Data Export

Export organization data in various formats

Export organization data for reporting, backup, or migration purposes.

Export Types

Data Type	Formats
Members	CSV, Excel, JSON
Events	CSV, Excel
Courses	CSV, Excel
Transactions	CSV, Excel
CPD Records	CSV, Excel

Export Options

Member Export

• All members or filtered
• Select fields to include
• Include membership history
• Include CPD records

Acceptance Criteria

Frontend

• Member Export workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Member Export as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Event Export

• All events or filtered
• Include attendee lists
• Include ticket sales
• Include attendance data

Acceptance Criteria

Frontend

• Event Export workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Event Export as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Financial Export

• Date range selection
• Transaction types
• Include tax breakdown
• Xero-compatible format

Acceptance Criteria

Frontend

• Financial Export workflow is implemented in the UI as described.

Backend / API

• Backend behavior supports Financial Export as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Scheduled Exports

Configure automatic exports:

• Daily, weekly, or monthly
• Email delivery
• Cloud storage (S3, Google Drive)

Features

Data Export

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Implementation Contracts

Backend (API)

POST   /api/exports/members                  # Export members
POST   /api/exports/events                   # Export events
POST   /api/exports/transactions             # Export transactions
POST   /api/exports/cpd                      # Export CPD records

GET    /api/exports                          # List exports
GET    /api/exports/{id}/download            # Download export

POST   /api/exports/scheduled                # Create scheduled export
GET    /api/exports/scheduled                # List schedules