Data Export Options

Export your structured data in multiple formats. CSV, Excel, JSON, and API integration.

CSV (Comma-Separated Values):

• Universal compatibility - Works with all spreadsheet apps
• Lightweight - Smallest file size
• Simple structure - Plain text format
• Best for: Data analysis, importing to other systems

Excel (.xlsx):

• Rich formatting - Colors, fonts, formulas preserved
• Multiple sheets - Organize data by categories
• Charts included - Visual data representation
• Best for: Business reports, presentations

JSON (JavaScript Object Notation):

• API friendly - Perfect for web applications
• Structured data - Nested objects and arrays
• Programming ready - Direct use in code
• Best for: Web development, API integration

XML (Extensible Markup Language):

• Enterprise systems - ERP and CRM integration
• Structured format - Hierarchical data organization
• Schema validation - Data integrity checking
• Best for: Enterprise software, data exchange

Data Processing:

Export Configuration
├── Include headers ✓
├── Remove duplicates ✓
├── Sort by date ✓
├── Calculate totals ✓
├── Add confidence scores ✓
└── Include metadata ✓
 

Quality Control:

• Validation check - Verify data integrity
• Error reporting - List any issues found
• Confidence filtering - Only high-quality data
• Completeness check - Ensure all required fields

Invoice Number,Customer Name,Date,Amount,Status,Confidence
INV-001,Acme Corporation,2024-01-15,$1250.00,Paid,95%
INV-002,Beta Solutions,2024-01-16,$875.50,Pending,92%
INV-003,Gamma Industries,2024-01-17,$2100.00,Paid,98% 

{
  "receipts": [
    {
      "id": "REC-001",
      "merchant": "Office Depot",
      "date": "2024-01-15",
      "amount": 45.99,
      "category": "Office Supplies",
      "items": [
        {"name": "Paper", "quantity": 2, "price": 12.99},
        {"name": "Pens", "quantity": 1, "price": 19.99}
      ],
      "confidence": 0.94
    }
  ]
} 

Sheet 1: Applications

Sheet 2: Summary

Set up automatic exports:

• Daily exports - End of day data dump
• Weekly reports - Summary for management
• Monthly archives - Complete data backup
• Custom schedule - Define your own timing

Schedule Configuration:

Export Schedule
├── Frequency: Weekly ▼
├── Day: Friday ▼
├── Time: 5:00 PM ▼
├── Format: Excel ▼
├── Email to: accounting@company.com
└── Include: Last 7 days data ✓
 

Automatic email reports:

• Recipients - Multiple email addresses
• Subject line - Custom email subjects
• Message body - Include summary statistics
• Attachments - Export files attached

Real-time data access:

// Get latest data via API
fetch('/api/exports/latest', {
  headers: { 'Authorization': 'Bearer your-token' }
})
.then(response => response.json())
.then(data => console.log(data)); 

Webhook notifications:

{
  "event": "export_complete",
  "project_id": "proj_123",
  "export_url": "https://api.example.com/exports/exp_456",
  "record_count": 150,
  "timestamp": "2024-01-15T17:30:00Z"
} 

Create reusable export formats:

Monthly Invoice Report:

Template: "Monthly Invoices"
├── Columns: Customer, Date, Amount, Status
├── Filter: Current month only
├── Sort: By date descending
├── Format: Excel with charts
├── Recipients: accounting@company.com
└── Schedule: First day of month
 

Expense Summary:

Template: "Expense Report"
├── Columns: Date, Merchant, Category, Amount
├── Filter: Last 30 days
├── Group by: Category
├── Include: Totals and averages
├── Format: PDF report
└── Schedule: Weekly on Fridays
 

Add calculated columns:

• Age calculations - Days since invoice date
• Status indicators - Overdue, current, paid
• Category summaries - Totals by type
• Performance metrics - Accuracy scores

Secure export process:

• Encrypted downloads - HTTPS/TLS protection
• Access logging - Track who exports what
• Time-limited URLs - Links expire after 24 hours
• User permissions - Role-based export access

Privacy Controls:

• Data anonymization - Remove sensitive fields
• Redaction options - Hide confidential information
• Audit trails - Complete export history
• Compliance ready - GDPR, HIPAA compatible

Export Permissions:

User Roles
├── Admin: Full export access
├── Manager: Department data only
├── User: Own data only
└── Viewer: No export permissions
 

Export on the go:

• Quick exports - One-tap CSV download
• Email sharing - Send reports directly
• Cloud sync - Save to Google Drive, Dropbox
• Offline access - Download for offline viewing

Share data quickly:

• Email attachments - Send to colleagues
• Link sharing - Secure download links
• QR codes - Easy mobile access
• Social sharing - Share summaries (non-sensitive data)

Export Failed:

Issue: File too large for email
Solution: Use download link instead
 

Missing Data:

Issue: Some records not included
Solution: Check filters and date ranges
 

Format Problems:

Issue: Special characters not displaying
Solution: Use UTF-8 encoding
 

Slow Exports:

Issue: Large dataset taking too long
Solution: Export in smaller batches
 

Faster Exports:

• Limit date ranges - Export smaller time periods
• Select essential columns - Reduce data volume
• Use filters - Export only needed records
• Schedule off-peak - Avoid busy times

Better Quality:

• Validate before export - Check data integrity
• Review confidence scores - Include quality metrics
• Test with small samples - Verify format first
• Document export settings - Maintain consistency

Ready to export your data? Go to your project and start downloading!