How can I export my user lists?

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Answered

Currently I am only able to copy/paste the whole screen to an excel workbook, and then I have to doctor it up to make it usable. I manage multiple apps and this is not efficient. I need to export for audit requirements.

Photo of Tracey

Tracey

  • 0 Points

Posted 5 years ago

  • 0
  • 1
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

  • 30,434 Points 20k badge 2x thumb
For a single table create a new report that shows the records and field you want to export and then set the report Format to CSV or TSV and Save the report:

Options | Format | Select Comma-Separated Values or Tab-Separated Values | Save


If you want to do this for multiple tables and multiple applications you can use script to automate the process and achieve the same result. However, in this case you might want to give more thought to the meta data that might be needed to appropriately identify and organize the archived tables you export because you will probably need this additional information if you ever import the archived data.
Tracey was looking to export the "Manage Users" list.  i had her same problem.  Also I was not able to copy and paste the role the User was in.
Photo of Tracey

Tracey

  • 0 Points
Exactly. I want to export my user list, not a table. I am familiar with how to export anything else. I need to export my user list.
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

  • 30,434 Points 20k badge 2x thumb
What information from you user list do you want?
Photo of Tracey

Tracey

  • 0 Points
All if the information provided on that screen. Intuit needs to provide the accessibility to export it to excel. It will make it easier to communicate with my users, as well as provide the lists for our audits.
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

  • 30,434 Points 20k badge 2x thumb
There are many ways to do this. One simple way that does not involve writing code is to use FireFox and install the extension TableTools2:

https://addons.mozilla.org/en-US/firefox/addon/tabletools2/


Once installed, to copy the table to the clipboard follow these steps:

Right Mouse Click on Table | TableTools2 | Copy | Table as Tab-Delimited Text


I also wrote a script that calls API_UserRoles and extracts information in the XML response:

<users>

<user id="51084879.bdbt">

<name>Dan Diebolt</name>

<lastAccess>1398987635073</lastAccess>

<firstName>Dan</firstName>

<lastName>Diebolt</lastName>

<roles>

<role id="12">

<name>Administrator</name>

<access id="1">Administrator</access>

</role>

</roles>



</user>

...

</users>


Note the API call potentially can return multiple roles per user so that data is not "rectangular". In other words, each user can have multiple roles so there is a sort of one to many relationship between users and roles. My script generates a formatted HTML report - you might need some other format for archival purposes. I will publish the code after I remove some client info from it.

Pastie Database

https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=264


The above code was quickly modified and intended to be pasted into the JavaScript console. It spits out the User information in a crudely formatted table on the top of the page. This could easily be improved to look nicer and automate where you want the report to be archived to.