> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Export your data
> Take a copy of your workspace's records as CSV or ZIP, including before you close an account, when the data becomes unrecoverable.
export const AuditNote = ({action = 'This action'}) =>
{action} is written to your workspace's audit log with your name, the
record touched and the time — a HIPAA requirement, and one you can review
yourself under Audit Log. See{' '}
Audit log.
;
export const StillStuck = ({topic}) =>
Still stuck{topic ? ` with ${topic}` : ''}?{' '}
Check Troubleshooting first —
it covers the failures we see most often. If that does not resolve it,{' '}
contact support and include
your workspace name and the time the problem happened, so we can find the
matching entry in your audit log.
;
export const TaskHeader = ({before, time, after}) =>
{before ?
Before you start
{before}
: null}
{time ?
: null}
{after ?
: null}
Available in
{list.map(e =>
{EDITION_LABELS[e] || e}
)}
{plans ? Plan : null}
{plans ? {plans} : null}
{roles ? Who : null}
{roles ? {roles} : null}
{note ? {note} : null}
;
};
Your records are yours, and you can take a copy at any time without asking anyone. Export what you need, in the date range you need, as a spreadsheet or a bundle of them.
The **Data Export** card explains itself: "Export clinic data as CSV or ZIP. Large exports run in the background — you can navigate away and check back."
## Export
Under **Modules**, search and add what you need. They are grouped by subject — **Clinical Records**, **Patient Profile**, **Documents & Files**, **Telehealth**, **Administrative**, **Insurance**, **Ward & Inpatient** and **Compliance & Audit**. **Select all** takes everything; **Clear all** starts again. Each choice appears as a chip you can remove.
**Audit Logs** appears only for owners and managers, who are the only people who may read the audit trail.
**Date range (optional)** defaults to **All time**. Narrow it for a patient access request or an investigation — a smaller export is faster, easier to read, and discloses less.
The button names what you asked for — **Export 3 modules**, with a **ZIP** badge when more than one is selected. It reads **Queuing…** while the job is accepted.
A progress panel shows the job working. One module comes out as a CSV; more than one comes out as a ZIP of them. Recent jobs stay listed under **Recent Exports** so you can come back for a file later.
A large export is a background job, not a download you wait for. Navigate away and come back — starting it again only queues a second copy. Download links expire after 24 hours; re-run the export if you need the file after that.
## What the formats are for
* **CSV** — one module, one spreadsheet. This is what you want for analysis, for a mail merge, or for loading into another system.
* **ZIP** — several modules at once, each as its own CSV inside. This is what you want for a full copy, an access request covering more than one kind of record, or an archive before a change.
## Exporting from a single screen
You do not have to come to Settings for everything. Most tables in the product have their own **Export**, and every analytics report can be exported from where it is drawn. Use those for "this list, as it looks right now"; use **Data Export** for "a copy of the records themselves".
**If you are closing an account, export first.** Deleting an account cancels billing immediately and removes the data after a 30-day recovery window. Once that window passes the records are gone, and no support request can bring them back. The account screen says the same thing: "Need a copy of your records? Export each clinic's data first from **Clinic Settings → Data Export**." Note the wording — *each* workspace exports separately. See [Delete your account](/platform/account/delete-account).
## Check it worked
* The job shows as finished and offers the file, or appears under **Recent Exports** with its size.
* Opening the file shows one CSV per module you selected, with rows only inside your date range.
* The export appears in your [audit log](/platform/security/audit-log) as an **Exported** entry under your name.
## If something goes wrong
That is expected for anything sizeable — the job runs in the background and tells you when it is ready. Check the progress panel, or **Recent Exports**. Do not start it again while one is running.
Try a narrower date range or fewer modules. A very large all-time export across every module is the usual cause; splitting it by subject almost always succeeds.
Only owners and managers can export the audit trail. Ask an owner, or read it directly on the [audit log](/platform/security/audit-log) page.
Links expire after 24 hours. Run the export again — the file is rebuilt from the same records.
The list only offers modules your edition actually has. A pharmacy has no ward records to export; a diagnostic centre has no consultations. See [The three editions](/start/editions).
## Related
Handling a patient access request end to end.
What is removed, when, and what cannot be undone.
Where your export is recorded.
Everything else on the settings screen.