The Data Export tool allows users to view all reports coming from an organization, including scheduled recurring reports and one-off exports.

This tool is useful for tracking, downloading, or canceling reports from an organization.

Head to the Utilities tab and select the Data Exports subtab.

Here, you can view a history of all your organization's exports, including when the report was downloaded, who initiated the download, the type of report, the status, and the number of files included.

An export will have one of the following as its status:

If you click the plus button next to Records, you will view a more detailed breakdown of the export. This will let you know which specific file, the frequency of this report, and which email address requested it.

If you'd like to download a report to your browser instead of receiving it via email, you can click the Download Ready button. This will download the report straight to your browser.

The export copy will be available for 24 hours from the initial time it was downloaded and will not be available after that.

If you mistakenly requested a report and no longer need it to be delivered, you can cancel it under the report details.

Select the cancel button in the details to prevent the report from being delivered to your inbox.

Once selected, a confirmation like this will appear!

Questions?
​
If you have questions or are unsure about any of these steps, please contact our support team by clicking the red chat box at the bottom right corner of your screen.