Q1. How do I export data in Juan?
Go to a transaction list view → filter or search for the records you need → click the arrow icon beside the records → select Export Records.
Q2. How do I export reports in Juan?
Head over to Reports to learn how to export reports for your organization.
Q3. How do I back up my organization’s data?
Export your transactions from each transaction list view, as described in Q1, and your reports from Reports, as described in Q2.
Save the exported files in a secure location outside Juan.
Back up regularly, especially after closing a financial year or before you stop using an organization.
Notes:
Some exports and features are only available on a paid plan. See Plans and Add-ons.
Free Plan organizations with no transactions for 540 days are deactivated and later permanently deleted. To back up your data before this happens, see Inactive Organizations: Deactivation, Deletion, and Data Backup.