Sharing, Filtering and Exporting Scan Records

* Create a filtered download link to view your scan records by simply clicking on that link

Share scan records with anyone – create a universal download link or a link with scans filtered specifically for only certain Services or Users  

You can allow anyone to view scan records without either you or them signing in to codeREADr.com to download the report. How? By creating a CSV download link.

On the Scans page of codeREADr.com, look for the ‘CSV download link’ option. You should first be set up the download using an export template and filtering the scan records to show only those you want to view yourself or to share with others.

For example, a global report for your own viewing may include all Services and Users. However, if you want to share scan records with specific contractors, clients or employees, you can create different reports for each party by filtering by Service or User. In that way, you can create a CSV download link that will download only those scan records specific to each Service or User.

Step 1: Create an Export Template (see here)

Step 2: Filter your Scans

Filter your scans based on how you want to export and share this report. Common filters include starting date, Service(s) and Users.

CSV download link 3

Step 3: Choose your Output Format (Export Template)

If you change selected items in your Export Template your reports will automatically show those items the next time the link is clicked.

CSV download link 1

Step 4: Get CSV Download Link

By clicking the link the data can be previewed online and downloaded as a CSV file. You can ‘Require user login’ if you want to limit who can view this report. You assign a ‘user’ on the codeREADr.com ‘Users’ page. The user can be assigned Services to scan with the app (an ‘app-ser’) or simply use those credentials for getting these reports.

CSV_Download_Link_2

 

View Scans Online as a Spreadsheet

For a user to view scans online you must check the box ‘Require user login’ (see above). Then 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

 

Share Based on ID, Name, Location  

On the Scan page, filter by the scan value (ID) or by unique names, locations, etc. in the response text.

filter by scan

Then generate a CSV Download Link to share with the people you want to see those specifically filtered scan records.

share scans

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.  That username shouldn’t be associated to a Service, unless you also want them to scan. 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.

Advanced Options

You can view and download filtered scan records additionally filtered to show only the last scan made for each value. The filter selects the unique values in up to the last 2 million total scan records.

last-scan-link-new-red

If you want to see the actual API that’s created, then click on ‘View my Download Links’. You will be taken to your Account page where both the shortened link and the API are shown. You can copy and edit the API and then 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.

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

Automating the flow of data

To insert scan records directly into external databases please look here.


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in Scans