Three ways to move records out: a file when you need one, a report that emails itself, and a key another program uses to read your registers.
PDF on every plan (a small FieldTec footer on Core, clean from Pro), CSV from Pro, Excel and Word on Enterprise. The file holds exactly what's on screen, filters and sort order included.
Where: Any register → Export
Who can: Register: View
Investigations, work orders, hazard assessments and FLHAs each have Download PDF and, on Enterprise, Download Word side by side.
Where: Record → Download
Who can: Module: View
Click a heading to sort, again to flip. Blanks always go last; status sorts by urgency.
Where: Any table heading
Who can: Everyone
One zip of every photo on an incident, inspection or observation, or a whole period's.
Where: Record → Download all photos
Who can: Module: View
A report that emails itself on a schedule, and read-only API keys for chosen registers.
Where: Account → Data Export
Who can: Company Admin (Enterprise)