Generate and Edit Exports Manually

Goal

Run an export on demand, or edit an existing export's configuration, directly from the Exports overview screen.

For a description of this screen, see Exports: Overview.

Generating an Export

Run an export on demand and deliver the file to the configured destination without waiting for a scheduled execution.

Important

Export generation is asynchronous. Depending on the data volume, processing may take several minutes.

If the file does not appear at the destination, verify the export configuration and server settings.

Procedure

1. Go to Data Management > Exports.

2. Locate the export you want to run.

3. Click Generate in the Actions column.
   The system begins generating the export file and uploads it to the configured server location.

When to Use Manual Generation

Use manual generation when you need to:

• Access data immediately

• Validate a new export configuration

• Run an export outside its regular schedule

For recurring exports, configure an automation in Whiteboards or Automation, depending on which orchestration tool your system uses. Find more information here: Automate Regular Export Delivery

Editing an Export

Modify an existing export's configuration without creating a new export.

Important

Changes affect future exports only. Previously generated files remain unchanged.

If the export is used in automated workflows or data pipelines, validate significant changes before relying on the updated configuration.

Procedure

1. Go to Data Management > Exports.

2. Locate the export you want to modify.

3. Click Edit in the Actions column.

4. Update the configuration in the wizard and click Save.

See:

• Define a Simplified Data Export

• Define a Raw Data Export