> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# (Automatic) Exports

> Export bookings, customers, invoices, and more as CSV or Excel, once or automatically at fixed intervals.

With the export function in anny, you export your data in a structured way: either as a one-time export at the click of a button or as an automatic export schedule that sends data to a defined destination at fixed intervals. This way, you regularly provide booking overviews, customer lists, or invoice data to your team, your accounting, or external partners.

<Info>
  Export schedules are limited by plan: Essential 1, Professional 3, Business 5, Enterprise 12. One-time exports are available without limit in all plans.
</Info>

## How does the export system work?

The export system in anny distinguishes two modes:

* **One-time export:** You trigger an export directly. anny creates the file immediately and makes it available for download.
* **Export schedule:** You configure an automatic export that is created and sent to a destination at a defined interval (daily, weekly, or monthly).

You find both modes in the left sidebar under **Exports**. There you see two sections:

* **Exports:** overview of all completed exports with status and download option.
* **Export schedules:** overview of all active automatic export configurations.

Use **+New** to create a new one-time export or a new export schedule in either section.

## When do I use this?

* **You regularly need a booking overview for your team or management:** configure a weekly or monthly export schedule with the relevant filters.
* **You work with external partners (for example, catering, cleaning):** automatically send daily exports with filtered booking data by email.
* **You need data for accounting:** export invoices, orders, or customer lists at regular intervals.
* **You quickly need an up-to-date file:** use the one-time export for ad-hoc reports.
* **Not suitable for:** PDF invoice export (there is a separate invoice export for that) or real-time data connections (use webhooks or the API for that).

## Relationship with other features

| Feature        | Relationship                                                          |
| -------------- | --------------------------------------------------------------------- |
| Add-on options | Add-on groups can be shown as separate columns in the booking export. |
| Communities    | Booking exports can be filtered by community.                         |

## Settings & options

### Export types

| Export type   | Description                                          |
| ------------- | ---------------------------------------------------- |
| Bookings      | All booking data including custom fields and add-ons |
| Orders        | Order overview with payment status                   |
| Invoices      | Tabular invoice data (not PDF)                       |
| Customers     | Customer master data and custom fields               |
| Vouchers      | Discount codes with redemption status                |
| Booking codes | Booking package codes with usage status              |

### Export formats

| Format | Description               |
| ------ | ------------------------- |
| CSV    | Comma-separated text file |
| XLSX   | Excel file                |

### Column selection

| Option             | Description                                          |
| ------------------ | ---------------------------------------------------- |
| All columns        | Exports all available data fields                    |
| Configured columns | Only selected columns (can be composed individually) |

<Tip>
  Use "Configured columns" to export only the relevant data. You can add custom fields, add-on groups, and customer attributes as separate columns.
</Tip>

### Filters (booking export)

With the booking export, you can narrow down the results in advance:

| Filter               | Description                             |
| -------------------- | --------------------------------------- |
| Resources            | Only bookings of specific resources     |
| Group                | Filter by resource group                |
| Services             | Filter by booking option/service        |
| Status               | For example, only confirmed bookings    |
| Communities          | Only bookings from specific communities |
| Additional options   | Filter by booked add-ons                |
| Check-In / Check-Out | Filter by check-in or check-out status  |

### Export schedule: configuration

An automatic export schedule consists of four areas:

| Area               | Settings                                                |
| ------------------ | ------------------------------------------------------- |
| General settings   | Name, description, notifications (toggle)               |
| Interval           | Daily, weekly, or monthly + time + weekdays             |
| Content            | Export type, export format, filters, columns            |
| Export destination | One or more destinations (email, FTP, implicit FTP, S3) |

### Destination types

| Type         | Description                                         |
| ------------ | --------------------------------------------------- |
| Email        | Export is sent as an attachment to an email address |
| FTP          | Upload to an FTP server                             |
| Implicit FTP | Upload to an FTPS server                            |
| S3           | Upload to an S3-compatible cloud storage            |

## Real-world examples

<AccordionGroup>
  <Accordion title="A coworking space sends a weekly booking overview to management">
    Management wants to receive an up-to-date overview of all confirmed bookings for the coming week every Monday morning.

