Verified First allows users to export report data to keep for their own records. In order to export data, users must have the "Export Data" permission. Only users that have the "Manage Account Settings" permission are permitted to give other users the "Export Data" permission:
Report data cannot be exported until 90 days after the order was placed, this is because orders can be modified up to 90 days after the original order date.
To export data, begin by clicking on the gear icon at the top right corner of the portal:
You will be on the Company Configs tab already, so click the Export Data sub-menu:
You can select/check one or more reports to export at once and then click Export Selected at the bottom right-hand corner of the page:
Alternately, individual reports can be exported by clicking the Initiate Export button next to the preferred record:
After initiating an export, you will be prompted to select what information you would like to export for the download. Options include:
- CSV of Completed Order Data
- PDF of Reports
- Specific Attachments (Disclosures, Authorizations, Electronic Consents)
- All Other Attachments
Once you have requested the export and selected your options, you will be presented with a modal window with the confirmation of the request:
You will then receive an email with a download link:
After you click the download link, you will be taken back to the Verified First portal to confirm you have the necessary permissions to export and view the data and the report will be automatically downloaded in .zip format.
View our Data Retention Policy here.
The information and opinions expressed are for educational purposes only and are based
on current practice, industry related knowledge and business expertise. The information
provided shall not be construed as legal advice, express or implied.
If you have any further questions, or need a product enabled on your account,
please contact Verified First Client Services for assistance.
Call 844-709-2708 or email email@example.com