Data Hub Settings

The Data Hub feature allows users with the appropriate permissions to export report data out of Coplogic™ Ethos.

Procedure
  1. Use one of the following options to access the Data Hub module.
    Option 1
    1. Click the Quick Shortcut icon in the upper pane.
    2. Select DataHub from the drop-down list.
    Option 2
    1. In the left pane, select AdministrationAgency Configuration.
    2. On the Agency Configuration page, select Data Hub.
  2. In the Data Hub module, select one of the following options:
    New Export
    1. To create a new export, select the New Export tab.
    2. Use the Form Name drop-down list to select the form you want to view analytics for.
    3. Select the Report Status field and select the pertinent statuses from the drop-down list.
    4. Select the Output Format field and select the pertinent format from the drop-down list.
    5. To run the report immediately, specify a date range to be covered in the report.
    6. If you want to schedule the report to run at a later time, click Schedule Export and specify the run frequency (Hourly, Daily, Weekly, Monthly).
      1. In the right-hand section of the page, enter a task name for the report run.
      2. Specify a time when the report should run.
      3. If desired, specify an end date for the schedule report runs.
      4. If desired, specify an age range for the reports.
    7. If you want the report uploaded to an SFTP (secure file transfer protocol) server, select the Upload to SFTP check box on the lower left-hand side of the page.
      • To select an existing server, click in the SFTP destination field and select the server from the drop-down list.
      • Alternatively, you can click Add New Server and specify the parameters for the server. Be sure to click Confirm to save the server settings.
    8. Add the email addresses where notifications should be sent when the SFTP upload is complete.
    9. Click Run Export or Schedule Export to save your settings.
    Scheduled Exports
    1. To view or edit parameters for a scheduled export, select the Scheduled Exports tab.
    2. Select the export you want to view or edit.
    3. Edits fields as needed and click Save.
    Export Results
    1. To export results, click the Export Results tab.
    2. Select the report run you want to export.
      note.pngIf you don't see the run you want on the list, click the sync icon to refresh the list.
    3. When the downloaded file appears at the bottom left-hand corner of your screen, click the file to open it. You can then save it, edit it or print it as needed.