Published Dec. 14, 2020
Only export record values that have been updated or added to Cause IQ since a previously-remembered export
Cause IQ added new functionality to our Export wizard to help you include only updated/new record values in your export reports. During the export process, you'll see an "Include only updated or new values since previously remembered exports" option within the "Which records to include" section of the "What" step of the export process. This new feature allows you to tell Cause IQ to export only the record values that have been updated since a previously-remembered export(s), or that are new and weren't part of the selected previously-remembered exports (e.g., a new field column or organization).
There are two steps you need to take to use this functionality:
Step 1: Make sure to remember your exports when generating reports of organization and personnel information.
Step 2: Select one or more, or all, previously-remembred exports that you want Cause IQ to look for updated/new field values since you last exported and remembered the report.
Here's a look at where you choose previously remembered exports that you want Cause IQ to look for updated/new field values and where you tell Cause IQ to remember an export:
Note: Different remembered exports for organizations vs. personnel
When choosing specific remembered exports to compare field values, the options change depending on whether you're running an "Organization details" or "Personnel, with organization details" export. If exporting just organizations, only remembered exports including just organizations will appear. If exporting personnel and organizations, only remembered exports containing personnel and the organizations they work for will appear.