    <Steps>
      <Step title="Create an export schedule">
        Open **Exports** in the left sidebar. Switch to **Export schedules** and click **+New**.
      </Step>

      <Step title="General settings">
        Give it the name "Weekly booking overview" and optionally turn on **Notify** to receive a confirmation with each export.
      </Step>

      <Step title="Configure the interval">
        Choose **Weekly**, enable **Monday** as the weekday, and set the time to 07:00.
      </Step>

      <Step title="Define the content">
        Choose export type **Bookings** and export format **CSV**. In the filter, set the status to **Confirmed** and select the relevant resources.
      </Step>

      <Step title="Add a destination">
        Under **Export destination**, click **+ Create**. Give it the name "Management", choose **Email** as the destination type, and enter the email address. Click **Save**.
      </Step>

      <Step title="Save the export schedule">
        Click **Save**. The export schedule appears in the overview and now runs every Monday at 07:00.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="A venue informs the catering partner daily about booked add-on options">
    The catering partner should receive a list of today's bookings with booked catering add-on options every morning.

    <Steps>
      <Step title="Create an export schedule">
        Open **Exports** > **Export schedules** > **+New**.
      </Step>

      <Step title="General settings">
        Give it the name "Daily catering overview".
      </Step>

      <Step title="Configure the interval">
        Choose **Daily** and set the time to 06:00.
      </Step>

      <Step title="Define the content">
        Choose export type **Bookings** and export format **CSV**. Under columns, choose **Configured columns** and add only booking number, period, resource, and the catering add-on group.
      </Step>

      <Step title="Add a destination">
        Create an email destination with the catering partner's address.
      </Step>

      <Step title="Save">
        Click **Save**. The partner now receives the relevant overview daily at 06:00.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Can I edit an export schedule later?">
    Yes. Open **Exports** > **Export schedules**, click the schedule you want, and adjust the interval, content, or destination. The changes apply from the next scheduled export.
  </Accordion>

  <Accordion title="How long are one-time exports available for download?">
    One-time exports remain available for download in the export overview for 3 days. After that, the file is deleted.
  </Accordion>

  <Accordion title="Can I set multiple destinations for one export schedule?">
    Yes. You can add several destinations under **Export destination**. The export is sent to all configured destinations at the same time.
  </Accordion>

  <Accordion title="Which columns are available in the export?">
    In addition to the standard columns, you can add custom fields, add-on groups, and customer attributes as separate columns. To do so, choose the **Configured columns** option under Content.
  </Accordion>

  <Accordion title="Do one-time exports count against my plan limit?">
    No. Only active export schedules are limited. You can run one-time exports without limit.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="My automatic export contains no data">
    Check the filters in the export schedule. Often a too-narrow time period filter or a status filter is set that returns no matches at export time. Adjust the filters and run a one-time export with the same settings as a test.
  </Accordion>

  <Accordion title="The email with the export does not arrive">
    Check the email address stored in the destination. Also look in the spam folder. If you use an external address, make sure the mail server does not block emails from anny.
  </Accordion>

  <Accordion title="Custom fields are missing in the export">
    Custom fields only appear if you choose the **Configured columns** option under columns and explicitly add the fields you want. With "All columns", only the standard data fields are exported.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> **UI path:** left sidebar > Exports > Exports (overview of all exports) or Export schedules (active automatic exports). New export: +New in the respective section.
>
> **Plan limits for export schedules:** Essential 1, Professional 3, Business 5, Enterprise 12. One-time exports are unlimited.
>
> **Export types:** Bookings, Orders, Invoices, Customers, Vouchers, Booking codes.
>
> **Destination types:** Email, FTP, Implicit FTP, S3.
>
> **Booking export filters:** Resources, Group, Services, Status, Communities, Additional options, Any (toggle), Check-In, Check-Out.
>
> **Column selection:** "All columns" or "Configured columns" (including custom fields, add-on groups, customer attributes).
>
> **Interval options:** Daily (time), Weekly (weekdays + time), Monthly (day + time). Available time chips: Tomorrow, Next month, and others.
>
> **Distinction from invoice export:** The "Invoice export" article covers the PDF export of individual invoices. This article covers the tabular data export (CSV/XLSX).
>
> **Distinction from DATEV integration:** DATEV accounting exports use a separate integration under Integrations > Accounting > DATEV and are not part of the export function described here.
>
> **Known limitation:** For series elements, custom fields can be missing in the booking overview (known behavior).