Browse Collected Records and Export Them to Excel
Look at the records workers have collected, search them, download them as an Excel workbook or CSV file, and set up a workbook that fills itself after every sync.
What you will learn
- Open Records and read what a phone uploaded, including device and time
- Search, filter and choose the columns the grid shows
- Download the records with the Excel and CSV buttons, or Export all
- Use Send data to keep an Excel workbook filled after each sync
Transcript
In this guide you will look at the records your workers have collected, and get them into Excel. You will search and filter the records, download them as a workbook, and set up a workbook that fills itself after every sync.
This app, Receiving Log, collects an item, a quantity, and a note. A worker has already scanned several items on a handheld, and saved each one. Open Records in the left bar, and pick the table, Main, under Captured records.
Each row is one record from a phone: the item, the quantity, the note, the device that captured it, and when. The newest record is first. Click a record, and the panel on the right shows every column, with the time it was captured and the time it was synced.
To find records, type in the search box. It looks in every value. Here we look for one item. You can also filter by device, and by the dates the records were captured. Tick Show deleted to list the records that were deleted too.
Press Columns to choose which columns the grid shows, and drag a column header to move it. Whatever the grid shows is what a download contains.
To open the records in Excel, press Excel. StepVane downloads a workbook, named after the app, the table, and today's date. Press CSV for a plain text file. And Export all, CSV, downloads every record of the table from the server, not only the ones loaded in the grid.
If you want a workbook that fills itself, use Send data. Open Data, then Send data. This send reads: after each sync, send each record that phones upload, add a new row, in the Receiving workbook connection. StepVane says it writes an Excel workbook, receiving.xlsx, to the server. Every time a phone syncs, the workbook grows, and nobody has to press a button.
That is how you see and export records. Use Records to look and to download, and Send data when a workbook should be written by itself, after every sync.
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