The Export Engine allows users to generate a list of objects within CBA, based on various criteria. There are two basic steps to working with the Export Engine:
Selecting the type of list.
Adding criteria to filter that list.
Export lists can be saved and loaded for later access. When a list is saved, only the list type and criteria are saved. Because Export lists are based on the live data within CBA, a list can vary each time it is loaded. For example, a list of Occupational Accident coverages could increase or decrease if coverage has been added or inactivated.
Export lists can be downloaded into an Excel spreadsheet by clicking the 
icon in the bottom right of the Export page.
CBA allows users to work through a list without leaving the Export page. The Work List feature provides both an Individual view and a List view.
How to Work a List
Below are some common tasks that can be accomplished using Export.
Create a personal to do list using a list of Reminders
Users can pull a list of all Reminders of a certain category that are currently assigned to them.
Select a list of Reminders
Select the Reminder, Assigned User's Username, and is criteria, and select your username.
Select the Reminder, Category, and is criteria, and select a category.
Pull a list of active Coverage
Users can pull a list of a specific type of Coverage that is active on a certain date.
Select a list of Coverage
Use the Product, Product Type, and is criteria to select a product type. Alternatively, you can use the Product, Product Description criteria to select the type of Coverage based on the product description.
Use the Coverage, Is Active, and active on criteria to select a date. You can enter a specific date in the date field, or you can enter today to include all Coverage active on the current date.
Additional criteria may be applied to a list of Coverage, such as criteria that filter by a certain Motor Carrier and/or Contractor.
Pull a List of Drivers licensed in a certain state
Pull a list of pending Coverage Applications
