Data Export & Sharing
Multiple export formats with report generation, data visualization export, and secure sharing capabilities
Feature Overview
Instructions
7
Step-by-step guide
Available To
3
User roles
API Endpoints
0
Available endpoints
Step-by-Step Instructions
Select Data
Navigate to the report or data you want to export.
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- Data selection
- Filter options
- Preview functionality
Choose Format
Click the export icon and select your preferred format.
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- Multiple formats
- Format optimization
- Quality settings
Configure Options
Set export parameters (columns, filters, etc.).
- Column selection
- Data filtering
- Formatting options
Generate Export
Create the export file for download.
- Processing queue
- Progress tracking
- Error handling
Share Reports
Use the share button to generate shareable links.
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- Secure links
- Access controls
- Expiration dates
Set Permissions
Define who can access shared reports.
- Permission levels
- User groups
- Access logging
Schedule Exports
Set up automatic exports on a recurring schedule.
- Automated scheduling
- Email delivery
- Storage management
Role Access
This feature is available to the following user roles:
Super Administrator
Level 6
Administrator
Level 4
Auditor
Level 3
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