Export Document Data from Document Dashboard
QuoteCloud allows you to export document data for reporting, analysis, or external use. This guide explains how to export in CSV format.
FAQ – Exporting Document Data (QuoteCloud)
What is the purpose of the "Export Document Data" feature?
It allows users to export document-related data from the Document Dashboard into a CSV file, useful for reporting, analysis, or external usage.
What output type is generated when exporting document data?
The guide specifies that CSV format is used for the exported data.
Why would someone use this export function?
Exported data can be used for:
-
In-depth reporting and analysis,
-
Record-keeping,
-
Running custom dashboards,
-
Integrating with other tools like spreadsheets or BI platforms.
Where in the UI is this export action located?
This is performed via the Document Dashboard. The guide title ("Export Document Data from Document Dashboard") indicates that the export is initiated from that location.
Is this feature available in both Edge and Java Editions?
This documentation is part of the Edge Edition (“User Guide (Edge Edition)” is referenced), though an older version under the Java Edition is likely separate.
What other user guide topics might help understand or complement this feature?
-
For undo or recovery workflows, refer to how to restore documents from the Trash Bin:
-
To control which documents appear before exporting, see using document status filters:
Is there a way to automate or integrate this export without using the UI manually?
While the user guide page doesn’t detail this, QuoteCloud supports an API (referenced under “Build with our API”)—this suggests programmatic access may exist for document data export.
Does this feature handle large volumes or filtered data?
The guide doesn’t detail limitations, filtering, or pagination—it simply states you can export document data. For handling large datasets or filtering before export, API usage or other dashboard tools may be required.
Summary Table
| Question | Answer |
|---|---|
| Feature purpose | Export document data from Dashboard into CSV for analysis or external use. |
| Export format | CSV |
| Typical uses | Reporting, analytics, backup, integration with BI or spreadsheets |
| Access location on platform | Document Dashboard (Edge Edition) |
| Edition applicability | Edge Edition; Java Edition likely has separate but similar documentation |
| Related guide for recovery | Restore Documents from the Trash Bin |
| Related guide for filtering before export | Using Document Status Filters |
| Handling large datasets or complex filters | Not specified—possibly managed through API or other dashboard tools |