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      How to generate a report using Standard Data Export

      Learn how to generate reports with Standard Data Export to drive adoption across your organization

      About Standard Data Export

      Track how your teams work with DataSnipper using Standard Data Export – a CSV report that captures detailed user actions across your organization.

      Gain insights on:

      • Preparer actions (Text Snip, Validation Snip, Exception Snip, Sum Snip, Table Snip, Document Matching Snips, Find All Sums Snips)
      • Reviewer behavior, including how many Snips are being selected and reviewed
      • FSS usage, including tickmarks created, exports made, and how often FSS files are opened

      Prerequisites

      • Access to the Metrics Dashboard of your organization
      • DataSnipper Accelerate Package
      • DataSnipper Version 25.1 or later

      Step-by-step Guide

      1. To use Standard Data Export, first go to your DataSnipper Dashboard via dashboard.datasnipper.com

      2. Next, select the period range of data you want to report out. This could be predefined, or you select it yourself.

      3. Click on the "Standard Data Export" button located at the top of your dashboard next to your data range. 

      4. An Excel workbook will start downloading to your local download folder. 

      5. As you open your report in Excel, you'll need to enable all content (including macros) in order to see the comprehensive data in the workbook.

      This report will now show all the usage data, in a fully anonymous form, where you can proceed to map the hashes following the instructions in the file.

      If macros are blocked when opening the usage report, follow these steps:

      Right-click on the downloaded file and select Properties.

      In the Properties window, check the Unblock option at the bottom.

      image (13)-1

      Click Apply and then OK. 

      Open the file again and follow the Instructions tab for further guidance.

      Detailed list of tracked data in Standard Data Export

      • All Snips = Preparer Actions = A sum of all Text Snips + Validation Snips + Exception Snips + Sum Snips + Table Snips + Document Matching Snips + Find All Sums Snips
      • Snips Selected = Reviewer Actions
      • FSS Opened
      • FSS Exported
      • FSS - Tickmarks created