Data Export module

Bulk, machine-readable org data exports — CSV, JSON, XLSX — for analysis, migration, audit, and offboarding.

Optional module Enable in Settings → Modules

The Data Export module unlocks bulk, machine-readable exports of org data for analysis, migration, audit, and offboarding.

What this module enables

When Data Export is enabled:

• A Settings → Reports → Data export wizard
• Async export job processing (large exports run in the background)
• Multiple formats: CSV, JSON, XLSX
• Scheduled exports (e.g., monthly snapshot to your S3 bucket)

What you can export

Dataset	Formats	Notes
Members	CSV, JSON	Includes custom fields
Invoices and payments	CSV, JSON	Financial fields only; no card data
Compliance submissions	CSV, JSON, ZIP	ZIP includes uploaded files
Engage posts	CSV, JSON	Includes attachments references; not file content
Audit logs	CSV, JSON	Filterable by date / user / action
Donations	CSV, JSON	Foundation module data
Course enrollments	CSV, JSON	Learning module data
Profile photos / files	ZIP	Storage bucket sync
Full org snapshot	JSON	Everything; for migration

Run an export

1. Open Org → Settings → Reports → Data export.
2. Pick datasets.
3. Set filters (date range, status, etc.).
4. Choose format(s).
5. Pick destination:
   • Download (small jobs)
   • Email link (medium jobs)
   • S3 bucket (large jobs; provide your bucket and credentials)
6. Click Start export.

You'll get a notification when ready. Download links are valid for 7 days.

Schedule exports

For routine snapshots:

1. Open Settings → Reports → Data export → Scheduled.
2. Click New schedule.
3. Set:
   • Datasets and filters
   • Frequency (daily, weekly, monthly)
   • Destination (S3 bucket recommended for scheduled)
4. Save.

The job runs automatically; you'll get a notification on each completion.

Privacy and exports

Exports respect the access scope of the user running them:

• Org admin can export everything in their org
• Regional admin can export only their region
• Chapter officer can export their chapter (limited datasets)
• Members can't run org-wide exports (only their own data via Privacy Settings → Data Export)

Use cases

• Annual board report — export members + dues + compliance for analysis in Excel
• Migration — full org JSON snapshot for moving to another platform (rare but supported)
• Audit defense — pinpoint date-range exports of audit logs and submissions
• Marketing analytics — Engage posts + recognition data → external tools
• Year-end financials — invoices + foundation donations to accounting

Dependencies

• Storage — for files included in exports
• Email — for delivery links

Pricing

Data Export is sometimes a paid add-on for large orgs needing high-volume exports. Confirm with your platform admin.

Tips

• Filter aggressively. A 5-year, all-action audit log export is millions of rows.
• Use scheduled exports for routine snapshots. Manual exports drift; scheduled don't.
• Check exports for sensitive data before sharing externally. Custom fields can hide PII you didn't realize was there.

Related modules

• Operations — invoices, compliance, elections all export here
• Foundation — donations and donors export here
• AI Services — exported data can train external models if you choose