Creating an Export
Select Export Type
Choose from available export types:
- FHIR JSON (all data)
- Sites CSV
- Participants CSV
Export Status
Monitor export progress:| Status | Description | Next Action |
|---|---|---|
| Pending | Export is being generated | Wait for completion |
| Completed | Export is ready | Download file |
| Error | Export failed | Retry or contact support |
Status Updates
- Exports typically complete within minutes
- Large studies may take longer
- You’ll receive notification when complete
Downloading Exports
Export History
View all exports for your study:| Column | Description |
|---|---|
| Date | When export was requested |
| Type | Export format |
| Requestor | Who initiated the export |
| Status | Current status |
| Size | File size (when complete) |
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
Export Permissions
| Role | Can Create Exports |
|---|---|
| Study Administrator | All types |
| CI/D-CI | All types |
| Data Reviewer | Data exports |
| Site Roles | Site-specific only |
Export Options
Filtering
Limit export scope:| Filter | Effect |
|---|---|
| Date Range | Only data from specified period |
| Sites | Only data from selected sites |
| Status | Only participants in selected statuses |
Format Options
For CSV exports:| Option | Description |
|---|---|
| Encoding | Character encoding (UTF-8 recommended) |
| Delimiter | Field separator (comma, tab) |
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
Export Audit Trail
All exports are logged:- Who requested
- When requested
- What type and filters
- When downloaded
Troubleshooting
Export Stuck in Pending
If an export remains pending:- Wait additional time for large studies
- Check for system notifications
- Contact support if it persists
Export Shows Error
If an export fails:- Retry the export
- Check if filters are too restrictive
- Contact support with error details
Download Issues
If download fails:- Check your network connection
- Try a different browser
- Request a new export if file is corrupted
Best Practices
Plan Exports
Plan Exports
Know what data you need before creating exports.
Use Appropriate Filters
Use Appropriate Filters
Filter to get just the data you need.
Secure Storage
Secure Storage
Store downloaded files securely and delete when no longer needed.
Document Usage
Document Usage
Keep records of why exports were created for audit purposes.
Related
Export Types
Details on each export format.
Security
Data security practices.