Data exports

Data and analyticsBask app

About Data exports

Export a filtered table, such as patients, orders, treatments or payments, to a file. Bask prepares it in the background and you download it from Export History.

What you can do with Data exports

  • Export a filtered table, such as Orders, Patients, Treatments or Payments, to a file from the page you already work in.
  • Bask prepares the file in the background. When it is ready, you download it from Analytics, then Export History.
  • Some tables, including Orders, ask whether to format timestamps in UTC or in your local time zone.
  • Export History shows each export's type, date and status: Processing, Completed, Partial or Failed. Hover over Partial or Failed to see why.
  • The Patients page exports with your browser's local time zone and does not ask about timestamps.

Set up Data exports

  1. Open the table you want, such as Orders, and set its filters.
  2. Select Export or the download icon.
  3. If asked, pick UTC or local timestamps.
  4. Open Analytics, then Export History when the notification says the export is done.
  5. Select the download icon on a completed file. You can download it again later.

Good to know

  • Your Data Exports plan decides which tables you can export. A lock icon marks an export outside your plan.
  • Patient exports also need permission to view patient health data.
  • Exportable tables include Patients, Treatments, Orders, Payments, Disputes, Resolution Queue, Affiliates and Coupons.
  • An empty table's download button is disabled and shows Nothing to export. If an export keeps failing, contact support.

Who it is for

Used by teammates with export permission, for the tables their Data Exports plan covers. It suits teams that check records in a spreadsheet or share a filtered list with colleagues.

How it installs

Added to your subscription