Allow Export filtering by Ratings Category

Currently, within Export, filtering (selecting criteria) for Ratings information through the RE:Search module is only possible by the Ratings' Source. It would be helpful to be able to filter the output by the Ratings' Category.

This will help by allowing the system to export specific information and reduce edits that currently need to outside of RE.

For example, with the data in our system, if we want to see one specific rating category, we have to filter by the source, and then delete up to three columns of unneeded information from the output in excel. Every time we have pulled data this way, the exported ratings do not appear in the same order from row to row, so the cleanup is a time-consuming problem, wrought with potential errors.

This also causes issues when importing or adding new ratings. Keeping in mind the restrictions in criteria when Exporting this data, we have to manually adjust the source to make it useful for the filtering process. This means more unnecessary data manipulation.

  • Guest
  • Dec 13 2016
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  • Guest commented
    May 16, 2018 13:21

    It would be very helpful to allow exporting by rating category. Thank you.

  • Julie Hiland commented
    April 18, 2018 18:03

    See also RE7-I-65 titled "ratings", which currently has 93 votes and the following descriptions:

     

    To export specific ratings rather than all ratings of a certain source or a specified number of ratings in hierarchical order, add one more level below the source in the export module. This would eliminate the one-to-many issue in exporting ratings found on the Prospect tab.