Download your clinic's data

Your clinic's data is always yours. Clinic admins can download any of it as a spreadsheet that opens in Excel, Numbers or Google Sheets, with people's names rather than codes.

Go to Clinic Settings → Data & exports and choose Download data.

Download a spreadsheet

1. Under Dates, choose All time, Last 30 days, Last 12 months, This year, or Pick dates to set your own range.
2. Find the data you want and tap CSV next to it. The file downloads right away.

What you can download

The list is grouped into People, Boards, Patient care and Team & learning, and only shows tools your clinic uses. Depending on your tools, it includes:

• Team roster and Groups
• Settings activity: who changed what in Clinic Settings
• Tasks, Labs, On the Way, Calendar and Schedule
• Records requests and the Directory of rDVM and partner contacts
• Hospital patients, Form responses, Team Forms, Logs, Follow Ups, Stock Requests and Equipment service history
• Drug Log: the full controlled substance ledger, including voided entries
• Chores history, Training sign-offs, SOPs and QA reviews
• Clinic Feed posts, Kudos and Tug of War polls

Each row in the list has a one-line description of what's inside.

Good to know

• Team roster and Groups always show the current list, whatever dates you pick.
• In Kudos, anonymous senders stay anonymous.
• Every download is recorded under People → Activity.
• You can also download the team roster straight from Team members with the Roster button.