Configuration

Take your data with you, on your terms.

Data Export lets authorised administrators select data categories, apply filters, preview the result, and download it. The Security card controls who can export and how long generated files are kept.

Overview

Data Export gives your organisation self-service access to its own operational data without raising a support request.

It sits under Configuration in the System group, next to the Security card that governs it.

Before you begin

Check the Security card: the downloads toggle and minimum export role decide who can use this area.
Know which categories you need: exporting everything is rarely the goal.

Recommended setup order

Open Configuration and select Data Export.
Select data categories.
Set filters and format.
Preview and download.

Key fields and settings

Data category

A logical group of exportable records you can include in an export.

Filters and format

Narrow the export and choose the output format before generating.

Preview

A look at the export contents before downloading.

Export governance

The Security card's downloads toggle and minimum role, enforced on the server.

Export retention

Generated export files are cleaned up automatically after the data export retention window.

Best practice

Export the categories you need rather than everything.
Download promptly: generated files are cleaned up after the retention window.
Restrict the minimum role to Owner when exports should be rare and deliberate.

Common mistakes to avoid

Wondering why Data Export is hidden when the Security card has downloads turned off.
Treating an export as a backup or disaster recovery strategy.
Leaving generated exports undownloaded past the retention window.

What to do next

Configuration

Security Settings

Admin Portal MFA policy, audit and export retention windows, session timeout, data export controls, and the configuration activity log.

Audit, Documents, and Evidence

Audit Centre

Live audit readiness score, compliance checks and enforcement, the Prepare Audit wizard, evidence packs, NDIS Practice Standards mapping, secure auditor portal, staff ratings, and audit sessions.