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This guide covers how to create exports, monitor their status, download completed files, and manage your export history.

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Creating an Export

1

Navigate to Exports

Go to Study > Exports.
2

Select Export Type

Choose from available export types:
  • FHIR JSON (all data)
  • Sites CSV
  • Participants CSV
3

Configure Options

Set any available options:
  • Date range filters
  • Site filters
  • Status filters
4

Start Export

Click “Generate Export” to begin.

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Export Status

Monitor export progress:

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Status Updates

  • Exports typically complete within minutes
  • Large studies may take longer
  • You’ll receive notification when complete

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Downloading Exports

1

View Exports

Navigate to your export history.
2

Find Export

Locate the completed export.
3

Download

Click the download button.
4

Save Securely

Save the file in a secure location.
Export files contain participant data. Store and transmit securely according to your data handling policies.

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Export History

View all exports for your study:

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Retention

Export files are retained for a limited time:
  • Completed exports available for download for a defined period
  • After retention period, files are deleted
  • Re-generate if you need the data again

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Export Permissions

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Export Options

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Filtering

Limit export scope:

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Format Options

For CSV exports:

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Handling Large Exports

For studies with large amounts of data:
  • Export generation may take longer
  • Consider filtering to reduce size
  • Split into multiple exports if needed
If you consistently need large exports, consider scheduling them during off-peak hours.

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Export Audit Trail

All exports are logged:
  • Who requested
  • When requested
  • What type and filters
  • When downloaded
This provides accountability for data access.

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Troubleshooting

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Export Stuck in Pending

If an export remains pending:
  1. Wait additional time for large studies
  2. Check for system notifications
  3. Contact support if it persists

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Export Shows Error

If an export fails:
  1. Retry the export
  2. Check if filters are too restrictive
  3. Contact support with error details

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Download Issues

If download fails:
  1. Check your network connection
  2. Try a different browser
  3. Request a new export if file is corrupted

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Best Practices

Know what data you need before creating exports.
Filter to get just the data you need.
Store downloaded files securely and delete when no longer needed.
Keep records of why exports were created for audit purposes.

Export Types

Details on each export format.

Security

Data security practices.