---
title: Exporting data
category: reporting
order: 5
lastUpdated: 2026-06-08
featureAvailability: GA
roles: [admin, district-admin, facilitator]
navigationPath: Reports → (any report) → Export  •  Reports → Scheduled exports
relatedArticles: [procurement/data-ownership-exports, reporting/audit-reports, student-management/ferpa-exports]
---

## At a glance

- **Who uses it:** Anyone who needs AmplifyED data outside AmplifyED — into Excel, a district data warehouse, or a parent inspection request.
- **When to use it:** Ad-hoc CSV exports for one-off questions; scheduled exports for recurring reports; FERPA dossier for parent requests.
- **Permissions required:** Facilitators can export their own caseload; admins can export school-wide; district admins can export across schools.
- **Navigation path:** Reports → any report → Export, plus Reports → Scheduled exports.

## Export paths

### Ad-hoc CSV

Any report in the Reports section has an **Export CSV** button in its toolbar. The export honors whatever filter is currently applied (date range, school, facilitator, status). Limit: 10,000 rows per export — narrow filters if you need more.

### Scheduled exports (Growth and above)

Have a report delivered automatically:

1. **Reports → Scheduled exports → New**.
2. Pick a base report (e.g. **Cases overview**) and a filter.
3. Pick a cadence (weekly, monthly).
4. Pick recipients (email addresses; comma-separated for multiple).
5. Pick format (CSV or PDF).
6. **Save**. The first delivery goes out at the next cadence boundary.

[SCREENSHOT: reports-scheduled-export-form]
_Reports → Scheduled exports → New form with weekly cadence selected and two recipients._

### Per-student FERPA dossier

For a parent inspection request, use **Students → open student → Export record** instead of the report exports. This produces a FERPA-formatted ZIP with PDF + CSVs. See [FERPA exports](/help/student-management/ferpa-exports).

### Audit log export

Filter the audit log, then **Export CSV**. See [Audit reports](/help/reporting/audit-reports).

## Tips & best practices

- Use scheduled exports for routine deliverables (Monday morning case-load summary) so they happen automatically.
- Choose **PDF** for human-readable deliverables (board meetings) and **CSV** for further processing.
- Restrict recipients to monitored district inboxes — exports often contain student names.

## Common mistakes

- Emailing a CSV export from a personal inbox to a personal email — that copy is outside the audit trail.
- Setting a scheduled export to a personal email that will churn when staff change roles.

## Related articles

- [Data ownership & exports](/help/procurement/data-ownership-exports)
- [Audit reports](/help/reporting/audit-reports)
- [FERPA exports](/help/student-management/ferpa-exports)

## FAQ

**Is there a row limit on scheduled exports?**
Scheduled CSV exports are not capped at 10k like ad-hoc — they paginate as needed. PDF exports are summary-formatted and meant for human reading rather than full-row dumps.

**Can I schedule an export to two different recipients on different cadences?**
Yes — create two scheduled exports with the same base report and different settings.