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Exports can contain sensitive business data An export can include customer and vendor records, products, orders, invoices, inventory balances, accounting transactions, and operator activity history. Store downloads only in approved locations and delete temporary copies when the review, migration, or reporting job is complete. Truly sensitive fields (bank account and routing numbers, tokens, secrets) are never included in an export.

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Where exports come from

You start an export from the Export button on any list page (Orders, Invoices, Products, Accounts, and more). The Export button opens a chooser:
  • Download this view and This view, all fields are available to anyone who can export.
  • Everything, all fields and the guided Advanced wizard (raw fields, related-data bundles, and large background exports) are available to advanced exporters only.
Advanced exporters can also start an export without a list page: the New export button on this Exports & Downloads page opens the same guided wizard with an extra first step, Choose data, where you pick what to export (Orders, Invoices, Returns, Purchase orders, Payments, Journal entries, Products, Accounts, or Communications), then continue through fields, related data, and delivery. Below those curated choices, an All tables section lists every exportable table in your workspace (searchable, grouped by module) so advanced reporting or migration work can pull any table directly. Small exports download instantly in your browser. Larger exports, related-data bundles, and raw-field exports run as a background job and land in Exports & Downloads when ready.

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The guided wizard

  • Date range (optional): whenever the scope is Everything, you can narrow the export to a date window (for example, orders in the last quarter) and pick which date field to filter on, so you do not have to pull the entire history. The live row count updates to the bounded number.
  • Related data: the Related-data step shows a short list of curated relationships pinned on top, then an All related data group listing every relationship the resource has in the schema (searchable when the list is long). Each item is either flattened onto the main rows or delivered as its own linked file in the bundle, and you can trim which fields it includes.

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Entire workspace (complete export)

At the top of the Choose data step, advanced exporters see an Entire workspace card. Selecting it skips every other step and goes straight to a review screen, because there is nothing to configure: the export always contains every table in your workspace, each as its own CSV with all of its columns (protected fields like credentials are never included).
  • It always runs in the background and arrives as one ZIP set: one CSV per table, an attachments.csv listing every stored document with a time-boxed download link, and a manifest.json recording per-table row counts and columns.
  • Tables are never duplicated into each other; re-join them by their key columns. Use the per-resource wizard instead when you want a flattened, human-readable shape.
  • This is the complete-migration and full-external-reporting export. Download the ZIP set from this page like any other export; the file list on the row shows every table.
  • Attachment links in attachments.csv expire after a day; re-run the export for fresh links.

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Open Exports & Downloads

  1. Open Settings.
  2. Choose Entity Settings.
  3. Open the System group.
  4. Select Exports & Downloads.
The page is scoped to the current entity. Anyone with the Export Data permission can open it, even without any other Settings access (the direct link from the header downloads menu or an export-ready notification always works). If your role cannot export, the page shows a short access message and the Export buttons are hidden across the app.

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My Downloads

My Downloads lists the exports you have queued, newest first. Each row shows:
  • The resource and status: Queued, Building (with a live percentage), Ready, Failed, or Expired.
  • Row count, file count, and file size once known.
  • An expiry countdown. Ready files stay available for several days, then expire.
  • An expandable file list for bundle exports (one file per related dataset).
Row actions:
  • Download mints a fresh download link each time you click it, so a ready export is always one click away.
  • Cancel stops a Queued or Building export.
  • Re-run re-queues a Failed, Cancelled, or Expired export with the same settings.
  • Delete permanently removes the file and hides the row. Deleting cannot be undone; re-run later if you need the data again.

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All Downloads (advanced roles)

Owners, admins, and accountants see an All Downloads tab that lists exports queued by every user in the entity, with the requester name on each row. Use it to review who exported what and to delete a stale or sensitive artifact. Advanced roles can download, cancel, or delete another user’s export from this tab.

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The header downloads menu

A Downloads icon sits next to the notification bell in the top bar for anyone who can export. It shows a badge while an export is building, and opens a compact menu with your in-progress, ready, and failed exports so you can grab a file or re-run one without leaving the page you are on. View all downloads opens this Settings page. When a background export finishes, Arcus notifies you. Opening that notification takes you straight to Exports & Downloads with the finished export highlighted.

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Who can export

  • Export Data lets a role export what it can see (the view and the page’s fields), manage its own downloads, and open this page.
  • Advanced / Bulk Data Export additionally allows the whole-table “Everything” scope, raw fields, related-data bundles, the All tables section, the Entire workspace export, the All Downloads tab, and managing other users’ exports.
  • Every export also respects the resource’s own view permission: you can only export data you can see in the app.
Roles without Export Data do not see the Export button, the header downloads menu, or this Settings page.

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Common Blocks

  • No Export button on a list: your role does not include Export Data. Ask an owner or admin to grant it.
  • Download link does not work: the file may have expired. Re-run the export if the data is still needed.
  • Delete is blocked: an export that is still building must be cancelled before it can be deleted.
  • No All Downloads tab: the entity-wide view requires the Advanced / Bulk Data Export permission.
  • Export failed: re-run it; if it keeps failing, narrow the scope or fields, then escalate with the resource, time, and any error shown on the row.

Audit Log and Compliance

Review export activity, compliance reports, saved filters, and audit-log downloads.

System Operations Settings

Understand how Exports & Downloads fits with printing, modules, tags, and developer access.

Roles and Permissions

Review export-related permissions and effective access.

Organization, Entities, and API Access

Confirm entity context and organization-level safety controls before broad exports.