Exports (CSV Export Manager) — User Guide

Admin only

• The export screen is intended for administrators because CSV exports can contain sensitive operational data.
• If you need delegated access, define an internal process (run exports centrally, share controlled outputs).

1) Enable the Exports module

• Ensure the “CSV Export Manager” module is enabled.

2) Confirm access

• Confirm you are logged in as an admin user.

3) Define your export governance

• Where exports are stored
• Who can request exports
• Retention and deletion policy
• How PII is handled (redaction/masking rules if required)

### Workflow 1: Export by dataset and period

1. Go to Utilities → CSV Export
2. Choose Export type (dataset)
3. Choose Period:

• This month / Last month
• Last 3 / 6 / 12 months
• This year / Last year
• All time
• Custom start/stop dates (if available)

1. Click Export to download the CSV

Best practice:

• Use standard periods for recurring reporting.
• Use custom dates only for audits/migrations that require precise windows.

### Workflow 2: Monthly finance export pack
Recommended pack:

• CRM invoices
• Payments
• Expenses
• (Optional) customers/contacts for master-data checks

Steps:

1. Export each dataset for the same month window
2. Store in a folder named `Finance_YYYY-MM`
3. Keep a short README note with:

• date window
• who generated it
• purpose of the pack

### Workflow 3: Inventory audit window pack
Recommended pack:

• Warehouse stock levels
• Warehouse stock movements
• Warehouse locations

Steps:

1. Export “Stock Movements” for the audit window
2. Export “Stock Levels” at end-of-window
3. Reconcile movements with ending levels

### Workflow 4: Support quality review
Recommended pack:

• Support tickets
• Support ticket replies

Steps:

1. Export for last month
2. Analyze response times, resolution patterns, and recurring issues
3. Create improvements (KB article updates, canned replies, escalation rules)

Your deployment may include exports for:

• CRM: customers, contacts, leads, proposals, invoices
• Finance: expenses, payments
• HR: employees, contracts, training allocations, payroll payslips, payslip templates
• Procurement: vendors, orders, requests, quotations, invoices, vendor payments, purchase items
• Warehouse: locations, stock levels, stock movements
• Manufacturing: BOMs, BOM components, routings, work centers, work orders, work order details, production runs
• Projects: projects, tasks, time entries, milestones, checklist items
• Support: tickets, ticket replies
• Knowledge Base: articles, categories
• Goals/OKR: goals, OKRs, key results, check-ins
• Fleet: vehicles, assignments, maintenances, bookings, fuel history

Exports are typically used to power:

• Monthly close packs
• KPI dashboards in BI tools
• Audit evidence archives
• Operational reviews (support, fleet, projects)

### I can’t see “CSV Export” in Utilities

• Confirm the Exports module is enabled.
• Confirm you are logged in as an admin user.

### The CSV is empty

• Confirm there is data for the selected period.
• Try “All time” to verify the export type works.
• If using custom dates, confirm start/stop are valid and in the expected format.

### Download is slow or times out

• Reduce the date range (export month-by-month).
• Export off-peak if the server is under load.
• Consider increasing server execution limits for very large datasets.

### How do we share exports safely?

• Store exports in a controlled folder (restricted access).
• Avoid emailing raw CSVs with PII.
• Use redaction/masking rules if required before sharing outside finance/admin.

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✅ Acceptance:

File matches your standard structure (Overview → Roles → Setup → Workflows → Reports → Troubleshooting).