Contact List Export

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Contact List Export

Report Name: Contact List Export

File Name: EarthSoft.Reports.Library.62283.dll

Report Dependencies: N/A

Software: EQuIS Professional and EQuIS Enterprise

Source: EarthSoft Community Center Downloads Dashboard under Products > Additional Resources > v7.0 for each organization's EarthSoft Primary Point of Contact (POC)

Language: English

Output Type: Report Grid1

 

Description: Export EQuIS ST_USER, DT_PERSON, and RT_COMPANY information as a contact list suitable for import to an eMail or Client Resource Management (CRM) system.

 

Installation Instructions: Download the Client List Export report from the EarthSoft Community Center. Starting in 7.24.3, the report is packaged together with other standard-by-request reports, i.e., "EQuIS_By_Request_Reports_All_7.24.3.zip".

 

Unblock the *.zip file, and extract the DLL to the EQuIS Professional installation folder. For standard installations, this directory is C:\Program Files\EarthSoft\EQuIS; for per-user installations, this directory is %localappdata%\Programs\EarthSoft\EQuIS by default. After the user reopens Professional or refreshes the Open window, the report will appear in the Reports list.

 

Overview:

For each data source selected, the report joins the other two (ST_USER, DT_PERSON, RT_COMPANY) on company_code and user_id as a left outer join on the data source table. This results in all the data from the primary table and any related data from the other two. When multiple data source tables are selected, a union of all selected is returned which may return duplicate records.

 

Tables: ST_USER, DT_PERSON, RT_COMPANY

 

Report Parameters *

@facility_id

Optional Facility ID or Facility Group ID. Limits contact list to users who have at least view permission for the facility or facilities in the group.

@data_source

This is a multiple select parameter. Selects the primary data source for the export, Options are ST_USER, DT_PERSON, and RT_COMPANY. Selecting multiple data sources may result in duplicate records being returned.

@only_this_facility

When checked and a value is provided from @facility_id, only ST_USER records for users that have at least view permission on the facility will be returned. When not checked, the value of @facility_id is ignored.

 

* This report contains the following hidden parameter(s) that could affect the output of the report:

•ebatch

 

If listed, the Additional Fields parameter may be customized as explained in How To Customize the Additional Fields Parameter.

 

Consult an EQuIS administrator if hidden parameters should be visible or use different default values in a published report (a report that allows saving of user reports). Hidden parameters cannot be viewed or changed in unpublished reports outside of a report parameter file.

 

Note: When report is run as an EIA, this parameter will limit results for the DT_PERSON and RT_COMPANY tables to records loaded by the initiating EDD. If @data_source includes ST_USER and an @ebatch value is provided, all records from ST_USER will be returned since it does not have an EBATCH field.

 

 

 

Report Output

ST_USER

USER_NAME

ST_USER.EMAIL_ADDRESS

ST_USER.FIRST_NAME

ST_USER.LAST_NAME

ST_USER.CLIENT_CODE

DT_PERSON.PERSON_NAME

DT_PERSON.EMAIL_ADDRESS P_EMAIL_ADDRESS

DT_PERSON.FIRST_NAME P_FIRST_NAME

DT_PERSON.LAST_NAME P_LAST_NAME

DT_PERSON.TITLE P_TITLE

DT_PERSON.ADDRESS1 P_ADDRESS1

DT_PERSON.ADDRESS2 P_ADDRESS2

DT_PERSON.ADDRESS3 P_ADDRESS3

DT_PERSON.CITY P_CITY

DT_PERSON.STATE P_STATE

DT_PERSON.POSTAL_CODE P_POSTAL_CODE

DT_PERSON.COUNTRY P_COUNTRY

DT_PERSON.PHONE_NUMBER P_PHONE_NUMBER

DT_PERSON.FAX_NUMBER P_FAX_NUMBER

DT_PERSON.ALT_PHONE_NUMBER P_ALT_PHONE_NUMBER

DT_PERSON.CERTIFICATION_NUMBER

DT_PERSON.CUSTOM_FIELD_1 P_CUSTOM_FIELD_1

DT_PERSON.CUSTOM_FIELD_2 P_CUSTOM_FIELD_2

DT_PERSON.CUSTOM_FIELD_3 P_CUSTOM_FIELD_3

DT_PERSON.CUSTOM_FIELD_4 P_CUSTOM_FIELD_4

DT_PERSON.CUSTOM_FIELD_5 P_CUSTOM_FIELD_5

DT_PERSON.COMPANY_CODE

RT_COMPANY.COMPANY_NAME

RT_COMPANY.COMPANY_TYPE

RT_COMPANY.contact_NAME CO_CONTACT_NAME

RT_COMPANY.EMAIL_ADDRESS CO_CONTACT_EMAIL

RT_COMPANY.ADDRESS_1 CO_ADDRESS1

RT_COMPANY.ADDRESS_2 CO_ADDRESS2

RT_COMPANY.ADDRESS_3 CO_ADDRESS3

RT_COMPANY.CITY CO_CITY

RT_COMPANY.STATE CO_STATE

RT_COMPANY.POSTAL_CODE CO_POSTAL_CODE

RT_COMPANY.COUNTY CO_COUNTY

RT_COMPANY.COUNTRY CO_COUNTRY

RT_COMPANY.TIMEZONE_CODE CO_timezone_CODE

RT_COMPANY.PHONE_NUMBER CO_PHONE_NUMBER

RT_COMPANY.FAX_NUMBER CO_FAX_NUMBER

RT_COMPANY.LICENSE_NBR CO_LICENSE_NBR

RT_COMPANY.WEB_SITE CO_WEB_SITE

RT_COMPANY.CUSTOM_FIELD_1 CO_CUSTOM_FIELD_1

RT_COMPANY.CUSTOM_FIELD_2 CO_CUSTOM_FIELD_2

RT_COMPANY.CUSTOM_FIELD_3 CO_CUSTOM_FIELD_3

RT_COMPANY.CUSTOM_FIELD_4 CO_CUSTOM_FIELD_4

RT_COMPANY.CUSTOM_FIELD_5 CO_CUSTOM_FIELD_5

 

1The Report Grid provides additional export options to Excel, Google Earth, Outlook, Shapefile, PDF, Text, Access, XML, or a printer.

 

 



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