Integrations · Data out

Every table, in CSV or Excel

No. Exports read saved observations and use no checks.

Move observations into a spreadsheet, a weekly report or a brief for legal, with the same numbers you see on screen.

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What it does

An Export table menu in the upper-right corner of every data table, with CSV and Excel.
Exports keep your filters and date range, so the file matches the screen.
Charts have their own menu for the data behind them.
The Non-compliant affiliates page offers a report download for each affiliate.

Exports contain only the rows and columns shown. On a paginated table, that is the current page.
Hidden controls, form fields and secrets are never exported.
An export is a copy of observations, not a certified record. For one case, the evidence pack PDF gathers its observations and history.

Which plans include exports?

Every plan includes CSV and Excel exports.

Does exporting use checks?

No. Exports read saved observations and use no checks.

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