Export Accounts

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The Export Accounts feature allows you to download account data from DebtRecoup in a structured format. With customizable column selection, data masking options, and template support, you can create exports tailored to your specific needs while protecting sensitive information.

Overview

Account export enables you to extract account data for external use, such as:

• Sharing data with clients or vendors
• Creating custom reports
• Migrating data to other systems
• Backup and archival purposes
• Compliance and audit requirements

The export dialog provides granular control over which columns to include and whether sensitive data should be masked for privacy protection.

Key Benefits

• Customizable Columns - Select exactly which data fields to include in your export
• Data Masking - Protect personally identifiable information (PII) with per-column masking
• Template Support - Save and reuse export configurations for consistent reporting
• Bulk Export - Export large numbers of accounts based on your current filter or selection
• Searchable Columns - Quickly find specific columns using the built-in search
• Browser Download - Files download directly to your browser without additional steps

Understanding the Interface

Export Dialog Components

When you open the Export Accounts dialog, you will see several key sections:

Section	Description
Header	Shows the number of accounts to be exported
Template	Dropdown to select a saved export template
Format	Radio buttons to choose output format (CSV or Excel)
Header/Columns	Data table listing all available columns for export
Column Search	Search field to filter the column list
Actions	Cancel and Export buttons

Column Selection Table

The column table displays:

• Checkbox - Select or deselect columns for export
• Column - The name of the data field
• Mask Data? - Toggle to mask sensitive data in that column

Using This Feature

Accessing Account Export

1. Navigate to your account list
2. Apply any filters to select the accounts you want to export
3. Select specific accounts or work with the filtered results
4. Click the Export button in the toolbar

Selecting Columns

1. In the export dialog, review the available columns
2. Use the search field to find specific columns by name
3. Click the checkbox next to each column you want to include
4. To select all columns, use the header checkbox
5. To deselect all, click the header checkbox again

Column Search

When exporting accounts with many custom fields, use the search box to quickly locate the columns you need. The search filters the column list in real time.

Choosing Export Format

Select your preferred output format:

• CSV - Comma-separated values, compatible with all spreadsheet applications
• Excel - Native Excel format (coming soon)

Format Availability

CSV export is currently available. Excel format support is planned for a future release.

Using Templates

Templates allow you to save export configurations for repeated use:

1. Click the Template dropdown
2. Select a previously saved template
3. The template loads its saved settings:
   • Selected columns
   • Export format
   • Masking preferences

Save as Template

The ability to save your current configuration as a new template is coming soon. Currently, templates must be created by an administrator.

Exporting Your Data

1. Configure your columns and masking preferences
2. Click the Export button
3. The system processes your request
4. For small exports, the file downloads immediately
5. For large exports, processing occurs in the background and you will be notified when complete
6. The file saves to your browser's default download location as data.csv

Data Masking

Data masking protects sensitive information by replacing actual values with obscured versions in the export file. This is essential when sharing data with external parties or for compliance purposes.

How Masking Works

When masking is enabled for a column:

• Sensitive data is replaced with masked characters
• The structure of the data is preserved
• The export remains usable for analysis without exposing PII

When to Use Masking

Enable masking for columns containing:

• Social Security Numbers
• Full account numbers
• Phone numbers
• Email addresses
• Full names (when sharing externally)
• Bank account information
• Credit card numbers

Per-Column Control

Each column has its own masking toggle:

1. Find the column in the table
2. In the Mask Data? column, click Yes or No
3. The setting applies only to that specific column

Compliance Consideration

When exporting data for external parties, always review your masking settings to ensure compliance with privacy regulations such as GLBA, FDCPA, and state privacy laws.

Export Templates

Templates streamline the export process by saving your preferred configurations.

Template Contents

A template stores:

• Selected columns
• Export format (CSV/Excel)
• Masking preferences for each column

Using Templates Effectively

• Create templates for recurring export needs (monthly client reports, compliance audits)
• Use different templates for internal versus external recipients
• Name templates descriptively (e.g., "Client Monthly Report - Masked" or "Full Data Backup")

Template Selection

1. Open the export dialog
2. Click the Template dropdown
3. Select from available templates
4. All settings load automatically
5. Make any adjustments as needed
6. Proceed with export

Best Practices

Before Exporting

1. Apply Filters First - Narrow down to the exact accounts needed before opening the export dialog
2. Review Account Count - Verify the number in the dialog header matches your expectations
3. Check Masking Needs - Consider who will receive the export and what data they need

Selecting Columns

1. Include Only What's Needed - Smaller exports are faster and easier to work with
2. Use Search - Find columns quickly rather than scrolling through long lists
3. Consider Templates - If you'll repeat this export, note your settings for future template creation

Security Considerations

1. Mask PII by Default - When in doubt, mask sensitive columns
2. Verify Recipients - Ensure the export destination is appropriate for the data sensitivity
3. Secure Storage - Store exported files in secure, access-controlled locations
4. Delete After Use - Remove export files when no longer needed

Large Exports

1. Export During Off-Peak Hours - Large exports process more efficiently during low-usage periods
2. Be Patient - Large exports run in the background; you will be notified when complete
3. Verify Completeness - After download, spot-check that all expected records are present

Troubleshooting

Export Not Starting

• Verify you have selected at least one column
• Check that accounts are selected or filtered
• Ensure you have permission to export accounts

File Download Issues

• Check your browser's download settings
• Verify pop-up blockers are not preventing the download
• Try a different browser if issues persist

Missing Data in Export

• Confirm the column was selected in the export dialog
• Check if masking was accidentally enabled
• Verify the source accounts contain data in those fields

Related Topics

• Manage Accounts - Working with account data
• Import Accounts - Importing account data
• Bulk Operations - Mass account updates
• Custom Fields - Setting up custom data fields