This article is relevant for Portal Administrators.
The data from many tables in the Trella Health Solutions can be exported and downloaded to an Excel Spreadsheet. Your users will be able to download the data in a table if there is an export button at the top of any table: (two possible colors - see screenshots).
If a user does not see one of these export buttons, either that table is not available for export or the user does not have the necessary export permissions. For that user to gain permission for export, they will need to have their export role changed in their user account in Administrative Tools.
A company's Account Administrator is able to add (or change) export capability in a user's account.
When a user is granted export capabilities and before they are able to export data, they will be required to agree to the data use agreement at their next login.
User Account Roles that grant Exporting
There are three possible export Roles:
Standard user - No export Role: No Export capabilities
Basic Exports - Allows the user to export data from tables on the detail pages and market share pages.
All Exports - Allows the user to export data from all tables. This adds the tables on the Main Pages.
When Adding a new user or changing a user's export roles, the choices look like this:
For more insights into which pages are which, see Basic Navigation.
Adding or Changing the Export Roles
For instructions on how to add or update users, see Adding, Updating, and Inactivating User Accounts.