Actions (formerly Output options) are listed in the upper-right hand corner of the Compliance Data Platform.
Within the Actions menu, several options are available, such as Output options, the Mapping tool, and two Fair Lending processors (Fair Lending Overrides and processors for the Target/Control Group definitions).
Output options include the ability to generate a CSV file, an Excel File, or print.
Step 1 Log into the CDP
The active Institution and File will display in the upper right-hand section to the left of the name of the user logged in.
Step 2 Click on Discovery
Step 3 Click Research
TIP: In order to access any of the actions within Discovery/ Research, a filter must be in place. If all records are desired, simply click the Activate button within the Filter window without any filter condition boxes in place.
Step 4 The filter window should be extended. If it isn’t, click the Filter button to extend it
Step 5 Click on the located in the bottom left hand side of the page to add a new filter condition box.
5.1 For a filter step-by-step guide, please refer to CNX402 Research – Filtering
5.2 Once the filter is in place, click Activate
Step 6 To change the Field Group, click the drop-down arrow button directly to the right of the Open box
6.1 Click the Field Group Manager button
6.2 Click on a field group within the list and select Open to select it
The Field Group will determine what fields will be displayed within the browser as well as the data that is reported or exported with the selected Output option. For more detailed procedures on Field Group, please refer to CNX403 Research – Field Manager.
Step 7 Once the desired Field Group is set, click the drop-down arrow next to Output
7.1 To create a report or export, choose one of the two following outputs:
- Excel: creates a spreadsheet with the Field Group data on the filtered records
- Print: creates a report with the Field Group data on the filtered records
Step 8 When the reports pull up, Save or Print to the desired location
Article Reference CDP404