m3terDocumentation

Running Ad-Hoc Operational Data Exports

You can quickly set up and run a one-off, ad-hoc data export containing operational data of selected entities in your Organization - such as Bills, Prepayments, Accounts, and Balances. The data export will contain the operational data for the selected entities at the time the export is scheduled to run.

Important!

  • Reviewing Operational Data Export Options. Before attempting to run and ad-hoc operational data export, please review the options available for controlling the data the export will contain - see Working with Operational Data Export Schedules.

  • Data Export Entity Schema!. You can review the details of export schema for each entity available for operational data export - see Data Export Entity Schema.

To create an ad-hoc Operational Data export:

1. Select Data exports:

The Data export page opens.

2. On the Export schedules panel, select Run ad-hoc export. The Run ad-hoc export page opens.

3. Enter the Ad-hoc export details:

  • Destinations. Use the drop-down to select the Export destinations to be used for the ad-hoc data export:

    • You must select at least one destination.

    • If No options shows in the drop-down, you must first create at least one destination before you can set up an ad-hoc data export - see Creating and Managing Export Destinations.

  • Source type. Select the Operational data option. The page adjusts to allow you to select the operational entities whose data you want the export to contain.

4. Under Operational data entities, select the plus icon and use the pop-up to select the entities whose data you want to include in the ad-hoc export:

  • Accounts

  • Account Plans

  • Aggregations

  • Balances

  • Bills

  • Bill line items

  • Prepayments

  • Contracts

  • Plans

  • Pricings

  • Pricing Bands

Tip: Exporting data for all entities? If you want to export the operational data for all entities, use Select all.

5. Select Add. The selected entities are added to the Ad-hoc export details.

6. When you have entered all details for the ad-hoc data export, select Run ad-hoc export:

  • In this example, we've selected to include the operational data for Accounts and Bills to be included in the ad-hoc data export.

An Export job is scheduled for the ad-hoc operational data export and you can check if the job succeeded on the Export jobs page - see Reviewing Export Jobs.

Next: Reviewing Export Jobs


Additional Support

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