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Exporting Account Data

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

Simon Taylor avatar
Written by Simon Taylor
Updated over 7 months ago

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

Navigating to Export Data

  • Click on Account from the top toolbar.

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

Accessing the Export option from the Account page


​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

Exporting client data, notes, and files using the blue buttons


​Exporting client data, notes, and files using the blue buttons

  • 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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