# 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.
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.

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 **Resources** section, select the resource to export.
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

    Press **Add filters**.
    In the **Field** dropdown, select a data value, then 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**.

## Cancel or edit a data export

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

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

  - Cancel a recurring or pending data export

    On the right of a data export item, press **Cancel**.

  - Edit a recurring or pending data export

    On the right of a data export item, press **Edit**.

## 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 two cases.
The first is a record count above the limit for a single export.
The second is an export that does not complete after it is retried.
To resolve a failed export, reduce the number of records.
Apply a date range or more filters, then create the export again.

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 that contains one PDF per record, and 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 **Filters**.
    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**.