Overview
This article walks you through creating an Export Task from scratch. This article will focus on exporting a data file. To export documents, visit Creating Document Exports.
Creating a New Export
To create a new export:
Navigate to Data + Automations > Import + Export > Exports.
Click on the + button along the right-hand side.
Select Data, and click Confirm.
Selecting a Segment to Export
After creating the new export task, a sidesheet will appear for your new export. The first tab to display will be the Segment tab. On this tab, you will identify a pre-built segment of records you want to export.
Repeat Fields Based On
Select what each row represents to add a layer of customization to your reports. The default is the person record, but you can select from a list of objects. Other commonly chosen objects are applications, where each row represents an application, and test scores, where each row represents a test.
In addition to changing the Repeat Fields setting, you can add additional export filtering. For example, when repeating rows on applications, you can create a filter only to export applications with specific statuses for a particular term. You can also pull the latest application on their record or their first. These settings are found below the Repeat Fields settings.
Mapping
You can move to the Mapping tab after setting up the audience you want to export. This is where the bulk of your export work will take place.
Templates
Rather than manually adding columns to your export by hand, you can apply a pre-built template that automatically maps the Element451 fields. A list of system templates is available by default, or you can build your own.
In this article, we'll assume you are not using a template.
Simple Mapping
For some fields, the mapping will be simple. For example, when exporting the first name, you can click "Map to Field," search "First name," and select the first name field.
Advanced Mapping
Text fields, like First Name, require no additional setup. Fields with dates, dropdown fields, and application fields will need additional setup in the field's column settings—open column settings by clicking the 
at the right of each row. For more information on the column settings, check out our article on Column Setting Options for Exports.
Column Setting tabs include:
Scope: Defining what the column is related to, such as an application or milestone. Read more about Scopes.
Transformations: Transform the data as it leaves the system.
Validations: Ensuring data meets specific criteria before being exported.
Empty Values: Telling the system what to do with blank cells.
Configuration
The Configuration tab is where you decide where the export will be delivered and what the file will be named.
Source Settings
Filename: Determine how the file should be named. To add a timestamp within the file name, you can utilize date tokens, [date:now,format=m-d-Y,timezone=local]. For example, app_submits_[date:now,format=mdy,timezone=local].csv would export as app_submits_02272024.csv
Delimiter Character: Clarify how the data should be separated in the file. The default is Comma.
Extension: Clarify the file extension. The default is Comma Separated Values (.csv).
Export first row as a header: Decide if you want the first row of your export to be column headers. The default is toggled on.
Destination Settings
Email: A data export task will be delivered to the email address provided. The email will prompt you to Click to Download.
SFTP
Dropbox
Google Drive
Notification
The Notification tab allows you to receive an email notification regarding the export status. This is an excellent feature if a daily report gets dropped into the SFTP and you want to know if it delivered without logging into the SFTP.
Preview
The Preview tab will allow you to preview records in your export to confirm that everything looks good.
Run Export
After mapping and previewing the outgoing data, you are ready to move on to running the export task.
Click Run Export (if running immediately) or Schedule (if running on schedule). Schedules can mean a one-time run in the future or a repeated run.
Run History
The Run History tab shows the results of all runs executed by the export. Each run result will show the number of records exported by the run and the number of skipped rows in the data file. If a row is skipped, the results will show a warning. Read these warnings to understand why rows were skipped.