Exporting your records

Exporting your records is a great way to review your data and create more in-depth reports based on your organization's needs. Most of the table or team views include an export option.

Exporting records with less than 100 records

For exports with less than 100 records, your export will download automatically. Please ensure that your browser's pop-up blocker is disabled.

Exporting records with more than 100 records

Exports with more than 100 records can take some time to run. You will see a message to let you know that we are running the export so that you can continue using the application while we prepare your records.

Once the export is available, you will also receive an email notification to alert you that your export is ready. You can also view your export in the Message Center. This message includes a link to download the export. Often reports are available in the Message Center, before an email notification that the report is ready. Please check here first if you have not yet received an email!