Exporting Data
Overview
You can create exports to extract data from ResidencyCAS and share them with other users or import them into other systems. ResidencyCAS comes with a set of preconfigured file exports – including export templates for use with New Innovations and MedHub and the Resume PDF – but you can also configure your own export templates.
Generating Exports
Generating Exports for Applications in Batch
- To generate an export file for one or more applications, navigate to the applications grid.
- Use the checkboxes to select the desired applications.
- Click Export.
- From the menu, select the export you would like to generate. Click Download to produce the file.
- Wait for the file to finish generating and click the link to download it immediately, or close the Processing Request window and go to the Activity page to download it later.
Generating Exports for Individual Applications
- To generate an export file for an individual application, go to your desired application record.
- Using the More Options menu (three dots), click Export.
- From the menu, select the export you would like to generate. Click Download to produce the file.
Creating a New Export Template
For more control over what’s exported, you can create an export template and customize it to include the specific data you need.
- From the Settings menu, open the Import/Export section, then select Exports.
- Click the + icon to create a new export.
- Select your export type. The most commonly used export types are:
- Tabular/Spreadsheet, which allows you to select individual pieces of the application you would like exported.
- PDF, which allows you to customize or omit sections of the application.
- JSON and File export types are available for more advanced export configurations.
- Enter a name for the export file.
- If applicable, enable the Shared option so that other ResidencyCAS users can run this export.
- For Tabular/Spreadsheet, in the Columns section, click or drag and drop the fields you want to include in your export. For PDF, in the Contents section, select which sections of the PDF to include.
- Under the Schedule section, click the + icon to add a schedule. You can set the frequency, add filters, and select the delivery method as needed.
- Click Create Export to save your template.
- After configuring your export template, you can generate the export as described above.
Exporting the Resume PDF
To export applicants' resumes from the Program Portal, create a batch export and select the Resume PDF option. The following sections are included in the export:
- Contact Information
- Education
- Work Experience
- Research Experience
- Awards
- Presentations and Publications
- Hobbies
