How to Export Data

Use this workflow to create and download a CSV export from an allowed PAX table.

When to use this workflow

Use this workflow when an admin or executive needs a CSV export for controlled analysis, reconciliation, migration review, or support.

Exports can contain sensitive tenant business data. Share exported files only through approved channels.

Before you start

You need:

• admin or executive access.
• The table name you need to export.
• A reason for exporting the data.
• Email Configuration if you want an email notification when the export is ready.

Screen path

Dashboard > System Settings > Operations > Data Exports

Steps

1. Open System Settings.
2. In Operations, select Data Exports.
3. Choose a table from Select Table.
4. Optional: check Check here to receive an email once it's ready.
5. Select Export as CSV.
6. Wait for the export started message.
7. Watch Recent Exports or select Refresh.
8. When the file appears, select Download.
9. Store and share the CSV according to company policy.

What happens behind the scenes

PAX verifies the selected table is in the server-provided list of allowed exportable tables. Blocked sensitive tables are not offered for export.

The export runs asynchronously. PAX reads the selected table, formats rows as CSV, writes a temporary CSV file, and lists it in Recent Exports.

If the email option is selected, PAX sends an export-ready email to the current user's email address when possible.

Files are automatically deleted after 24 hours. Download validation prevents directory traversal and only serves files from the export directory.

Related docs

• Data Exports Overview
• System Settings Overview
• Email Configuration Overview