Downloading Data Using the Data Exporter Tool / SQL Export Tool

In this article:

• How It Works 
• Using the Exporter 
• Understanding the File Contents 
• Cost

Actionstep has a SQL Data export tool that can be used to download a simplified schema containing views of the data that would be most useful for business intelligence purposes. The simplified schema and data can be securely downloaded as a SQL file in Microsoft SQL-Server, Azure SQL, or PostgreSQL formats. These files can be run against local or hosted database servers managed by you or your Actionstep certified consultant. 

How It Works 

To activate the service, a user with account authority should contact Actionstep Support and ask them to install the custom reporting plugin. Once installed, a new Integrations cardis added to Admin page. This is where you can specify which database format to use and set a password to protect the download file. On this page, a Download link will be available after the nightly backup process has run and the file is generated. The file will be refreshed every 24 hours with new data. 

Once downloaded you (or you certified consultant) can refresh the local copy of the data by executing the SQL file in your database server. The file will automatically drop and recreate any required database tables. 

Using the Exporter 

To use the Exporter:

1. In Actionstep, go to Admin > Integrations > Reporting Data Exporter. The Reporting Data Exporter Setup page appears.
2. Click the SQL file format drop-down list and choose your SQL format. 
3. In the ZIP file password field, enter the password that should be used to access the exported ZIP file. 
4. Click Save. 

Understanding the File Contents 

The download file will consist of table drop/create statements and commands to load the data into the tables. Currently, the following tables are included in the extract (more may be added if needed): 

Cost

The data extract process consumes additional system resources (and cost) for processing power, data storage, and download bandwidth. This service is therefore offered as an optional extra and will be added to clients’ monthly bill from Actionstep. The cost is $99/£99 per firm (not per user) per month.