Data Exports can be grouped into Categories, which can help to keep similar exports together, keep important exports separated (which helps reduce the risk of accidental changes or deletion), and keep test exports separated from production exports.
Categories can easily be created by the administrator and exports can easily be assigned to categories, including changing categories.
Navigating to Categories for a Data Export
- Expand Data, expand Exports, and click Manage from the menu.
- Click Categories from the top toolbar.
The 'Categories' page will have a field to create/edit a Data Export Category towards the top and a list of existing Data Export Categories towards the bottom.
The Actions drop-down menu allows you to:
Creating a Category
- Enter the category name into the provided field and click Save.
- The new category will appear in the list towards the bottom.
Editing a Category
- Click the Edit icon
next to the category from the list.
- The name of the category will appear in the provided field. Edit the name of the category and click Save when finished.
Deleting a Category
- Click the checkbox(es) towards the right of a category to delete.
- Click Delete Selected Records from the Actions drop-down menu.
- Confirm the deletion.
- Any data export using the deleted category will have the category set to "-- Not Assigned --".