---
title: Example: Working with the Export Data Action (CAD)
slug: neurons-for-itsm/admin-user-help/enu/latest/example-working-with-the-export-data-action-cad
createdAt: 2026-07-14T19:16:49.146Z
---

- [Before Creating an Export Data Action](docId\:Kr8jBLOErFnV1Zc5SPPdo)
- [Creating an Export Data Action](docId\:Kr8jBLOErFnV1Zc5SPPdo)
- [Running the Export Data Action](docId\:Kr8jBLOErFnV1Zc5SPPdo)

### Before Creating an Export Data Action

You can create an action that exports either an ad-hoc or a scheduled report.

See [Export Data Action](docId\:qjQzn1pfUZ-aZjOOZ3sFH).

1. Create an export data connection from the Data Integration Wizard by following the process in [Exporting Data](docId\:FEHFWxnttuwbfv1dXs4rF). For this example, create a connection that creates a file by selecting **Shared Folder**. (File share is only available for on-premise deployments.)

*Data Integration Wizard*

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2. Create a report template and upload it.
3. Create a table report that includes the fields to use. See [Creating Reports and Report Templates](docId\:nbwTfJmFn9gMaqcwuo6Sm).

:::hint{type="info"}
To include multiple records in the report, the primary key field should be **RecID**.

If you intend to re-import the data, ensure that you include a unique identifier field for each record (such as **RecID**). Otherwise, the imported data does not match the correct records.

Ensure that **Can run from Export Data action** is checked. (Go to the **Report** workspace, and click the **edit** icon next to a report.)
:::

### Creating an Export Data Action

1. From the Configuration console, click **Build > Automation Tools > Quick Actions** to open the **Actions Manager** workspace. The list of business objects that have actions appears.
2. Click **Add/Edit** for the **Incident** business object. The Actions Center appears.
3. Click the **Create New Actions** tab.
4. Choose **Export Data**. The **Export Data** action appears.
5. For this example, enter the following information into the fields.

*Export Data Action*

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| Field                        | Description                                                                                                |
| ---------------------------- | ---------------------------------------------------------------------------------------------------------- |
| Enter action name            | A unique name for the action. In this example, use **Run Data Export**.                                    |
| Enter action description     | Optional. A description of what the action does.                                                           |
| Enter category               | Optional. The category. Select from the drop-down list.                                                    |
| Report Name                  | The report that you created above. Select from the drop-down list.                                         |
| Can run for multiple records | Allows the action to be run against multiple records.                                                      |
| Connection                   | The connection. Select from the drop-down list.                                                            |
| Schedule                     | Optional. The schedule for the action so that it runs at a scheduled time, such as within a workflow.      |
| Report Parameters            | Parameters appear according to the chosen report. In this example, under **Source Value**, enter **Main**. |
| Export Format                | The export format. Select from the drop-down list. In this example, choose **Comma Separated Values**.     |
| Field Delimiter              | A field delimiter. Enter one or select from the drop-down list. In this example, choose **Comma**.         |
| Record Delimiter             | A delimiter for each record. In this example, enter '**#####**'.                                           |
| Qualifier                    | Leave this field blank.                                                                                    |

6. Click **Save**.

:::Paragraph{indent="1"}
The **Run Data Export** action now appears under the Action Menu.
:::

### Running the Export Data Action

1. Log in to Neurons for ITSM.
2. Open the **Incident** workspace.
3. Select one or more records (CTRL + click) from the list. (You can only export multiple records if you have checked **Can run from Export Data Action** on the **Report Parameters** page. See [Creating Reports and Report Templates](docId\:nbwTfJmFn9gMaqcwuo6Sm).)
4. From the Action Menu, choose **No Category **>** Run Export Data**.

*Export Data Action*

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:::Paragraph{indent="1"}
The report runs and is saved to your local drive.
:::