Export Flows

Export Flows let you schedule recurring exports of platform data to email or WhatsApp recipients.

What Export Flows do

Export Flows automate the admin of client reporting. Instead of manually downloading data, formatting a spreadsheet, and emailing it to your client every week, you set up an export flow once and it runs automatically.

At the scheduled time, the system:

Pulls data from the selected collection for the configured time period
Formats it into a PDF table with the fields you chose
Sends it to your recipients via email or WhatsApp

Your client gets a professional-looking report without you lifting a finger.

Available collections

Export flows can pull data from:

Licence Disc Scanning
Patrol Events
People and Roster
Schedules
Access Control
Licence Plate Checks
Agent Groups
Group agent skill outputs (when a collection matches a skill)

Create an export flow

Choose a collection

Select the data set you want to export.

Apply filters

Filter by staff or site where relevant. For example, export only data from a specific site for a specific client.

Select fields

Choose the fields to include. You can export up to 8 fields per flow.

Add recipients

Enter recipient names and delivery channels (email or WhatsApp).

Set schedule

Choose daily, weekly, or bi-weekly delivery and select the timezone and send time.

Common patterns

Pattern	Configuration
Weekly access control report	Collection: Access Control, Filter: Site = "Client Estate", Schedule: Weekly Monday 9am, Recipient: client@example.com
Daily patrol summary	Collection: Patrol Events, Filter: Site = "Office Park", Schedule: Daily 6am, Recipient: ops-manager@company.com
Monthly incident report	Collection: Reports, Filter: Area = "CBD", Schedule: Monthly 1st 8am, Recipient: WhatsApp to security director
Group agent outputs for client	Collection: Group Agent Outputs (Incident skill), Filter: Feed = "Client Ops", Schedule: Weekly, Recipient: client@example.com

What the export looks like

Recipients receive an email with an attached PDF. The PDF contains:

A header with the export name and date range
A table with the fields you selected
Rows for each record that matched your filters

The format is designed to be dropped on a client's desk or forwarded without modification.

Export flows are ideal for recurring client reports and audit trails. For real-time notifications, use Alert Flows instead.

Where export flows apply

Export flows can be configured for most business tools and report data, including:

Alert Flows