Data Export
Export your permit data for reporting, analysis, and sharing.
Plotwise allows you to export permit data in various formats for reporting, analysis, or sharing with team members and clients.
Export Options
Quick Export
Export visible data quickly:
- Navigate to Watchlist, Portfolio, or Radar
- Apply any filters (optional)
- Click "Export" button
- Choose format
- Download begins
Selective Export
Export specific permits:
- Select permits using checkboxes
- Click "Export Selected"
- Only checked permits included
Export Formats
CSV (Comma-Separated Values)
Best for:
- Spreadsheet analysis
- Database imports
- Custom processing
Characteristics:
- Plain text format
- Opens in Excel, Google Sheets
- Universal compatibility
- Smaller file size
Excel (XLSX)
Best for:
- Direct spreadsheet use
- Formatted reports
- Sharing with clients
Characteristics:
- Native Excel format
- Preserves formatting
- Multiple sheets possible
- Larger file size
PDF Reports
Best for:
- Client presentations
- Printed reports
- Official documentation
Characteristics:
- Formatted layout
- Company branding
- Read-only format
- Print-ready
Exported Data Fields
Standard Fields
Every export includes:
| Field | Description |
|---|---|
| Permit Number | Official record number |
| Status | Current permit status |
| Type | Permit category |
| Description | Work description |
| Address | Property location |
| Filed Date | When permit was submitted |
| Last Updated | Most recent activity |
Extended Fields
Optional fields available:
| Field | Description |
|---|---|
| Valuation | Project value |
| Square Footage | Project size |
| Contractor | Licensed contractor |
| Owner | Property owner |
| Fees | Total fees due |
| Priority | Your assigned priority |
| Tags | Your applied tags |
Custom Field Selection
Choose which fields to export:
- Click "Export Options" or gear icon
- Select/deselect fields
- Reorder columns (drag and drop)
- Save preferences for future exports
Export by Feature
Watchlist Export
Export your tracked permits:
- All watchlist permits
- Or filtered/selected subset
- Includes your notes and tags
- Shows tracking history
Portfolio Export
Export auto-discovered permits:
- Permits matching conditions
- Condition that matched
- Discovery date
- Tracking status
Radar Export
Export market intelligence:
- New permits in area
- Contact information
- Distance from center
- Company details
Contacts Export
Export your contact directory:
- Contact details
- Associated permits
- Activity history
- Notes
Scheduling Exports
Automated Reports
Set up recurring exports (Professional/Enterprise):
- Go to Settings → Reports
- Click "Schedule Export"
- Configure:
- Data source (Watchlist, Portfolio, etc.)
- Filters to apply
- Format (CSV, Excel, PDF)
- Frequency (daily, weekly, monthly)
- Recipients (email addresses)
- Save schedule
Report Delivery
Scheduled exports are delivered via:
- Email attachment (small files)
- Download link (large files)
- Cloud storage integration (Enterprise)
Data Privacy
What's Exported
Exports include:
- Public permit information
- Your private notes and tags
- Your organization's data only
What's NOT Exported
Protected information:
- Other organizations' data
- Internal system fields
- Deleted/archived permits
Note: Exported data reflects the current state at time of export. For historical snapshots, schedule regular exports.
Large Exports
File Size Limits
| Plan | Max Permits | Max File Size |
|---|---|---|
| Starter | 1,000 | 10 MB |
| Professional | 10,000 | 100 MB |
| Enterprise | Unlimited | Unlimited |
Handling Large Datasets
For very large exports:
- Apply filters to reduce dataset
- Export in batches by date range
- Use CSV format (smaller than Excel)
- Contact support for bulk exports
Integration Export
API Access
Programmatic data access:
- REST API endpoints
- Real-time data
- Webhook notifications
- Custom integrations
See API Documentation for details.
Third-Party Integrations
Export to connected systems:
- CRM platforms
- Project management tools
- Accounting software