Exporting data
Almost every table in Momentumpro has an Export button. Use it for ad-hoc analysis, audits, migrations or feeding other systems.
Where to find Export
Look for the Export button in the top-right of any table — Employees, Invoices, Tickets, Attendance Records, etc.
Export formats
- CSV — universal, opens in Excel, Google Sheets, anything.
- Excel (xlsx) — formatted, with column types preserved.
- PDF — formatted for printing or sharing as a document.
What gets exported
Whatever's currently visible:
- All rows that match your current filters.
- All columns that are currently shown (toggle column visibility before exporting).
So to get everything: clear filters, show all columns, then export.
Bulk vs single
For large exports (10k+ rows):
- The export runs in the background.
- You get an email with a download link when it's ready.
- The link expires after 7 days for security.
Scheduled exports
For recurring exports (e.g. monthly invoice list to your accountant):
- Set up the filters.
- Save view → Share with: [accountant's email].
- Schedule report — pick CSV format and monthly cadence.
The accountant gets the file in their inbox each month.
API exports (Enterprise)
For programmatic access:
- Generate an API token under Profile → API tokens.
- Use the REST API to query any resource.
- Paginate through results.
API documentation lives at https://yourorg.momentumpro.pro/api/docs.
Audit log of exports
Who exported what is logged:
- Reports → Audit log → filter type=Export.
Useful for confirming data has actually been pulled by an external auditor, and for catching unusual export patterns.
Privacy note
Exporting includes data the exporting user can see. If a user can only see their own department, the export contains only their department.