While Papertrail automatically backs up your data so you donāt have to, you may occasionally need to perform a manual export. Papertrail offers flexible options for exporting data, allowing you to generate reports for specific folders, individual records, or your entire account. This is particularly useful for producing comprehensive audit reports, conducting deep data analysis, or migrating your records to another system.
Note: Only users with Administrator permissions can perform a full account export
.
š ļø Steps to generate a full account export
Exporting Individual Records
To export a single inspection record:
Open the specific inspection record you want to export.
Click the Actions menu at the top left of the screen.
Select the export option from the dropdown menu to export that single record.
Exporting a Single Folder
To export data for a specific folder:
Navigate to the desired folder in your account.
Use the Columns button under the search box to select the fields you want to include in the export.
Click the down arrow next to the folder name and select Print/Export.
Choose your preferred format (PDF or CSV) to generate the report for that folderās records only.
š ļø Steps to generate a full account export
Access Settings: Click on the Settings (cog icon) in the bottom-left corner of the screen.
Select Export: Click on Full account export.
Initiate Request: Click the Generate new account export button.
Choose Content: You will be asked if you wish to include uploaded files (such as images and PDFs).
Please note: Including files may significantly increase the processing time depending on the volume of data and your internet speed.
Start Export: Click Start export to begin the process. Note: The full account export includes all data fields populated in your account, such as asset number, serial number, description, record creation date, purchase date, and purchase amount.
š Downloading your data
Please be patient while the system compiles your archive.
Notification: You will receive an email once your export is ready.
Download: Once complete, click Download. The file will remain available for 7 days.
File Format: Your data will be provided as a ZIP file. Depending on your operating system, you may need third-party software to extract it.
Structure: Once unzipped, you will find separate .csv files for your Records, Tasks, Logs, and Uploads.
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Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io.Ā