Export history and secure data usage
Previously created files can be found in the export history, and downloaded data must be stored in accordance with organizational policies.
Last updated 20 days ago
Export history
Exports are prepared in the background. Open Data export history from the list actions and download the ZIP file once the task is complete.
Before exporting
Remove unnecessary filters, check the search text, and include only the columns required by the recipient. If the data is intended for another person, agree on a suitable format beforehand. This note applies to all functions described in this article.
After the action
Wait for the file to be ready in the export history and open it. Check the first and last rows and column headers, and ensure the file does not contain superfluous data. This note applies to all functions described in this article.
Secure use of exported data
Store the exported file in a location approved by the company and share it only with those who need it. Check the filters, columns, and recipient before sending.
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