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

# Workspace data export

> Download a complete copy of your workspace as a zip of CSV files

Workspace admins can request a full export of a workspace's data from **Settings → Data export**. The export is prepared in the background and delivered as a single zip of CSV files covering feedback and snippets, contacts and accounts, labels, roadmap items and votes, surveys, interviews and transcripts, and reports.

This is different from the per-page [CSV exports](https://docs.monterey.ai/export.md), which download the snippets or feedback matching your current filters. A workspace data export includes everything in the workspace.

## Request an export

1. Go to [Settings → Data export](https://insights.reforge.com/w/default/settings/data-export).
2. Click **Request export**.

The export runs asynchronously. Depending on the size of your workspace it takes a few minutes to an hour. You can leave the page; the status in the **Exports** table updates automatically while an export is in progress.

When the export finishes, you get:

* An email with a link to the Data export page.
* An in-app notification with a **Download** button.

> [!NOTE]
>
> Each workspace can request **one export per 24 hours**. The **Request export** button is disabled while an export is in progress or until the next export is available, and the page shows when that is. A failed export doesn't count toward the limit, so you can request again right away.

## Download an export

Completed exports appear in the **Exports** table on the Data export page with the time requested, who requested it, status, file size, and the date it is available until. Click **Download** on a row to get the zip file. Every admin in the workspace can see and download any export, not only the person who requested it.

The file is named `<workspace>-data-export-<YYYY-MM-DD>.zip`.

> [!WARNING]
>
> Exports are available for **7 days** after they complete. After that the file is deleted and the row's status changes to **Expired**. Request a new export if you need the data again.

### Export statuses

| Status | Meaning |
| :- | :- |
| **Queued** | The export has been requested and is waiting to start. |
| **Preparing** | The export is running. The percentage shows how much data has been written. |
| **Ready** | The export is complete and can be downloaded. |
| **Expired** | More than 7 days have passed since the export completed. The file has been deleted. |
| **Failed** | The export could not be completed. You can request a new one immediately. |

## What's in the export

The zip contains a `README.md` describing each file and its row count, plus the CSV files below. All files are UTF-8 CSV with a header row. Dates are in `MM/DD/YYYY` format (UTC). IDs are stable across files, so you can join them (for example, `Feedback ID` in `snippets.csv` matches `ID` in `feedback.csv`).

Large tables are split into numbered files of about 100,000 rows each (for example `snippets-001.csv`, `snippets-002.csv`). Each part has its own header row; together they make up the whole table.

> [!NOTE]
>
> Cells that start with `=`, `+`, `-`, or `@` are prefixed with `'` so spreadsheet apps don't run them as formulas.

### Feedback and snippets

| File | Contents |
| :- | :- |
| `feedback.csv` | One row per piece of feedback: **ID**, **Title**, **Description**, **Contact Name**, **Contact Email/ID**, **Category**, **Tags**, **Projects**, **Date**, **Source**, **Custom Fields**. **Custom Fields** holds any custom data imported with the feedback as a JSON object. |
| `snippets.csv` | One row per snippet: **Feedback ID**, **Source**, **Date**, **Snippet ID**, **Content**, **Contact Name**, **Contact Email/ID**, **Category**, **Tags**, **Projects**, **Status**, **Custom Fields**. **Feedback ID** links to `feedback.csv`. **Custom Fields** repeats the parent feedback's custom data. |

### Contacts and accounts

| File | Contents |
| :- | :- |
| `customers.csv` | One row per contact: **ID**, **Name**, **Email/ID**, **External ID**, **External Source**, **Account ID**, **Account Name**, **Tags**, **Created At**. **Account ID** links to `accounts.csv`. Enabled custom contact fields (see [Metadata](https://docs.monterey.ai/metadata.md)) appear as extra columns after **Created At**. |
| `accounts.csv` | One row per account: **ID**, **Name**, **Domain**, **Description**, **External ID**, **Contract Value**, **Created At**. Enabled custom account fields appear as extra columns after **Created At**. |

