Description

This guide will explain how to extract filter data from Discovery Accelerator (DA) in order to obtain specific information, such as the Author field, for a particular case. Extracting this data is useful when you need to analyze or manipulate it outside of DA, such as in an Excel file. This guide provides two methods to extract the filter data: using the DA Reports - Item Detail report and running a SQL query against the Customer database (DB).

Method 1: Using the DA Reports - Item Detail report

1. Open the DA Client
2. Click on the Reports tab.
3. Once the status shows as Connected to report server, click the New button.
4. In the Report Details panel:
   1. Click the drop down arrow for the Type field.
   2. Select the Item Detail report from the list of available reports.
   3. In the Name field, enter a name for the report being generated.
   4. In the Description field, enter a description for the report if needed.  This is an optional field.
5. In the Report Parameters panel:
   1. Click the Add button in the Parameter Values field.
   2. In the Select a case pop-up window:
      1. Use the Find feature or scroll through the list of DA Cases as needed.
      2. Select the DA Case on which the report is to focus.  Note that only 1 DA Case can be selected per report run.
      3. Click the OK button.
6. Click the Apply button to run the report.
7. When the report status shows as ready, click the Preview tab to see the report.
8. Click the Save icon to see a list of file format options to use when saving the report contents.  Those options are:
   1. Word
   2. Excel
   3. PowerPoint
   4. PDF
   5. TIFF file
   6. MHTML (web archive)
   7. CVS (comma delimited)
   8. XML file with report data
   9. Data Feed 
9. Select the file format option desired to see a new pop-up with the options to either Open or Save.
   1. The Save option includes 3 options:
      1. Save
      2. Save as
      3. Save and open
10. Once the report is saved, it can be opened in the application associated with the file format selected and sorted as needed to list the data as needed.

Method 2: Running a SQL query against the Customer DB

1. Use Microsoft SQL Server Management Studio to access the DA Customer DB.

2. Open a New Query window against the DA Customer DB.

3. Run the following SQL query in that New Query window after replacing the [SearchID] and [CaseID] placeholders with the actual values for the specific case and search containing the desired data:

   SELECT Author FROM tblIntDiscoveredItems WHERE SearchID = [SearchID] AND CaseID = [CaseID]

   Note: this query is specifically for the author's information for each message captured by the specified search.  Other column names are available to be used if other data is needed instead of the authors.

4. Execute the query and retrieve the results, which will include only the Author field data for each message captured by the specified search.

5. Export the query results to an Excel file or any other desired format for further analysis or manipulation.

Note: If any further customization or complex queries, it is recommended to work with the SQL Team, as assisting with custom SQL queries falls outside of Support's area of expertise.