# Data exports

This topic describes how to export data.
Use data exports for accounting, data analysis, reports, or imports into other databases.

**Note**

To export organization data, see [Export organization data](/docs/settings/organizations-and-websites#export-organization-data).

## Data export formats

Export any resource as CSV, JSON, XML, or JSON-API.
Payout requests, payout request allocations, and users are available in CSV and JSON only.
Invoices are also available in PDF format.

## Create a data export

Use this process to export your data.
When the export is complete, a notification is displayed in the top right corner of the page, in **Alerts**.
A notification is also displayed if the export fails.

To complete this process, you must have the administrator role, or a role with [Data exports permissions](/docs/settings/user-permissions#data-exports) and permission to view the resource that you export.
For example, to export transactions, you must also have [Transactions permissions](/docs/settings/user-permissions#transactions) to view transactions.

1. In the left navigation bar, press **Automations**.
2. In the **Data and alerts** section, press **Data exports**.
3. In the top right of the page, press **Create data export**.
4. In the **Name** field, enter a name for the export.
  This value is used to name the export file.
  It is also displayed in the data exports table.
5. In the **Resource** section, select the resource to export.
  The list includes only resources that you have permission to view.
6. In the **Format** section, select an export format.
7. In the **Fields** section, define which fields you want to export.
  Drag field items to change the order, or delete unwanted fields.
8. In the **Filters** section, select from the following:

  **Apply a date range**

  In the **Date range** dropdown, select a range or choose **Custom** to create your own range.

  **Apply additional data filters**

    1. Press **Add filter**.
    2. In the **Field** dropdown, select a data value.
    3. Enter a range or add values to filter.
9. Optionally, to receive an email when your export is ready to download: In the **Email notifications** section, select the **Send an email when the export is complete** checkbox.
  An email is also sent if the export fails, and includes the reason.
10. Optionally, to schedule recurring data exports: In the **Schedule** section, select the **Use a recurring export schedule** checkbox, then set the schedule.
11. Press **Export**.

## Delete or edit a data export

Use this process to delete a data export, or to edit a recurring or pending data export.

To edit or delete a data export, you must have the administrator role, or a role with [Data exports permissions](/docs/settings/user-permissions#data-exports) and permission to view the exported resource.

1. In the left navigation bar, press **Automations**.
2. In the **Data and alerts** section, press **Data exports**.
3. Select from the following:

  **Delete a data export**

  On the right of a data export item, press **Delete**, then confirm the deletion.
  Only pending, completed, and failed data exports can be deleted.

  **Edit a recurring or pending data export**

  On the right of a data export item, press **Edit**.
  Edit is available for a pending data export when you have permission to view the exported resource.

## View data export details

Use this process to view the details of a data export.
Details include the status, exported fields, date range, filters applied, and recipients.

**Note**

An export is assigned the `Failed` status in the following cases:

- The record count is above the limit for a single export.
- The export does not complete after it is retried.
- The user who created the export no longer has permission to view the exported data.

To resolve a failed export caused by the record limit or retries, [create the export again](#create-a-data-export) with a date range or more filters to reduce the number of records.
To resolve a failed export caused by permission, [create the export again](#create-a-data-export) as a user who has permission to view the exported data.

1. In the left navigation bar, press **Automations**.
2. In the **Data and alerts** section, press **Data exports**.
3. In the list of data exports, on the right of the export you want to view, press **Visibility**.

## View and download data exports

Use this process to view and download all data exports.

**Note**

Exports that contain more than 1,000,000 records are downloaded as a ZIP archive.
The archive contains numbered part files, such as `example-part1.csv` and `example-part2.csv`.
Each file holds up to 1,000,000 records.
Each part file is valid on its own:

- `csv` and `detailed-csv` part files repeat the header row.
- `json` and `json-api` part files contain a complete array.
- `xml` part files contain their own root element.

`pdf` exports are always a ZIP archive with one PDF per record.
These exports are never split into part files.

1. In the left navigation bar, press **Automations**.
2. In the **Data and alerts** section, press **Data exports**.
3. On the right of a data export item, press **Download**.
4. Optionally, to filter the list of data exports:

  **Filter by status**

  At the top of the data export table, press **All**, **My exports**, or **Pending**.

  **Add additional filters**

  **Note:** To add more than one filter to a data table, repeat the following process.

    1. In the top right of the data exports table, press **Filter**.
    2. In the **Filter** dropdown, select a value to filter.
    3. In the **Operation** dropdown, select a condition.
    4. In the **Value** field, enter or select values.
    5. Press **Apply filter**.