Configure data exports

Published

July 4, 2026

Configure scheduled exports of platform datasets to cloud storage so that BI tools such as Tableau, Snowflake, and Looker can consume records (models), artifacts (findings), workflow metrics, and activity events.

Prerequisites

View data exports

  1. In the left sidebar, click Settings.

  2. Under Integrations, select Data Exports to view existing export configuration details or export run history:

Click the export row you want to view, or hover over it and when the menu appears, click it and select View Details.

Review the destination, schedule, datasets, and next run for that export.

  1. Hover over the export you want to inspect.

  2. When the menu appears, click it and select View Run History.

Review past runs with their status, start time, duration, rows exported, and files written.

Create data exports

  1. In the left sidebar, click Settings.

  2. Under Integrations, select Data Exports.

  3. On the Data Exports page, click Create Data Export.

  4. From the Datasets dropdown, choose which analytics datasets to export:

    • Artifact - Limitation
    • Artifact - Policy Exception
    • Artifact - Validation Issue
    • Custom artifact types3
    • Inventory Records
    • Custom inventory record types4
    • Record Activity5
    • Settings Activity6
  5. For Record Activity or Settings Activity exports, choose a rolling activity window: Last 30 days, Last 60 days, or Last 90 days.

  6. Click Next .

  7. Configure the cloud storage destination and output settings:

    • Destination Type — Choose Amazon S3, Google Cloud Storage, or Azure Blob Storage (when available).
    • Access Key ID — Select the secret that holds the access key or equivalent credential.
    • Secret Access Key — Select the secret that holds the secret key or equivalent credential.
    • Bucket — Enter the bucket or container name (example: my-analytics-bucket).
    • Output Path — Optionally edit the path template. The default exports/{dataset}/{year}/{month}/{day}/{timestamp} produces paths like exports/models/2026/02/13/1771000840.parquet.
    • Format — Choose Parquet, CSV, or JSON Lines.
    • Test Connection (optional) — Click to verify the destination can be accessed.
  8. Click Next .

  9. Set how often to export:

    • Schedule — Choose the frequency: Every hour, Every 12 hours, Daily, or Weekly.
    • Time (UTC) — Choose the time of day in UTC (example: 12:00 AM).
  10. Click Create Data Export.

3 Any custom artifact types defined for your organization also appear in the datasets dropdown and can be exported.

Learn more: Manage artifact types

4 Any custom inventory record types defined for your organization also appear in the datasets dropdown and can be exported.

Learn more: Manage inventory record types

5 Record Activity exports record-level audit events, such as comments, workflow status changes, field updates, document changes, artifact updates, and test-result updates. Use this dataset for compliance reporting or record audit trails. Record Activity supports Last 30 days, Last 60 days, or Last 90 days window filtering.

Learn more: View record activity

6 Settings Activity exports organization-level settings and configuration audit events as CSV files, such as changes to roles, users, workflows, record configuration, artifact configuration, governance settings, document settings, webhook secrets, and page layouts. Settings Activity requires a Last 30 days, Last 60 days, or Last 90 days window so scheduled runs do not export the full audit history each time.

Learn more: View settings activity

The export is created and runs on the schedule you set. Data is written to the configured path in your cloud storage so BI tools can read it.

Manage data exports

  1. In the left sidebar, click Settings.

  2. Under Integrations, select Data Exports to edit existing export configurations, disable or enable exports, or delete configured exports:

  1. Hover over the export you want to change.

  2. When the menu appears, click it and select Edit.

  3. Adjust selected datasets, export destination, or export schedule, then click Save Changes.

  1. Hover over the export you want to pause or restart.

  2. When the menu appears, click it and select Disable or Enable, depending on the current setting.

The export stops or starts running depending on the action you take.

ImportantDeleting a data export configuration is permanent.

Data you exported previously will remain in the cloud storage destination unchanged.

  1. Hover over the export you want to remove.

  2. When the menu appears, click it and select Delete.

  3. In the confirmation dialog, click Yes, Delete Export to confirm deletion.

Run data exports manually

  1. In the left sidebar, click Settings.

  2. Under Integrations, select Data Exports.

  3. Hover over the export you want to run.

  4. When the menu appears, click it and select Run Now.

A one-off export runs in addition to the scheduled runs. The status for a run is shown on the export configuration row or in the run history.

What’s next

  • Use your BI tool to connect to the same bucket and path to build reports from the exported datasets.
  • Ensure credentials stay valid by rotating secrets when required and updating the export configuration if you change secrets.7