Exporting Your Data and Reports

There are **several ways** to export your data from the platform. You can export *individual reports* or bulk export ***all your data*** at once.

To export a single report:

1. Navigate to the Reports section 
2. *Select* the report you want

Click the **export button** in the top right corner. You'll see options for CSV, Excel, and PDF formats. ***CSV*** is the most common format and works with most tools, while **Excel** preserves *formatting* and PDF is good for sharing.

**For bulk exports**, go to Settings and then *Data Management*.

You should click on "Export Data" and then:

Choose which ***data types*** to include - you can select users, projects, tasks, or comments Select your **date range** *We recommend* using the default settings unless you have specific requirements

3. Click Start Export

The export will be ***prepared*** in the background and you'll receive an email when it's ready. Depending on how much data you have this could take anywhere from a *few minutes* to **several hours**.

Scheduled exports can be configured to run automatically. Navigate to the same Data Management section and look for **Scheduled Exports**.

1. Click New Schedule 2. You'll need to specify the frequency (daily, weekly, monthly) 3. And the time it should run 4. Plus the destination email address

Then choose your export format. *Remember* that scheduled exports only support **CSV and Excel**, not PDF.

**IMPORTANT**: Make sure you have enough storage space before exporting large datasets.

If your export fails, *check the notifications area* for error messages. Common issues include:

- insufficient permissions - The date range is too large - ***file size exceeds limits*** - or network connectivity problems

To **download** your completed export you can go to the Downloads page or click the link in the email notification ***or*** access it from the Recent Exports list in Data Management.

Custom exports with filtered data: first apply your filters in the main view, *then* click export, and the filters will be preserved in the export file.

5. Review the export preview 6. Confirm the export

For ***API-based exports*** see our developer documentation at https://docs.yourcompany.com/api

*Note*: Exports are retained for **30 days** after creation and then automatically deleted.