The platform stores data that can be reviewed directly within the application for most day-to-day needs. Where you need formatted outputs, external analysis, or automated distribution, several mechanisms are available.

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Most data screens include an Export button. You can export either the records currently visible on screen or all records matched by the active filter. The output is an Excel file, with a limit of 50,000 records per export. This is the quickest option for ad hoc extracts and one-off analysis.

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When a process runs, it can generate a calculation log containing the data retrieved and used during execution. To download it, open the relevant Process Execution record and click the Calculation Log link. This is most useful when data has been extracted as part of a controlled process rather than directly from a screen.

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Processes can be configured to produce formatted reports built from worksheets in the process logic workbook. Reports can include tables, charts, and graphs, and are generated automatically when the process runs. The report file is available in the Process Execution Reports panel of the Process Execution record. Process reports support CSV, TXT, Excel, and PDF output formats and can be distributed automatically by email.

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Processes can also be configured to generate XML output using an XSL transform. The resulting file is available for download from the Process Execution record and can be attached to outgoing email. See Creating XML Output for the configuration procedure.

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The platform provides secure access to data through its OData interface, which allows external tools to connect directly to your instance and retrieve data for reporting, dashboards, and analysis. Common tools include Microsoft Excel, Microsoft Power BI, Tableau, and Spotfire. OData is typically used for ongoing reporting and integration with external tools rather than one-off extracts.

Before using OData, Resources and access permissions must be configured. See Configuring OData Resources.