Efficient data extraction is only part of the auditing and accounting workflow; the ability to export and utilize this data effectively is equally crucial. Audit Quicker Cloud facilitates this by providing a seamless process for exporting data following a template-based or AI extraction. This guide delves into the Export Data page functionalities and the options available for exporting extracted data, ensuring a smooth transition from data extraction to analysis and reporting.
Navigating to the Export Data Page
After completing a bulk extraction using a template or leveraging the AI extract feature, users are directed to the Export Data page. This page is integral to the data export process, offering a comprehensive preview of the extracted data and various export options to accommodate different user needs and workflows.
Previewing Extracted Data
The Export Data page features an interactive preview of the extracted data. This preview allows users to review and verify the accuracy and completeness of the data before exporting, ensuring that it meets their requirements and expectations. Users can scroll through the data, check for any discrepancies, and confirm that all relevant information has been captured correctly.
Export Options
Audit Quicker Cloud offers three distinct options for exporting extracted data, catering to various use cases and preferences:
- Copy to Clipboard
- Functionality: This option allows users to copy the extracted data directly to their clipboard, enabling easy pasting into other applications or documents.
- Use Case: Ideal for quick data transfers or when needing to insert extracted data into reports, emails, or other documents that are not necessarily spreadsheet-based.
- Download CSV
- Functionality: Users can download the extracted data as a CSV (Comma-Separated Values) file. CSV is a widely supported format compatible with numerous data analysis, spreadsheet, and database software.
- Use Case: Best suited for situations where the data needs to be shared, stored, or analyzed in applications that support CSV import, offering flexibility outside of the Excel ecosystem.
- Export to Excel
- Functionality: This option facilitates the direct export of extracted data into an Excel spreadsheet. It's important to note that this feature is available exclusively when using Audit Quicker Cloud via the Excel Add-in.
- Use Case: Perfect for users who perform their data analysis and reporting within Excel. It provides a seamless workflow for integrating extracted data into existing spreadsheets, templates, or models.
Best Practices for Exporting Data
- Review Before Exporting: Always take the time to review the data preview on the Export Data page to ensure accuracy and completeness before exporting.
- Choose the Right Format: Consider your workflow and the intended use of the data when selecting an export option. Each format has its advantages and is suited to different tasks.
- Integrate with Existing Workflows: When exporting to Excel, consider how the extracted data fits into your existing spreadsheets or analysis models. Plan for any necessary data transformation or integration steps.
- Data Security: Be mindful of data security, especially when exporting sensitive or confidential information. Ensure that the exported data is stored and shared in compliance with relevant data protection regulations and organizational policies.
The ability to efficiently export data after a bulk or AI extraction in Audit Quicker Cloud enhances the auditing and accounting workflows by ensuring that extracted data can be easily reviewed, verified, and utilized in subsequent analysis and reporting stages. By offering versatile export options, Audit Quicker Cloud accommodates a broad range of user needs, from quick data transfers with the Copy to Clipboard function to more structured data analysis and reporting through CSV and Excel exports. Familiarizing oneself with these export functionalities and adopting best practices ensures that professionals can leverage the full potential of extracted data, driving more informed decisions and insightful audit outcomes.