You can request an export of your organization's data at any time.

Requesting an export

An administrator starts an export from the settings area. Choose the date range and the records you need, then submit the request. Larger exports take longer to prepare, since every record is checked against your organization's data before it is packaged.

Downloading the export

Once the export is ready, you will see it listed with a download link. Downloads are limited to users with the right permissions, and every download is logged, matching how every other access to your data is recorded.

What is included

An export contains the records you selected in a structured format suited to spreadsheets and other systems. It never includes data belonging to another organization.

Data residency and retention

Your data is stored on HIPAA-eligible cloud infrastructure, with a BAA signed per customer. Retention follows the schedule agreed with your organization; ask your administrator if you are unsure how long records are kept before archiving.

If you need help choosing what to export, contact your administrator.