give everyone a unique username.  Unless you want them to scan, you should not associate that username to a Service. It is important to make sure to name each link  (‘Enter a name’) with the ID, name or location you filtered by. In that way your can more easily track which URL to send them.

If you want to see the actual API that’s created, click on ‘View my Download Links’. Then, you will see both the shortened link and the API on your Account page. Also, you can copy and edit the API and click it or paste it in a browser. Because your API key is in the API link, you won’t want to share it with people you don’t trust.

Additionally, you can manually edit the API to change the report parameters (e.g. change the report’s start_date). Alternatively, you can run a CRON on your server to update the start_date, download the scans and insert them into your database.

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