Preview and export

Preview a data document, run an export, and manage an email-export schedule.

Open a saved document from Data documents > Documents.

Preview the result

1. Open Preview.

2. Run the preview.

3. Confirm the columns.

4. Review representative rows.

5. Compare the result with the document fields and conditions.

An empty preview can be valid when no records match the conditions. Review Issues and Conditions before you change the document.

Review usage

Open Usage to understand where the document is referenced when usage information is available. Review dependencies before you remove or rename fields.

Export the document

1. Save the latest changes.

2. Open Preview.

3. Select the export action.

4. Confirm the export request.

5. Open Recent Exports or Export history.

Export processing can continue after you leave the builder. Use export history to confirm the final status.

Schedule an email export

Use the schedule action when the document supports email delivery.

1. Open the schedule form.

2. Enter the recipient and delivery values requested by the form.

3. Select a frequency or enter a custom cron expression.

4. Review the human-readable schedule.

5. Save the schedule.

Share exported data only with approved recipients. Confirm the document fields before you add an email address.

Pause or resume an export schedule

Open the schedule list in the builder, then select the pause or resume control for the required schedule. Confirm the resulting state before you leave the page.

Review recent exports

Open Recent Exports to inspect exports for the current document. Select an export to open its detail.

Use Export history to investigate exports across documents.