What it covers
Keep the ability to retrieve business records instead of locking them into a single view.
Reporting and data
Workspace export
Take a portable JSON export of supported workspace data.
How it works
Keep a portable copy of supported workspace data
Export supported business records as JSON so teams can retrieve data beyond an individual screen or report. The export is designed around workspace records rather than a proprietary dashboard snapshot.
In practice
Download a portable JSON export of supported workspace data.
When to use it
Useful situations
- Retrieve a portable copy of supported workspace data.
- Prepare data for an approved external analysis.
- Keep business records available beyond a single dashboard.
A working path
How the work moves
Request
Start an export from the authorised workspace workflow.
Prepare
Let the service compile supported records into the portable format.
Use
Download and handle the JSON export according to your organisation's data policy.
Illustrative scenario
quarterly archive
An authorised administrator exports supported workspace records for a controlled internal archive and stores it under the company’s retention policy. The export is intended for an authorised business purpose such as retention or controlled analysis; recipients should protect the downloaded file under their own handling policy.
Before you start
What to check
- Exports contain supported data, not every provider integration artifact.
- Export access should be limited to authorised administrators.
What format is produced?
Supported workspace data is exported as JSON.
Does export make data public?
No. It is an authenticated workspace operation.
Get started
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