### Labels

| File | Contents |
| :- | :- |
| `labels.csv` | Your label taxonomy: **ID**, **Name**, **Description**, **Type**, **Applies To**, **Group**, **Parent Group**, **Created At**. **Type** is one of Category, Tag, Project, Competitor, Persona, Contact Tag, or Roadmap. Snippet and feedback rows reference labels by name. |

### Roadmap

| File | Contents |
| :- | :- |
| `roadmap.csv` | One row per roadmap item, including items not published to your [portal](https://docs.monterey.ai/public-portal.md): **ID**, **Title**, **Description**, **Status**, **Priority**, **Published to Portal**, **Published At**, **Portal Votes**, **Imported Votes**, **Linked Feedback**, **Created At**. AI-suggested items still awaiting review are not included. |
| `roadmap_votes.csv` | One row per vote on a roadmap item: **Roadmap Item ID**, **Roadmap Item Title**, **Contact ID**, **Contact Name**, **Contact Email/ID**, **Source**. **Source** is `Portal` for votes cast in your portal and `Imported` for votes brought in by CSV import. **Contact ID** links to `customers.csv`. |

### Surveys

| File | Contents |
| :- | :- |
| `surveys/surveys.csv` | One row per survey: **ID**, **Title**, **Description**, **Type**, **Status**, **Launched At**, **Ended At**, **Created At**, **Responses**. |
| `surveys/questions.csv` | One row per survey question: **Question ID**, **Survey ID**, **Order**, **Type**, **Question**, **Required**, **Options**, **AI Summary**, **Deleted**. Questions removed after responses came in are included with **Deleted** = Yes. |
| `surveys/responses.csv` | One row per survey response: **Response ID**, **Survey ID**, **Respondent Name**, **Respondent Email/ID**, **Started At**, **Completed At**, **AI Summary**. Responses received over the survey's quota are not included. |
| `surveys/answers.csv` | One row per answer: **Response ID**, **Survey ID**, **Question ID**, **Question**, **Answer**. Welcome and thank-you screens are not included. |

### Interviews

| File | Contents |
| :- | :- |
| `interviews/interviews.csv` | One row per AI interview: **ID**, **Title**, **Description**, **Type**, **Status**, **Launched At**, **Ended At**, **Created At**, **Responses**. |
| `interviews/goals.csv` | One row per interview goal (a topic the interviewer covered): **Goal ID**, **Interview ID**, **Order**, **Type**, **Goal**, **Example Question**, **AI Summary**. |
| `interviews/responses.csv` | One row per interview participant: **Response ID**, **Interview ID**, **Respondent Name**, **Respondent Email/ID**, **Started At**, **Completed At**, **Sentiment**, **Language**, **AI Summary**. |
| `interviews/transcripts.csv` | One row per spoken or typed turn, in order: **Response ID**, **Interview ID**, **Recording ID**, **Turn**, **Speaker**, **Goal**, **Message**, **Timestamp**. **Speaker** is `Interviewer` or `Participant`. Tool calls and UI events are not included. |

### Reports

| File | Contents |
| :- | :- |
| `reports/reports.csv` | One row per [custom report](https://docs.monterey.ai/custom-reports.md): **ID**, **Title**, **Type**, **Summary**, **Generated Content**, **Filters**, **Shared With Workspace**, **Created At**, **Completed At**. **Summary** and **Generated Content** are the AI-written parts of the report. **Filters** is the report's dataset definition as JSON. Charts are computed live in the product and are not included. |
| `reports/report_snippets.csv` | Which snippets each report covers as of the export date, one row per report and snippet: **Report ID**, **Snippet ID**. Reports without filters (covering all your data) are left out, since their snippets are already in `snippets.csv`. |

## Permissions

Only workspace **Admins** can request, view, and download workspace data exports. Members see a message that only admins can export workspace data. See [Team roles](https://docs.monterey.ai/security/team-roles.md).


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