Enterprise pattern
Data export
Data export enables consistent reporting and analytics by making case and workflow data available for BI tools.
Reduces manual spreadsheet reporting.
Improves consistency of definitions and metrics.
When to use this pattern
Use this pattern when…
- You need reliable reporting or data warehouse feeds.
Not ideal when…
- You only need ad-hoc views with no analytics.
Example workflows
Concrete journeys that commonly use this pattern:
Weekly performance pack
Export key metrics to BI.
Sectors that use this pattern
Sector examples coming soon.
Hero domains using this pattern
Domain examples coming soon.
How the platform implements this pattern
Case Cloud supports exports aligned to consistent schemas and governance expectations.
Exports for BI
Feed Power BI/Tableau with clean data.
- Export datasets
- Consistent schemas
- Scheduled reporting support
Role-based benefits
Why each role should care about this pattern:
Role-based benefits coming soon.
Configuration & extensibility
Control access and definitions to keep reporting consistent.
Governance controls that keep things safe
- Access controls
- Schema governance
- Audit logs
Case studies
Case studies for this pattern coming soon.
Related patterns
Ready to apply the Data export pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.