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Exporting Account Data

Learn how to export your account data, including client information, notes, files, and Data for Impact data.

Written by Simon Taylor
Updated this week

Follow these steps to export your account data in Rehab Guru:

Navigating to Export Data

  • Click on Account>Billing & Data from the side toolbar.

  • In the left-hand toolbar, click on Export.


​Accessing the Export option from the Account page

Exporting Data

  • You will see several blue buttons that allow you to export different types of data:

  • Export Client Data

  • Export Notes and Forms

  • Export Files
    ​

  • Click on the respective blue button to export the data type you need.

Exporting Data for Impact Integration

  • If you are using the Data for Impact integration, there is a dedicated icon for exporting this data.

    Exporting Data for Impact data

  • Click on the Data for Impact export button to retrieve and download this data.

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