Monthly data export for backup and continuity
With the monthly data export feature, you can store an offline copy of selected documentation lists and reports. This is useful for backup purposes or for continuity planning.
Activating monthly data export
You can enable the monthly data export by navigating to Settings and activating the corresponding feature. After activation, you'll be able to choose which documentation lists and reports to include in the export. In the same settings view, you also define the email address where the download link will be sent. Each month, you will receive an email containing a download link to your data package. Monthly data export is especially helpful for maintaining offline records, backups or ensuring continuity.
- Navigate to the Settings from the Organization dashboard
- Go to Monthly data export
- Choose Monthly data export: ENABLED
- Select the user who will receive the export
- Select which documentation lists and reports to be included

Content of the monthly export
You can include both documentation lists and reports in the monthly data export via the settings. If you want to include guidelines or tasks in the monthly data export, you can first create reports from them and then include those reports in the export.
Receiving the monthly export
The monthly data export is sent to the selected user's email on the 1st of each month. For security reasons, the download link is valid for 72 hours and can only be used once. The link leads to a downloadable ZIP file containing separate HTML files for each selected item. In the future, the settings will also allow you to request a new link at any time.

Questions and feedback
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