Export ID's with Custom Reports

Frequently, Bulk Import templates include an ID (_id) field, indicating an ID is needed that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report.

Here's an example of how to build a Custom Report to export a list of ID's for a specific entity. In this example, we're exporting a list of all Vendor ID's

Your Custom Report will differ slightly depending on what type of ID data you are needing to export from Discovery.

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Click on Records.
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Click on Reports.
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Click on Custom Reports Click on Custom Reports
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Click on New. Click on New.
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Select your Entity type from the Main Entity dropdown. Here, we chose Vendor. This defines what primary type of data you'll be adding to your export. Select your Entity type from the Main Entity dropdown. Here we chose Vendor.
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Give your Custom Report a Report Name. Here, we typed Vendor ID's. Give your Custom Report a name. Here we typed Vendor ID's.
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To add data types, click on the Add Column button. Data types will appear as columns in the resulting CSV file export. To add data types, click on Add Column.
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Select a Property. First, we've chosen an Entity (Vendor) then selected one of its Properties (Vendor - Id).

A Property represents a detail about your selected Entity. An Entity is comprised of many details (Properties).

Select a Property. Here we've chosen Vendor - Id.
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To add additional Properties, click on the Add Column for each one you'd like to include on the Custom Report export. Use the arrows or drag icons to reorder the Properties. To add additional data types for this Main Entity, click on Add Column for each data type you'd like to include on the export.
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For the second data type, we chose Vendor and its Vendor - Name Property. For the second data type, we chose Select Vendor - Name as the Property.
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Once all data types have been aded, click on the Save button. Once all data types have been aded, click on Save.
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The Custom Report results page will load where you'll see the data returned for your Custom Report.

Back on the Custon Reports listing page, you can click on the report Name you've just created to view the results of your Custom Report. Here we clicked on Vendor ID's to return to the Custom Report results page.

If many Custom Reports, you may not immediately see your new report. Try sorting by Name or use the Search box to isolate your new report.

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Custom Report data will display in columns. Click on the Export to CSV button to export to a CSV file format. Your report data will display in columns. Click on Export to CSV.
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You'll notice a pop up alert that the export job has been queued. You'll notice a pop up alert that the export job has been queued.
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To access the CSV export download, click your name in the upper right hand corner. To access the CSV export download, your name in the upper righthand corner.
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Click on My Profile.

Click on My Profile.
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Once on your Profile page, click on the Data Exports sub-tab. Once on your Profile page, Click on the Data Exports sub-tab.
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Locate your Custom Report and click on the down arrow icon to download you CSV file.

The data export list is chronological with the most recent residing at the top.

Locate your Custom Report and click on Download File.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.