Data export
Export any job list to CSV whenever you want, filtered by agency, client, status or date — not just when you’re leaving. If you do ever cancel, you get 30 days to pull a complete export of everything yourself.
Data export shouldn’t be something you only think about on the way out the door. Trackr lets you export any filtered job list to CSV any time — by agency, client, status or date range — for your own reporting, backups, or handing information to a client.
If you do ever cancel, that’s separate from your day-to-day export: you get a full 30-day window afterward to self-serve export everything — jobs, defendants, attempts, notes, document records, repo reports, financial assessments, clients, invoices and your team roster, as a set of CSV files — through Agency Settings, no need to ask support for it.
Why exporting isn’t just an offboarding feature
It’s easy to think of data export as the thing you reach for on the way out the door, but most of the actual use in an agency happens well before that ever comes up. A client asking for a record of jobs completed in a given month, an accountant wanting the underlying figures behind an invoice run, or an agency simply wanting its own backup outside Trackr — all of these are ordinary, regular reasons to export a job list, not signs that something’s going wrong.
What it looks like in practice
Filter a job list by agency, client, status or date range, and export it to CSV — the same filtering an agency would already use to find jobs day-to-day, just with a download at the end of it instead of a screen full of results. There’s no waiting on support to run a report or pull records together; it’s available whenever you need it, for whatever slice of jobs you’re actually asking about.
How this differs from custom reports and analytics
Export and Trackr’s saved reports are solving different problems with the same underlying data. A report is a chartable view you keep inside Trackr to watch something over time — turnaround, volume, revenue. Export is for when you need the actual rows themselves, outside Trackr, to hand to someone else or work with in a spreadsheet. If the question is “can I see this trend,” that’s a report; if the question is “can I have the data,” that’s an export.
What happens if you ever leave
If an agency does ever cancel, day-to-day export access is separate from what happens next: there’s a full 30-day window afterward to self-serve export everything — jobs, defendants, attempts, notes, document records, repo reports, financial assessments, clients, invoices and the team roster — as a set of CSV files, through Agency Settings. No email to support required, no waiting on someone to package it up. An agency’s data staying genuinely portable, even after the relationship ends, is as much a part of this feature as the day-to-day CSV export is.