How to Use WPS Data Management on macOS

Use WPS Data Management on Mac with 4 how-to topics, including 4 free topics and 0 membership-related topics; use the index below to jump to the task you need.

How-to Index

How-to Guide

1. Open the Data Management page

Entry path: Workbench → Light Approval → Admin Console → Data Management

1. Click Workbench in the left navigation pane.
2. Find and open Light Approval in the app list.
3. Click Admin Console at the top of the Light Approval page.
4. Click Data Management in the left navigation panel.
5. Confirm that the page shows the Data Management, Export History, and Batch Export tabs.

Success Criteria

• Interface result: The page shows the Data Management navigation and the three tabs at the top.
• What you can do next: You can switch to Data Management, Export History, or Batch Export.

Tips While Using

• Sign in with an account that can access Light Approval first.
• If the Admin Console entry is not visible, check your current account permissions.

2. Review approval data

Entry path: Light Approval Admin Console → Data Management → Data Management

1. Click the Data Management tab at the top of the page.
2. Find the Template Name filter at the top.
3. Search for or select the approval template that you want to review.
4. Review fields such as approval number, approval status, created time, current approver, action, and approval name.
5. If no filter is set, the page shows a message asking you to configure filter conditions first. Select a template and review the matching records.

Success Criteria

• Interface result: The list area shows approval records for the selected template.
• What you can do next: You can continue filtering templates or move to the next related action.

Tips While Using

• Data is displayed by template, so different templates need separate filtering.
• Approval data does not appear until a filter condition is configured.

3. Check export history

Entry path: Light Approval Admin Console → Data Management → Export History

1. Click the Export History tab at the top of the page.
2. Review the retention notice shown near the top of the page.
3. Check fields such as File Name, Export Status, Created Time, Operator, and Action.
4. If a file is available, use the provided action to download the export result.
5. If there is no record yet, the page shows No data.

Success Criteria

• Interface result: You can see the export task list or a no-data message.
• What you can do next: You can download a finished file or go back and create another export task.

Tips While Using

• Export history is kept for the last 180 days only.
• Download important files within the retention period if you need long-term storage.

4. Export approval data in batches

Entry path: Light Approval Admin Console → Data Management → Batch Export

1. Click the Batch Export tab on the Data Management page.
2. Select the export conditions shown on the page.
3. Choose the template scope that you want to export.
4. Confirm the settings and create the export task.
5. After the export is complete, switch to Export History to review and download the file.

Success Criteria

• Interface result: The export task is created and appears in Export History.
• What you can do next: You can download the exported file after the task is complete.

Tips While Using

• Check the template scope and export conditions before starting the task.
• Download the finished file within the retention period.