To create and review export requests in Data Import/Export > Export Requests, follow these steps:
- Create a New Export Request
- Name the request (e.g., "9902 10/1/20-9/30/21")
- Enter your email address
- Select the export date (date of request)
- Choose the plug-in (options vary based on agency setup)
- Set the start and end dates for the reporting period
- Select one or more programs from the dropdown (varies by plug-in)
- Choose items under reports to include (varies by plug-in)
- Specific Plug-in Instructions
- HUD: Mark the 9902 report and XML format for submission review. XML is required but difficult to read.
- Other Plug-ins (CSBG, HMIS, PIR, Neighbor Works, OAAPS): Follow similar selection steps, ensuring all necessary reports are included.
- Processing & Reviewing Export Requests
- Requests run overnight. Return the next day to review.
- Click the triangle next to the report name to expand details.
- Use View Details to check requested information.
- For HUD: Review in HTML format (easier to read). If verified, submit the report.
- Handling Errors & Re-Submitting
- If errors are found, correct the data and copy the request using the copy button.
- The new request will pre-fill with previous details.
- Submit and review the new request the following day.