Exporting overview

Exporting lets you download your Slant data for use in other tools, reporting, or backup purposes. Export to CSV format for maximum compatibility.

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What can be exported

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Why export?

Common reasons to export data:

• Reporting — Create custom reports in Excel or other tools
• Backup — Keep offline copies of your data
• Analysis — Perform analysis outside Slant
• Sharing — Share data with colleagues or partners
• Migration — Move data to another system
• Compliance — Provide data for audits or records requests

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Export methods

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Quick export

Export directly from list views:

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Full export

Export all data from settings:

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Filtered export

Export specific records:

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Export formats

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CSV (default)

Comma-separated values file:

• Opens in Excel, Google Sheets, Numbers
• Universal compatibility
• Easy to manipulate

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Excel (XLSX)

Native Excel format:

• Preserves some formatting
• Multiple sheets for related data
• Better for complex exports

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What’s included

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Standard fields

Exports include all standard Slant fields:

• Record ID
• Created/updated timestamps
• All data fields for the record type
• Related record references

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Custom fields

Your custom fields are included:

• Custom field name as column header
• Current values for each record

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Related data

Choose whether to include:

• People within households (for client export)
• Tasks associated with records
• Notes on records

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Data security

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Export permissions

Only users with appropriate permissions can export:

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Handling exported data

Remember that exported data:

• Contains sensitive client information
• Should be stored securely
• May be subject to compliance requirements
• Should be deleted when no longer needed

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Common export scenarios

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Client list for mail merge

Export client data for marketing:

1. Filter clients by criteria (tier, tag, etc.)
2. Export with name and address fields
3. Use in Word mail merge or similar

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Task report

Export tasks for team reporting:

1. Filter tasks by date range, assignee, status
2. Export to CSV
3. Create pivot tables or charts in Excel

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Data backup

Regular backup of all data:

1. Go to Settings → Data
2. Export all data types
3. Store securely
4. Repeat on schedule

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Compliance request

Provide data for an audit:

1. Determine what data is needed
2. Filter to relevant records/time period
3. Export requested data types
4. Review before sharing

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Export best practices

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Filter first

Don’t export more than you need:

• Use filters to narrow results
• Export only relevant columns
• Reduces file size and sensitive data exposure

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Verify before sharing

Review exports before sending:

• Check data looks complete
• Remove any unnecessary columns
• Verify no sensitive data is exposed

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Secure storage

Handle exports carefully:

• Don’t email unencrypted
• Store on secure drives
• Delete when no longer needed
• Know your retention requirements

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Document exports

Track your exports:

• What was exported
• When and why
• Who received it
• When to delete

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Troubleshooting

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Export takes too long

For large exports:

• Try exporting in smaller batches
• Filter to reduce record count
• Exports process in background for large sets

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File won’t open

If the CSV won’t open correctly:

• Try opening with text editor first
• Check for encoding issues
• Use “Import” function in Excel rather than double-clicking

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Missing data

If exported data seems incomplete:

• Check your filters
• Verify you have permission to see all records
• Some fields may only export for certain record types

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Next steps