Exporting Reports

How to export records, audit trails, and analytics summaries — including scheduled exports and compliance exports.

What Can Be Exported

PlugIQ supports exporting process records, audit trails, and analytics summaries. Exports are available in CSV and PDF formats.

Exporting Records

  1. Navigate to the process’s Records view.
  2. Apply any filters you want (date range, status, submitter, etc.).
  3. Click Export in the top-right corner.
  4. Choose CSV or PDF and select which columns to include.
  5. The file downloads immediately for up to 1,000 records; larger exports are emailed to you.

Scheduled Exports

Set up a scheduled export to receive a fresh data file automatically — daily, weekly, or monthly.

Compliance Exports (Enterprise)

Enterprise workspaces can request a full data export through Settings → Data & Privacy → Export Workspace Data. This generates a comprehensive archive of all records, audit trails, attachments, and configuration history in a legally admissible format.

Understanding Process Analytics
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