> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Management

> Create, download, and manage data exports

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

## Creating an Export

<Steps>
  <Step title="Navigate to Exports">
    Go to Study > Exports.
  </Step>

  <Step title="Select Export Type">
    Choose from available export types:

    * FHIR JSON (all data)
    * Sites CSV
    * Participants CSV
  </Step>

  <Step title="Configure Options">
    Set any available options:

    * Date range filters
    * Site filters
    * Status filters
  </Step>

  <Step title="Start Export">
    Click "Generate Export" to begin.
  </Step>
</Steps>

## 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

<Steps>
  <Step title="View Exports">
    Navigate to your export history.
  </Step>

  <Step title="Find Export">
    Locate the completed export.
  </Step>

  <Step title="Download">
    Click the download button.
  </Step>

  <Step title="Save Securely">
    Save the file in a secure location.
  </Step>
</Steps>

<Warning>
  Export files contain participant data. Store and transmit securely according to your data handling policies.
</Warning>

## 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

<Tip>
  If you consistently need large exports, consider scheduling them during off-peak hours.
</Tip>

## Export Audit Trail

All exports are logged:

* Who requested
* When requested
* What type and filters
* When downloaded

This provides accountability for data access.

## Troubleshooting

### 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

### Export Shows Error

If an export fails:

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

### Download Issues

If download fails:

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

## Best Practices

<AccordionGroup>
  <Accordion title="Plan Exports">
    Know what data you need before creating exports.
  </Accordion>

  <Accordion title="Use Appropriate Filters">
    Filter to get just the data you need.
  </Accordion>

  <Accordion title="Secure Storage">
    Store downloaded files securely and delete when no longer needed.
  </Accordion>

  <Accordion title="Document Usage">
    Keep records of why exports were created for audit purposes.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Export Types" icon="file-export" href="/exports-reports/export-types">
    Details on each export format.
  </Card>

  <Card title="Security" icon="lock" href="/security-compliance/data-security">
    Data security practices.
  </Card>
</CardGroup>