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

# Exporting Data

> Download reports and data in Excel format for external use

## Overview

IntelAGENT allows you to export your data in Excel format for accounting, record-keeping, or external analysis.

## Available Exports

### Claims Export

Export your claims data with filters:

* Date range
* Status (all, submitted, paid, rejected)
* Facility
* Patient

### Remittance Advice Export

Download RA data including:

* Payment details
* Claim-by-claim breakdown
* Explanation codes

### Revenue Report

Export revenue summaries:

* Daily totals
* Monthly totals
* Yearly summaries

## How to Export

<Steps>
  <Step title="Navigate to Reports">
    Go to **Reports** > **Excel Export**
  </Step>

  <Step title="Select Report Type">
    Choose the type of data you want to export
  </Step>

  <Step title="Configure Filters">
    Set date range and any additional filters
  </Step>

  <Step title="Generate Report">
    Click **Generate** to create the export
  </Step>

  <Step title="Download">
    Click **Download** when the file is ready
  </Step>
</Steps>

## Export Format

All exports are in Excel (.xlsx) format with:

* Header row with column names
* Data rows
* Summary totals where applicable

## Column Descriptions

### Claims Export Columns

| Column        | Description          |
| ------------- | -------------------- |
| Claim ID      | Unique identifier    |
| Patient Name  | Full patient name    |
| Health Card   | OHIP number          |
| Service Date  | Date of service      |
| Billing Codes | Comma-separated list |
| Billed Amount | Total claimed        |
| Paid Amount   | Amount received      |
| Status        | Current claim status |

## Scheduled Exports

Set up automatic exports:

1. Go to **Settings** > **Scheduled Reports**
2. Select report type and frequency
3. Enter email address for delivery
4. Save schedule

<Note>
  Scheduled exports are available on Standard and Premium plans only.
</Note>

## Data Retention

Exported data is available for download for 30 days. After that, generate a new export.