Export History – Help Center

1. Export History Introduction

This guide provides a comprehensive overview of the system's export functionality.

The Export History feature helps users track and manage their exported reports easily. Reports are stored in the Export History section, so you don't need to regenerate them.

The Export History section plays a crucial role in tracking previously downloaded files. It displays key details, including the file name, the time of download, and the expiration period for each export. Users can also access and view the exported files directly from this section. By utilizing features like the Refresh button, financial professionals can ensure they are working with the most up-to-date records.

When you export a report or dataset, it includes important details, such as:

Filename: This helps you find the report quickly.
Created Time: This shows when the export was completed.
Expiry Time: This tells you how long the file will be available for download before it is removed.

With this feature, users can access exported data directly and always have the latest reports ready. Files stay available until their expiry time, giving you enough time to download them.

Using Export History allows users to keep an organized record of reports, avoid exporting the same reports multiple times, and follow data retention policies.

Go to Administration
Click on Data
Click on Export History under Data Action

2. Export History Overview:

Export Functionality: The Export History feature allows users to manage and track exported files efficiently. Each exported file is recorded with essential details, enabling users to review and access their data without reinitiating the export process. Exporting data allows users to select specific records (e.g., customers, invoices) and download them in formats such as JSON or Excel. The exported files then appear in the "Export History" section.

1. Users select the required records.
2. They initiate the export by clicking the "Download Selected" button.
3. The system processes the request and generates the downloadable file.
4. The exported files are stored in the Export History section for access and tracking.

Refresh: The "Refresh" button updates the list of exportable records. Clicking this button fetches the latest data and reflects any changes made to the system, ensuring that users always work with the most up-to-date information.

In the above image, two invoices have been exported successfully which means:

The user selected two invoices for export.
The system processed the request.
The exported invoice data is now available for download in the Export History section.

File Details & Metadata
- Each exported file is assigned a filename that helps users identify its contents.
- The timestamp indicates when the export process was successfully completed.
- An expiry time is provided, specifying how long the file will remain available for download before it is automatically removed.
File Accessibility
- Users can directly view and review exported data from this section without needing to generate a new export.
- Files remain accessible until their expiry time, ensuring users have sufficient time to retrieve their data.
Download & Removal
- The system automatically removes files once they reach their expiry time, optimizing storage management.
- Users can download the file at any time before expiry for local storage.