Generating a Native Subset Export

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Generating a Native Subset Export

Native subset exports are created for existing native exports. Before a native subset export set can be created, the parent native export must be created first.

1.Select the Case Manager tab.

2.Double-click a case to open it.

3.Select the Export tab.

4.At the top of the Export Settings pane, click Manage.  The Manage Exports dialog displays.

5.Select Native Subset for the Export Type.  

6.By default, Explore automatically assigns the next available default export Name.  The export Name is editable and can be up to 50 characters long.

7.Choose a Parent Export for which you are creating the subset export.

8.Click the ellipsis button next to the Subset File field.  The Select subset file containing export numbers or ids dialog displays.

9.Browse to and select the line-delimited text file containing the Explore IDs or Export Numbers for the subset export.  This must be a .txt, .csv, or .dat file.

10.Click Open.  The dialog closes, and the chosen file is displayed as the Subset File.

11.Click Create.  If Explore is not sure what the text file contains, clicking Create opens the Confirm contents of subset file dialog.

12.If you selected a text file containing Explore IDs, then select Yes, the file contains IDs.  If you selected a text file containing Export Numbers, then select No, those are Export/Control numbers.  If some of the items in the selected subset file are not found in the parent native export, the Subset File Mismatch dialog box is displayed.

13.Click Yes to continue.  The new native subset Export Set is added to the list, and the Active option is selected for the new export.

14.Click Done.  The new Export Set is displayed in the left pane of the Export tab.

15.Update any of the settings you want for the subset export.  See Generating a Native File Export for all the available settings.

16.Click Start to start the export.  Progress is displayed in the Export Statistics section.  You can review data in the Export Statistics section using the available links.