Exporting data

All account data (except for documents) can be exported in CSV or XML format by navigating to Options >> Settings & Defaults >> Export Data.


Each major section of your account data is available for export.

Documents have to be manually backed up one at a time and there is not a way to bulk export documents at this time. 

In addition to account data, all of the reports can also be exported to a spreadsheet program:


If you do not need to globally export all data running a report and exporting may be more helpful. The Summary report is often used for this purpose because it can be filtered by date range, person, project, client, etc.

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