#Fundamentals #DataBackup #Admin

Cozero allows to create data exports & backups at various stages of the platform usage to increase security and autonomy on the client side. The following options to backup data are available as of now:

Full Data Backup

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Settings” on the left side of the Cozero platform dashboard
  • Step 3: Click on “Data export” and the Data Backup page opens
  • Step 4: You have the choice to either “Download all data” or “Download logs” Step 5: Choose "Download all data" to backup the entire customer dataset at Cozero as a JSON-file

Backup Customer Accounting / Log data

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Settings” on the left side of the Cozero platform dashboard
  • Step 3: Click on “Data export” and the Data Backup page opens
  • Step 4: You have the choice to either “Download all data” or “Download logs” Step 5: Choose "Download logs" to backup all client calculation data as a CSV-file

Export reports

  • Step 1: Log-in to the Cozero platform
  • Step 2: Click on “Log”
  • Step 3: Click on “Reports”
  • Step 4: Choose the report you want to export and click “Select” in the Action section on the right
  • Step 5: Select the “Location” and the timeframe for which you want to export the report
  • Step 6: Click on the printer button to print the current view of a report/graph or to export it as a PDF file