SAR requests & clixifix®

If you require Resident data following a Subject Access Request (SAR), you are able to pull this data from clixifix®

There are two different ways of extracting this information, depending on your requirements.

Bespoke Report

Step 1: Navigate to: Reports > Other > Bespoke Reports

This Report has a filter to enable you to pull out data by Scheme and Plot. Further filters can be selected for Defect categories, Status, Priorities etc. 

Unfortunately, Comments (apart from the Latest activity) and Discussions are not provided within this report. 

The Report can be exported to Excel and/or as a PDF and once generated, an email will be sent to you. If you have Administrator rights, you can also view all Reports run on the day from 'Today's Reports' within the Admin menu.

The best solution to capture any Comments or Discussions for a Bespoke Report is to copy the Comments or Discussions at the Defect ticket level directly by using the snipping tool or print screen facility on your computer/device. You can then paste this into your chosen application to review and save e.g. Microsoft Word.

Data Export

Please note: only an Account Administrator can action this

This will pull all the current live data sitting in the clixifix® Account, which, unlike the Bespoke Report, will provide all of the Comments and Discussions on Defect tickets.

Step 1: Navigate to: Admin > Export Data > 'Click here to export your data' 

Step 2: Please CLICK HERE to find out more about the Data Export feature

As this is pulling together all the live data on the account, you may need to allow up to 24 hours from clixifix® receiving the data export request to produce a link to you via email for this data.