> ## 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.

# Data export

> Take a copy of your practice data as CSV or ZIP, choose what goes in it, and handle the file safely once it downloads.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {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 <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['clinic']} plans="Solo and Team" roles="Owner, manager or accountant · Audit Logs: owner or manager" />

"Export clinic data as CSV or ZIP. Large exports run in the background — you can navigate away and check back." Use it for an accountant, a migration, a regulator, or your own peace of mind before a big change.

<Path steps={['Sidebar', 'Settings', 'System', 'Data Export']} />

<TaskHeader before="Somewhere secure to put the file when it arrives" time="Under a minute to start; the export itself runs on its own" after="A CSV or ZIP of the data you chose" />

## What this tab controls

| Control                        | What it does                                                                                                                                                                                                                          | Default                          |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------- |
| **Modules**                    | A search-and-add picker of everything you can export, grouped as **Clinical Records**, **Patient Profile**, **Documents & Files**, **Telehealth**, **Administrative**, **Insurance**, **Ward & Inpatient** and **Compliance & Audit** | Nothing selected                 |
| **Select all** · **Clear all** | Add or remove every module at once                                                                                                                                                                                                    | —                                |
| **Date range (optional)**      | Narrows the export to a period. **All time** if left alone                                                                                                                                                                            | All time                         |
| **Export** button              | Queues the job. Reads "Export \{n} modules", and picks up a **ZIP** badge once you choose more than one                                                                                                                               | Disabled until you pick a module |
| Progress panel                 | Shows the running job with a percentage and a label, then **Export ready** and a **Download** button                                                                                                                                  | —                                |
| **Recent Exports**             | Your last few finished jobs, each with a **Re-download** button until it expires                                                                                                                                                      | —                                |

**Audit Logs** only appears in the picker for owners and managers. One module downloads as a single CSV; more than one arrives as a ZIP of CSVs.

## Run an export

<Steps>
  <Step title="Choose what to export">
    Search the **Modules** box and add each one you need, or select **Select all**. Chosen modules appear as chips underneath; the small cross on a chip removes it.
  </Step>

  <Step title="Narrow it by date if you want to">
    Set a **Date range** for a period — a tax year, a quarter. Leave it as **All time** for everything.
  </Step>

  <Step title="Select Export">
    The button queues the job and a progress panel appears at the top reading "Queued…". You can leave the page; the export keeps running.
  </Step>

  <Step title="Come back and download">
    When the panel says **Export ready** with the file name and size, select **Download**. The file lands in your browser's downloads folder.
  </Step>

  <Step title="Put the file somewhere safe">
    "Files contain **PHI**. Handle securely per HIPAA." Move it off your downloads folder and onto encrypted storage, and delete any copy you no longer need.
  </Step>
</Steps>

## What changes once you save

Nothing in the product changes. No client sees anything, no setting moves, no record is altered — you get a file, and that is all.

Two things do happen behind it. First, the export runs in the background and you are told when it is ready, rather than the page hanging while a large job finishes. Second, the export is recorded.

<AuditNote action="Exporting data" />

**Download links expire after 24 hours.** After that the row in **Recent Exports** shows as expired and **Re-download** disappears — run the export again if you still need it. That expiry is why an export is a copy to look after, not a backup you can leave sitting in the list.

If you are closing your account, **export first**. Deleting an account cancels billing immediately and removes your data after a 30-day recovery window; once that window closes there is nothing left to export. See [Delete your account](/platform/account/delete-account).

## Check it worked

The progress panel turns green and reads **Export ready** with a file name and a size. Open the downloaded file: a single-module export is one CSV, a multi-module export is a ZIP containing one CSV per module. Spot-check that the rows cover the date range you asked for.

## Common issues

<AccordionGroup>
  <Accordion title="The Export button will not respond">
    No module is selected — the button stays disabled until you add at least one. It is also disabled while another export is still running; wait for that one to finish.
  </Accordion>

  <Accordion title="Audit Logs is not in the list">
    Exporting the audit log is limited to owners and managers. An accountant sees every other module.
  </Accordion>

  <Accordion title="The panel says Export failed">
    The reason is shown under the message. Try a narrower **Date range** or fewer modules — a very large single job is the usual cause — then run it again.
  </Accordion>

  <Accordion title="Download failed, or the file may have expired">
    "Could not generate download link. The file may have expired." Links last 24 hours. Start the export again; it is quick to re-run.
  </Accordion>

  <Accordion title="I closed the tab while it was running">
    The job keeps going. Come back to this tab and it picks the running job up again, or shows it finished under **Recent Exports**.
  </Accordion>

  <Accordion title="I need this for a client's own copy of their record">
    A full module export is the wrong tool — it contains everyone. See [Export your data](/platform/security/data-export) for the right route.
  </Accordion>
</AccordionGroup>

<StillStuck />