Export option explained

How to Export Documents and Extraction Results in CSV or XLS

Updated over a week ago

How to Export Documents and Extraction Results

The Export option enables you to export extracted data in CSV format, allowing you to perform data analysis and make informed, data-driven decisions based on the structured information. This user-friendly approach provides a more intuitive way to examine data compared to running GET calls and handling JSON responses.

This feature is available in Veryfi's left navigation menu under the "Export" section.

Running an Export

To run an export, simply navigate to the "Export" section in your left nav menu and click on "Run Export." This will bring up a window where you can set your export criteria.

Setting Criteria

In the export criteria window, you can select the date range, document type, and other filters to customize your export. Once you have set your criteria, click on "Run Export" to generate your export.

πŸ›  Analyzing data in CSV/XLS format is often considered more intuitive and user-friendly compared to running GET calls and handling JSON responses for several reasons:

1. Structured Data: CSV/Excel files present data in a tabular format, making it easier to navigate and analyze compared to unstructured data formats.

2. Formulas and Functions: CSV/XLS include built-in formulas and functions for calculations, data summarization, and trend analysis, streamlining data analysis tasks.

3. Sorting and Filtering: CSV/XLS offer features for sorting and filtering data, helping users quickly organize and view data to identify patterns and trends.

4. PivotTables: PivotTables in CSV/XLS simplify summarizing, analyzing, and visualizing large datasets for valuable insights and report generation.

5. Charts and Graphs: Users can create various charts and graphs in CSV/XLS to visualize data trends effectively.

6. Flexibility: CSV/XLS provide flexibility in data analysis by allowing users to customize workflows and report

Getting your Export

Once Export is completed you will see it in the list of exports


An alternative is to run GET call and receive a JSON file via API.
​More in API Docs

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