The Output is the file creation process available within the Research window of the application and can be used to generate files for analysis or data auditing.
Step 1 Log into the CDP/ CenTrax NEXT
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
Note: In order to access any of the actions within 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 the CNX402 Research – Filtering document.
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 the CNX403 Research – Field Manager procedure document.
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 CNX404