Hi Mark

The way to extract records from Indicia is to run a report. Reports, being an SQL query in effect, can be written to extract any of the information in the database to which you have permission. Once a report has been written the output can be viewed on the Warehouse, on your own website, or downloaded as a csv file.

At present, only warehouse administrators can add reports, but there are some general purpose reports available to all.

What you should do, knowing you have used the iForm module in Drupal, is to create a new web page on your site for reporting as follows:

Create Content > Indicia Pages
In Form Selection choose the Reporting category and select the Report Grid form. (more details...)
Click Load Settings.
In the Report Settings section, set the Report Name by selecting Survey Details from the list.
Click the Save button.

You then have a page where you can set some report parameters and then click Run Report.
- The fist choice is to select the survey for which you want a report.
- The second, called Vague Date Processing, will determine the way the date is output. With processing disabled a start date, end date and date type are output. With it enabled you will see a single date field which is what you will probably want.
- Third choice is download. This does not determine whether you can download the report output, which you always can, but it sets a flag on the occurrence to mark whether it is
    - not dowloaded,
    - had an initial download or
    - had a final download.

Once you have run the report with final download, those records are no longer included in future initial or final reports. To actually download a report, click the Download This Report link in the bottom right corner of the table.

So, as a word of advice, leave the download option set to No unless you have a plan in place for managing your data outside of Indicia. Also think about having restrictive permissions to this report.

Jim Bacon.