Summary

How to download a PDF Archive within the Exports manager

Table of Contents

Configure user access

  1. within the enterprise cloud, navigate to the Exports manager

  2. Click on the Actions dropdown in the top right-hand corner

  3. Under the Exports section, select "Configure Datatrak Direct Access."

  4. Enter the user's credentials that will have access to generate the Datatrak Direct PDF Exports.



Downgliding the PDF Archive Export

  1. Navigate to the Exports manager

  2. On the Datatrak Direct PDF export type, click on the gear icon.

  3. The export will be added to a job and will display Finished once completed.

  4. Click on the hyperlink under the "Latest Export" Column to open the export. Alternatively, you can click the folder icon under the View Archive column then select the version of the export you wish to open.

  5. Once downloaded, you will need to unzip the file to view it.



View Export Access

  1. In the Exports Manager, click the Folder icon on the row of the export you wish to see export access.

  2. Click on the View Export Access hyperlink above the exports table.

  3. The table will display the following data.

    • User - The name of the user who accessed the export
    • Date/Time - the exact time the user accessed the export
    • Export Age - the age of the archive in days
    • Archive - Date the archive was run
  4. You may download this report by clicking the hyperlink above the export access table.



Need more help?

Please visit the Datatrak Contact Information page.