How to export documents' data by form

Athento allows you to export in csv format all the documents of a documentary type, creating a row for each document and a column for each metadata value.

In addition, it is also possible to export the list of changes in the life cycle of each document per form.

This csv is intended to be exploited by a BI tool. If an advanced user wishes to exploit it, it can be opened or imported with a spreadsheet management tool (LibreOffice, OpenOffice, Excel, Numbers, etc) in UTF-8 format.

1 - The report is accessed for each documentary type or form:

2 - Select the documentary type from which the report is to be obtained:

3 - Click on export to access the tab:

4 - Click on the link to export the report:

4.1 URL to obtain the values of the fields.

4.2 URL to download the history of life cycle status changes.

4.3 URL to get the different tasks of the form. See more

4.4 URL to obtain the values of the fields in .jsonl format.

IMPORTANT: The export must be previously configured. Enable the massive export of field values of a form

Advanced configuration options

As part of the advanced form configuration in the Document type configurations section of the data export, there are the following configurable parameters:

1. Header type, you can choose whether the header title of each field is: its internal name, its label or the slug.
2. Maximum number of elements
3. Maximum number of days. The documents whose modification or creation has been done in the X days indicated will be exported.

How to export the list in compressed form

To the report download url, add &compress=true at the end of the url.

Example: https://XXXX.athento.com/doctypes/api/documenttype/UUID/report_csv/?serie=XXXXX&compress=true