Actionstep has a lot of reporting functions built into it - from Standard Reports which are run in Actionstep, to Custom List Views which collect information from different parts of Actionstep for export. There are, however, times you might want to build your own custom reports and dashboards based on the data stored in Actionstep. For these situations, Actionstep offers an External Custom Reporting option.
External Custom Reporting can be complex to set up. You will likely need the help of an IT consultant or Actionstep Consultant. Please contact support@actionstep.com, or talk to your Actionstep Consultant for more information on setup and pricing.
How it works
Actionstep can provide you with a simplified schema containing views of the data that would be most useful for business intelligence purposes.
The simplified schema and data can be securely downloaded as a SQL file in either SQL-Server or PostgreSQL formats. These files can be run against local or hosted database servers managed by the client, or their Actionstep certified consultant.
The service needs to be activated by a user with account authority. You would need to specify your preferred format (SQL-Server or PostgreSQL). Actionstep will then provide you with instructions on how to securely download the file. The file will be refreshed every 24 hours with new data.
Once downloaded you (or your certified consultant) can refresh the local copy of the data by importing the file (using T-SQL for SQL-Server, or psql for PostgreSQL). The file will automatically drop and recreate any required database tables.
