How to Work with Exports

Introduction

This article explains how to export data from the system, manage your export settings, and access completed export files. It includes how to prepare the system, use export buttons, and monitor the export process.

Target audience

Administrator

Prerequisites

Access to the Administration section
Appropriate export permissions in your role
Data list view (e.g., tasks, time entries, users, etc.)

Steps

1. Configure Export Settings

Go to Administration > Settings > Files
In the file export section, review and adjust:
- Enabled export formats (e.g., CSV, XLSX, PDF)
- File size limit (maximum size of exported files)
Click Save to confirm your settings

Note: Ensuring these are set properly avoids errors during export of large or complex datasets.

2. Export a List

Go to any list view (e.g., tasks, spent time, projects)
Use the Export buttons located at the bottom right of the list
Choose your preferred file format

You will be redirected to the Exports page to monitor progress.

3. Monitor Export Status

You will land on the /easy_async_exports page
The list shows your recent export jobs with their current status
Click Refresh on the page until the status changes to Done
When the export is ready, a Download link will appear

4. Receive Notification

An email will be sent to you once the export is complete
You don’t need to stay on the exports page — this is useful for large exports that take longer to process

Expected Results

The system generates your file in the selected format
You can access and download it from the export history page
You will receive an email confirmation when it is done

Troubleshooting

Export doesn’t start: Make sure the export format is enabled and the file size limit is not too low
Export stuck or fails: Refresh the exports page or try a smaller dataset
No email received: Check your notification settings or spam folder