Compyle Export Filters Release Webinar Video- February 2025

Export filters, Download standard notes, Search by Record ID, and Simplified Update by Import

Upgrade Webinar Summary ^{AI assisted}

• New filter options when running data exports, including list filters and date filters, to allow users to extract only the data they need.
• Indicators to show when an exported file has been filtered.
•  Improvements to the notes tab, including the ability to download standard notes and custom note forms.
• Changes to the import/update process, allowing users to only include the fields that are changing rather than the entire participant/organization record.
• Other assorted improvements, such as more flexible fiscal year tracking, import file validation, and the ability for administrators to update the instance owner.