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The Exports page delivers a data view from ION as a CSV or Excel file, either once on demand or on a recurring schedule. Each run of an export is a job whose status and output you can check from the export’s detail page. ION can email the file to the recipients you set, or download it straight to your browser.

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Request an export

  1. In ION, go to OS > Exports.
  2. Click New Export.
  3. In the Create export dialog, fill in:
    • Name: what to call this export. This field is required.
    • View name: the data view to export. Start typing to search your available views, listed under Available views, or enter any view name you have access to. This field is required.
    • Format: CSV or Excel.
    • Delivery: how you get the file, Email or Download. This choice is available on the Run once tab; scheduled exports always deliver by email.
    • Delivery recipients: the email addresses that receive the file. At least one is required. This field appears only for Email delivery.
  4. Choose when it runs:
    • On the Run once tab, click Run now to run the export immediately. With Download delivery, ION prepares the file and saves it to your browser once it’s ready. With Email delivery, ION emails the recipients when the file is ready.
    • On the Schedule tab, enter a Cron expression and pick a Timezone, then click Save schedule to run it on a recurring cadence. ION emails the recipients each time the file is ready.

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Manage exports

The Exports table lists each export with its Name, View, Schedule, and Last updated. Use the Enabled toggle to pause or resume a scheduled export. The actions menu on each row offers Run now, View details, Enable or Disable, and Delete.

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Check job status and download the file

  1. On the Exports page, open the actions menu on an export and click View details, or click the export’s name.
  2. The detail page shows the export’s View, Format, Schedule, Recipients, and whether it is Enabled, with a Run now button to trigger it again.
  3. Under Recent jobs, each row is one run:
    • Status: Pending, In progress, Completed, or Failed. A failed job shows its error message under Details.
    • Trigger, Started, and Completed: how and when the job ran.
    • Rows and Size: what the job produced.
  4. On a completed job, click Download to save the file.