Overview
Tab Path: Utilities > Export Data
Export Data gives users a controlled way to move information out of QBM when analysis, sharing, or migration support is needed.
Good export practice matters because people often rely on exported files for business review outside the system.
Main Screens
| Screen | Tab Path | Use It For |
|---|---|---|
| Export Data | ||
| Utilities > Export Data | ||
| Choose the data you want to export and create the output file. |
How It Works
- Users should choose the right dataset and only the needed scope so exported files remain useful and manageable.
- Exports are especially helpful before migration, review meetings, or outside analysis in spreadsheets.
Recommended Workflow
- Open Export Data and choose the information you need to export.
- Apply any filters or scope choices that reduce unnecessary rows.
- Choose the export destination and file type if prompted.
- Review the output before sharing it more widely.
Best Practice
- Export only what is needed for the actual business purpose.
- Protect files that contain sensitive business or employee data.
- Keep file naming clear so users can identify which export is the current one.