Getting data out: exports, the API and scheduled reports

Export any register

Every register has an Export button. PDF is on every plan: on Core it carries a small “Generated with FieldTec Compliance” footer, and from Pro the PDF is clean. CSV comes with Pro, and Excel and Word with Enterprise. A format your plan doesn't include shows with a padlock that links to the plans, and the file itself is refused if its link is typed in directly. The file holds exactly what's on screen — the filters you've set are applied and printed into the file, so nobody mistakes a filtered list for the whole thing. CSV is plain rows for importing into another program; registers with several sections (like Action items) get a Section column.

One record as a PDF or a Word file

An incident's investigation record, a work order, a hazard assessment and a field level hazard assessment each have Download PDF and, on the Enterprise plan, Download Word side by side. Both hold the same record, built from the same data; the Word copy is the one to edit or paste into your own report. Every exported document carries your company's logo top right. Certificates stay PDF-only, because a ticket has to arrive exactly as it was issued.

Scheduled reports

Account → Data Export → Scheduled reports (Company Admin, Enterprise). Pick a register, a file type, when it goes, and who gets it — tick “Send it to me too” and add any other email addresses. It's sent on behalf of the admin who set it up, so it only ever holds what that person could export themselves; if they stop being a Company Admin, or the company leaves Enterprise, it stops sending and records why. Pause or delete it any time from the same list.

API keys for other compliance programs

Account → Data Export → API keys (Company Admin, Enterprise). Make a key, tick which registers it may read — incidents, action items, certificates, observations — and copy it straight away: it's shown once and never again. Give it to the other program's administrator. Every call it makes is logged. Deactivate stops it immediately, and Activate turns it back on.

Where settings live now

Each module's everyday tabs come first. Builders, types and settings sit behind the Setup button at the end of the tab row — press it to see them, and Done to come back. Nothing moved out of its module; it's just out of the way until you need it.