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Documentation Index

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The Data Exports page (/settings/exports) allows authorised users to initiate data export requests, monitor their processing status, and download completed export files.

Overview

The page is gated behind pf.export_requests.view via PermissionGate. It renders a DataTable of export requests sourced from the pf_export_requests Supabase table, showing export type, format, entity types, status (pending / processing / completed / failed), and requested timestamp. When exports have a pending or processing status a Refresh button appears. Users holding pf.export_requests.create see a New Export button that opens ExportRequestForm. Completed exports show a Download action that generates a signed URL from the pf-exports storage bucket. Rows can be deleted, removing the history entry without affecting any imported records.

Who it’s for

Requires permission pf.export_requests.view. Creating exports also requires pf.export_requests.create.

Before you start

  • Ensure you hold pf.export_requests.view; otherwise a lock icon and access-denied message are shown.
  • For new exports, you also need pf.export_requests.create.

Steps

1

Open Data Exports

Navigate to /settings/exports. The table lists all previous export requests for your organisation.
2

Request a new export

Click New Export (requires pf.export_requests.create). Complete the ExportRequestForm dialog, selecting the export type, format, and entity types.
3

Monitor status

Pending and processing exports show animated status badges. Click Refresh to poll for updates.
4

Download a completed export

When status changes to completed, click the download icon in the Actions column. A signed URL is generated from the pf-exports storage bucket and opens in a new tab.
5

Remove an export history entry

Click the trash icon in the Actions column and confirm. The row is removed from history; downloaded files are not affected.

Key concepts

Requests progress through pendingprocessingcompleted or failed. Processing is performed asynchronously; the page does not auto-poll — use the Refresh button.
Download links are signed for 1 hour (3600 seconds) via Supabase Storage. If a link expires, re-open the download action to generate a fresh URL.
Format values are displayed in uppercase (e.g., CSV, XLSX). The available formats depend on the export type selected.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/export/pages/ExportHistoryPage.tsx
  • src/platform/export/hooks/useExportRequests.ts