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Exporting data

Last updated 2026-06-08

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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.

Audit log export

Filter the audit log, then Export CSV. See 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.

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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.

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