There are two areas in Pattern where you can generate profile exports: from the Profile page and Case Home. You can also create custom export configurations.
Export from Profile
Exporting from the Profile page will generate a standardized export in PDF form with completed profile questions and answers. To export review content, click the Export button found on the bottom left of the Profile page. For more information on profile export, see the full Profile article.
Profile Export
After clicking the plus sign, you will have the option to select which Export configuration to apply to the export (the default configuration is Standard), as well as the option to Encrypt your export via a checkbox. Click "Export" in the bottom right of the menu.
Case Export Modal
Export from Case Home
You can also export profile data from the Case Home page. Simply click the plus sign found in the Exports section of Case Home. Any previously generated exports will appear here in a list with a date and time stamp so anyone else can download the same version of previously generated exports.
Case Home Exports
Bulk Generate Export from Case Table
If you'd like to generate exports for multiple cases at the same time, you can do this from the case table. Simply select the cases for which you'd like to generate exports and click the Generate Exports button.
Case Table Generate Exports Button
Case Table Generate Export modal
Configure Case Profile Export
Admin users can create and name a specific configuration for a profile export for your future needs! Easily adjust how you want your exports to look and which Profile elements to include.
Click play to watch the video walkthrough, or continue down below for the text guide.
- Go to the Management section on the bottom right of the Case Home page.
- Determine how to visualize the export, either in table or form layout.
- Choose any specific cells and/or notes to exclude.
- Check the Export Preview to see how your configuration adjustments will impact the final Export
- Once complete, enter any case name or case ID in the search box provided.
- Name your configuration using the provided area, and click Save.
- Once saved, your configuration will show up in the dropdown list of Configs found in the Case Home export steps noted above.
Configure Case Profile Export button in the Management area of Case Home
Configure Case Profile Export Page