Data Export Guide
Export your supervision data in various formats for reporting and backup
Overview
Supervision Studio allows you to export your supervision data at any time. Whether you need reports for BACB submission, backup copies of your records, or data for migration to another system, we make it easy to get your data.
Your Data, Your Control
You own your data. Supervision Studio is committed to data portability and making your information accessible whenever you need it.
Export Types
Report Exports
Formatted reports designed for submission and documentation:
Monthly Summary (PDF)
BACB-formatted monthly supervision summary with hours breakdown, supervisor attestation, and signature.
Final Fieldwork Report (PDF)
Comprehensive report of all supervision hours, competencies, and endorsements for certification applications.
Supervisor Verification Letter (PDF)
Formal letter from supervisor verifying supervision relationship and hours.
Data Exports
Raw data exports for backup or analysis:
Hours Log (CSV)
All supervision hours with date, duration, category, supervisor, and notes.
Competency Progress (CSV)
TCO6 competency tracking data with dates and verification status.
Full Account Export (JSON)
Complete data export including all hours, observations, contracts, and settings.
How to Export
Exporting Reports
- Go to Reports from the main menu
- Select the report type you need
- Choose the date range (period, month, or custom)
- Use PDF to print the current report view or CSV to download the spreadsheet export
Exporting Data
- Go to a signed or in-progress Period record
- Use Export PDF for the fieldwork report or attestation PDF
- Visit Documents to review supporting files that affect sign-off
- Use organization or privacy exports when you need a complete JSON account archive
Export Processing Time
Report CSV exports download immediately in your browser. PDF exports open the current period report or attestation in a new tab when they are available.
GDPR Data Request
Under GDPR and similar privacy regulations, you have the right to request a complete copy of all personal data we hold about you.
- Email privacy@supervisionstudio.com from the address on your account
- Use the subject line "Data Access Request"
- We verify your identity via your account email
- Your data package will be prepared within 30 days
- A secure download link is sent to your email
Tip: for most day-to-day needs you can self-serve your supervision data right now using the PDF, CSV, and JSON exports described above.
What's Included
GDPR exports include all personal data: account info, supervision records, communications, login history, and any data we've collected about you.
Data Portability
If you're migrating to another supervision tracking system:
- CSV exports work with most spreadsheet applications and can be imported into other systems
- JSON exports provide structured data suitable for technical migration
- PDF reports provide formatted documentation you can keep indefinitely
Best Practice
Download a full data export periodically as a backup, especially before major changes to your account or at the end of each supervision period.
Troubleshooting
Export not appearing?
Confirm the browser did not block a new tab or download. PDF exports open from the period page, and CSV exports download directly from the Reports screen.
CSV file looks wrong in Excel?
Try using "Import" instead of "Open" in Excel, and specify UTF-8 encoding. This ensures special characters display correctly.
Need older data?
All data since account creation is available for export. Adjust the date range to include historical records.
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