Users can create a CSV export for their reports. CSV exports allow for an unlimited row count for data, meaning that users can use this feature to export their data from Filevine’s servers.
To set up the Data Connector in your Org, contact your Filevine representative to learn more.
Create a CSV Report
To generate a CSV report, either create and save a new report or run a saved report. On the Save/Export page of the Report Builder, click CSV Report.
In the opened modal, click Export to begin generating the CSV report. CSV reports can take up to 24 hours to generate, and are typically available the following morning.
By default, the CSV report will be available for pickup in the Saved Reports page of Filevine. Alternatively, users can set an AWS S3 bucket or Azure Blob storage as the pickup location for the CSV report.
To change the delivery location of the CSV report, click CSV Report to open the Generate CSV Report modal and then select Modify Delivery Location.
Select your desired pickup location from the dropdown. To add a new pickup location, click Configure new location.
Filevine supports sending your data to an AWS S3 Bucket, or to Azure Blob Storage. Select the appropriate connector type using the Data Connector Type dropdown.
Additional fields appear based on data connector type you selected.
Fill out the fields in the form to configure the new location for the data connection. Refer to your platform’s portal for the configuration information.
The Region field for the S3 bucket will look something like “us-west-2.”
The Configuration String field for the Azure Blob storage will look, for example, like the following:
Once you have filled the fields and clicked Save, this location will now be available to select as a pickup location. Each report is sent to a single location, so if you would like to send the export to additional locations, you must generate a new report.
By default, the CSV report will export once. Users can set the CSV report to export multiple times in the schedule settings.
To set a CSV report to export on a repeating schedule, click CSV Report to open the Generate CSV Report modal, and then select Schedule Settings.
Select the desired schedule frequency from the dropdown and then choose further options. If you select Weekly from the dropdown, for example, you can then choose which days of the week to schedule the CSV report export delivery. For example, you could schedule a weekly export for every Tuesday and Thursday. Selecting monthly allows you to choose which dates of the month, and selecting yearly allows you to choose which months of the year.
When you have selected the schedule to your satisfaction, click Save. The report will be delivered to your set location at the chosen schedule frequency. To receive notifications when the scheduled report is exported, be sure to turn on notifications.
You have the option to receive a notification by text or email when your CSV report is ready for viewing.
Navigate to the Notifications section by selecting Setup from the main menu dropdown and then clicking Notifications in the left-hand menu. Under the Immediate tab, select A CSV Report I generated has completed at the bottom of the list for text notification, email notifications, or both.
Once you have selected these notifications, you will receive a text or email notification as soon as the CSV report is ready.
Download a CSV Report
Once the CSV report is ready, you can view and download the report on the Saved Reports page. To navigate to this page, click the main menu, hover over My Reports, and select Saved Reports.
On this page, select the desired report and then click the CSV icon above the left-hand menu to view any generated CSV exports for that report. In the CSV Report Download modal, you can view which reports are ready for download and download the reports.
If you have selected an S3 bucket as your pickup location, the CSV report will be available there instead.
To test the settings you’ve chosen, navigate to the Save/Export page in the Report Builder and select CSV Report. In the modal, select As Soon As Possible to run the CSV export as soon as the server has the bandwidth to execute the job.
Note: An Org can select the As Soon As Possible option up to three times in a 24-hour period. After three times, they will receive an error.
S3 Export Permissions
Inside Filevine, the user must be an Organization Administrator.
The IAM Policy in AWS for the AccessKey needs to allow for s3:PutObject for the designated S3 Bucket Resource:
Users in groups with this policy will then have access to any object in the bucket, as designated by *. The permission is given via the Sid field guru-card-test-sid access to the resource, which in this case is an s3 bucket guru-card-test.
This is the only permission Filevine requires to write to your S3 Bucket. Additional permissions may be required for a successful integration with a third-party like Domo if using the same AccessKey/Secret Key pair.
Read more: https://docs.aws.amazon.com/IAM/latest/UserGuide/access_policies_create.html
The most secure way to connect the Filevine Data Connector S3 to Domo is to make another set of AWS Credentials for DOMO. Read more about Filevine’s Periscope, powered by DOMO.