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Data export

Data export allows data to be extracted from the system into external files.

Exports are generated on demand and always reflect the current state of the data at the moment the export runs.

Exports are read-only and never modify system data.

What can be exported

Each export is based on a single source table.

An export may include:

  • columns from the source table
  • columns from related tables
  • filtered subsets of rows

Relations follow the system’s data model, which makes it possible to include information stored in other tables.

For example, an export based on a Person table could also include the company name from a related Company table.

All exported data is subject to read rules, meaning users can only export rows they are allowed to see.

Output formats

Exports can be generated in the following formats:

  • CSV
  • Excel

Format characteristics:

  • column order follows the export definition
  • values from related tables are flattened into columns
  • empty values appear as empty cells

Each file represents a point-in-time snapshot of the data.

Execution behavior

Exports are evaluated when the request is executed.

This means:

  • the export reflects the current state of the data
  • changes made before running the export will be included
  • concurrent writes may occur while the export runs

Exports do not lock the system and do not block other operations.

Access scope

Exports follow the same permission rules as the rest of the system.

  • read rules determine which rows are visible
  • related data is filtered using the same rules
  • export results depend on the requesting user’s access rights

How-to

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