> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/getting-started-and-settings/data-and-settings/export-data.md).

# Export Data

## Overview

Trustform supports two types of data export:

* **Portfolio export (Excel / XLSX)** — exports essential information about all profiles in the system
* **Profile export (PDF or ZIP archive)** — exports all data entered in a specific profile

Use portfolio export when you need a general overview of all profiles. Use profile export when you need a full record for one specific profile.

{% hint style="info" %}
Make sure that any exported data is stored securely and processed in accordance with your internal data protection policies.
{% endhint %}

## Portfolio export (Excel / XLSX)

This export is generated from the **Data Export** section and contains essential information about all profiles in the system. To export portfolio data:

{% stepper %}
{% step %}

#### Open the Data Export section

Click your user icon in the top-right corner of the page and select **Data Export** from the menu.

<figure><img src="/files/7JwevdE1MpsAix45bzwV" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### **Generate the export file**

Click **Generate File** to start the export process. A new task with the current date and the status **Processing** appears in the **All Exports** table.

<figure><img src="/files/lPaMSOShGr67gadDf5AG" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Download the export file

Trustform automatically processes the data. Once ready, the status changes to **File Ready**, and the **Download** button becomes available.

<figure><img src="/files/vEl4GPWlon20rpjFJRra" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Make sure the exported file is stored safely on your device and processed in accordance with your internal data policies.
{% endhint %}
{% endstep %}
{% endstepper %}

### Export history

{% hint style="info" %}
You can view your previous exports in Trustform.
{% endhint %}

Go to the **Data Export** page and open the **All Exports** table to view and download all files that have been generated in the past.

### Current Limitations

The exported data is limited to the most essential client information.  Custom configuration of exported data fields is not currently available.

**The exported file does not include:**

* Entities connected to the main account (for example, directors or shareholders)
* Account opening documentation or other attachments
* Ownership structure charts

## Profile export (PDF / ZIP archive)

This export is available from a profile and contains the full set of data entered in that profile.

**Available formats**

When exporting a profile, you can choose one of the following formats:

* **PDF** — downloads a document containing all data entered in the selected profile
* **ZIP archive** — downloads the same PDF document together with all files uploaded to the selected profile

**To export a profile:**

1. Open the required profile
2. Click **Export Profile**
3. In the opened window, choose the export format:
   * **PDF**
   * **ZIP archive**

<figure><img src="/files/KI00rFof147MXQg9mJi1" alt=""><figcaption></figcaption></figure>

### Frequently Asked Questions (FAQs)

<details>

<summary>The task status in the All Exports table has been Processing for a long time and does not change to File Ready. The Download button is unavailable.</summary>

Data processing may take several minutes depending on the volume of information. Try checking back after a short while or refresh the page (F5).

</details>

<details>

<summary>Can I extend the scope of exported data and add extra fields?</summary>

Export customisation is not currently available in the Trustform interface. However, you can contact the Trustform team to request additional data fields – we will review your request and aim to support it where possible.

</details>