Export Center

Export your workspace data for external analysis, reporting, and backup.

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Export Types

Data Exports

Format Options

Creating an Export

Step 1: Select Data

1. Go to Analytics > Export Center
2. Choose data type
3. Apply filters:
   • Date range
   • Status
   • Owner
   • Other criteria

Step 2: Choose Format

Select export format based on need:

• CSV for Excel/Google Sheets
• JSON for technical use
• PDF for presentation

Step 3: Configure Options

Step 4: Generate

1. Click Generate Export
2. System processes request
3. Receive notification when ready
4. Download from Export History

Scheduled Exports

Setting Up Automation

Schedule regular exports:

1. Configure export
2. Click Schedule
3. Set frequency:
   • Daily
   • Weekly
   • Monthly
4. Choose delivery:
   • Email
   • Cloud storage (S3, etc.)
   • SFTP
5. Save schedule

Use Cases

Export History

Viewing Past Exports

Access previously generated exports:

1. Go to Export Center > History
2. See list of exports
3. Columns:
   • Export name
   • Date generated
   • Record count
   • Status
   • Download link

Download Expiration

Exports available for:

• 30 days after generation
• Then automatically deleted
• Re-generate if needed

Data Privacy

Security

Exported data:

• Encrypted during transfer
• Secure download links
• Access logged
• Password-protected ZIP (optional)

Compliance

For GDPR/data requests:

• Complete data export available
• Includes all personal data
• Structured, machine-readable
• Fulfills portability requirements

Large Exports

Handling Big Datasets

For large workspaces:

• Exports processed in background
• Email notification when ready
• May take several minutes
• Chunked downloads available

Incremental Exports

Export only new/changed records:

1. Set "Since last export" filter
2. Only records added/modified
3. Faster processing
4. Regular incremental backups

Best Practices

Security

• Download exports promptly
• Store securely
• Delete when no longer needed
• Don't email sensitive data

Regular Exports

• Weekly backup recommended
• Before major changes
• Before data imports
• Quarterly archive

Data Retention

• Align with company policy
• Consider legal requirements
• Secure disposal of old exports
• Audit trail maintenance

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Next Steps

• Reports — Generate formatted reports
• GDPR — Data export for compliance
• API — Programmatic data access