The core Actionstep application contains a lot of pre-built reports and also allows clients to create custom list views that can be exported to spreadsheets, or automatically emailed to users via the “heads-up” feature. However, some clients, especially larger firms, want a flexible way to directly query their data for business intelligence and dashboard purposes.
Providing a copy of the production database would not be suitable because the Actionstep database design is very complex, with over 500 tables and an abstracted data schema for custom data. We have therefore come up with a solution that provides clients with a simplified schema containing views of the data that would be most useful for business intelligence purposes. The simplified schema and data can be securely downloaded as a SQL file in Microsoft SQL-Server, Azure SQL, or PostgreSQL formats. These files can be run against local or hosted database servers managed by the client, or their Actionstep certified consultant.
How It Works
To activate the service a user with account authority should contact Actionstep support and ask them to install the custom reporting plugin. Once installed you will see a new menu item under Admin > Plugins, and this is where you can specify which database format to use and set a password to protect the download file. The file will be generated after the nightly backup process has run and you will find a download link on this page once it has been completed. The file will be refreshed every 24 hours with new data.
Once downloaded you (or you certified consultant) can refresh the local copy of the data by executing the SQL file in your database server. The file will automatically drop and recreate any required database tables.
Using the Exporter
Go to Admin>Integrations>Reporting Data Exporter
You will be prompted to select an SQL format and designate a password to be used on the ZIP file that the exporter produces. Once you have done this select "Save".
The download file will consist of table drop/create statements and commands to load the data into the tables. Currently, the following tables are included in the extract (more may be added if needed)
The data extract process consumes additional system resources (and cost) for processing power, data storage, and download bandwidth. This service is therefore offered an optional extra and will be added to clients’ monthly bills from Actionstep. The cost is $99/£99 per firm (not per user) per month.