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Bulk Export

Export data from Kuviq for backup, analysis, or migration.

Overview

Bulk export allows you to:

  • Backup your data
  • Analyze in external tools
  • Migrate to other systems
  • Create reports
  • Archive records

Supported Exports

What Can Be Exported

Data TypeDescription
ItemsAll item data
InspectionsInspection records and results
LocationsLocation hierarchy
UsersUser information
Corrective ActionsAction records
ReportsGenerated reports
Audit LogsActivity history

Export Formats

Available Formats

FormatBest For
CSVData processing, imports
Excel (.xlsx)Analysis, viewing
JSONSystem integration
PDFReports, archiving

Format Comparison

FeatureCSVExcelJSON
EditableYesYesYes
Human readableLimitedYesLimited
Large dataBestGoodGood
RelationshipsFlatMultiple sheetsNested
Import compatibleYesYesDepends

Exporting Items

Quick Export

  1. Go to Items
  2. Apply filters (optional)
  3. Click Export
  4. Choose format
  5. Download

Export Options

OptionDescription
All itemsEvery item in system
FilteredCurrently visible items
SelectedChecked items only

Item Export Fields

Standard fields included:

  • Item ID
  • Name
  • Item Type
  • Location
  • Status
  • Serial Number
  • Manufacturer
  • Description
  • Created Date
  • Last Inspection
  • Custom Fields

Custom Field Export

Custom fields export automatically:

  • Named by field name
  • Values as stored
  • Empty if not set

Example CSV Output

id,name,itemType,location,status,serialNumber,manufacturer,createdAt,lastInspection
item_001,Fire Extinguisher A1,Fire Extinguisher,Building A,available,FE-2024-001,Kidde,2024-01-10,2024-06-15
item_002,First Aid Kit B2,First Aid Kit,Building B,available,FAK-2024-002,Johnson,2024-01-11,2024-06-14

Exporting Inspections

Inspection Export

  1. Go to Inspections or Reports
  2. Filter by date, item, location
  3. Click Export
  4. Choose format and options
  5. Download

Inspection Fields

FieldDescription
Inspection IDUnique identifier
ItemItem inspected
TemplateInspection template used
InspectorWho performed
Date/TimeWhen performed
ResultPass/Fail
Element ResultsEach element's result
NotesInspector notes
AttachmentsReference to files

Including Element Details

Option to include:

  • Each element as column
  • Or nested/separate sheet
  • With individual results

Date Range Selection

Export inspections by:

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom range
  • All time

Exporting Locations

Location Export

  1. Go to Admin > Locations
  2. Click Export
  3. Choose format
  4. Download

Location Fields

  • Location ID
  • Name
  • Parent Location
  • Address
  • Item Count
  • User Count

Hierarchy Representation

Hierarchy shown as:

  • Parent column (reference)
  • Full path column
  • Indentation (Excel)

Exporting Users

User Export

  1. Go to Admin > Users
  2. Click Export
  3. Choose format
  4. Download

User Fields

FieldIncluded
User IDYes
NameYes
EmailYes
RoleYes
StatusYes
LocationsYes
Last LoginYes
PasswordNo (never)

Privacy Considerations

  • Passwords never exported
  • Consider data sensitivity
  • Follow organization policies

Exporting Corrective Actions

Action Export

  1. Go to Corrective Actions
  2. Filter as needed
  3. Click Export
  4. Choose format
  5. Download

Action Fields

  • Action ID
  • Title
  • Item
  • Priority
  • Status
  • Assignee
  • Due Date
  • Created Date
  • Completed Date
  • Notes

Export Settings

Common Options

SettingDescription
Include headersFirst row as headers
Date formatISO, Local, Custom
Empty valuesBlank or "N/A"
EncodingUTF-8, UTF-16

Date Formats

FormatExample
ISO 86012024-01-15T10:30:00Z
Local01/15/2024 10:30 AM
CustomJan 15, 2024

Large Exports

For large datasets:

  • May take time to generate
  • Email when ready (optional)
  • Download link provided
  • Compressed automatically

Scheduled Exports

Setting Up Scheduled Export

  1. Go to Admin > Export or Reports
  2. Configure export settings
  3. Click Schedule
  4. Set frequency
  5. Add recipients
  6. Save

Schedule Options

OptionDescription
DailyEvery day
WeeklySpecific day
MonthlySpecific date

Delivery Options

  • Email attachment
  • Download link in email
  • Cloud storage (if configured)

Data Backup

Full Data Export

For backup purposes:

  1. Go to Admin > Data Management
  2. Click Export All Data
  3. Select data types
  4. Generate export
  5. Download archive

Backup Contents

Full backup includes:

  • All items
  • All inspections
  • All users
  • All configuration
  • Relationships preserved

Backup Format

  • ZIP archive
  • JSON files inside
  • Complete data structure
  • Re-importable

Export API

Programmatic Export

For automation:

GET /api/v1/items/export?format=csv
GET /api/v1/inspections/export?format=json&from=2024-01-01

API Parameters

ParameterDescription
formatcsv, xlsx, json
fromStart date
toEnd date
filterFilter criteria

Best Practices

Regular Backups

  1. Schedule weekly exports
  2. Store securely
  3. Test restore process
  4. Retain historical backups

Before Major Changes

Export before:

  • System updates
  • Configuration changes
  • Data cleanup
  • Migration

Data Security

  1. Secure storage - Protect exported files
  2. Encryption - Encrypt sensitive exports
  3. Access control - Limit who can export
  4. Clean up - Delete old exports

Export Organization

  1. Use consistent naming
  2. Include dates in filenames
  3. Document export contents
  4. Maintain file structure

Troubleshooting

Export Takes Too Long

Try:

  • Smaller date range
  • Fewer fields
  • Filter to reduce data
  • Off-peak hours

Export Fails

Check:

  • Network connection
  • Browser settings
  • File size limits
  • Try different format

File Won't Open

Check:

  • Correct application
  • File not corrupted
  • Re-download
  • Try different format

Data Looks Wrong

Check:

  • Date format settings
  • Encoding (UTF-8)
  • Special characters
  • Excel auto-formatting

Next Steps