Export Check Templates¶

Export your check templates to an enrichment datastore to query them for reporting, share them with other teams, or keep them as a backup. The export writes every check template to one table in the enrichment datastore you pick.

Permissions

Users with the Manager or Admin role can export check templates. The destination must be an enrichment datastore.

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Export Check Templates appears only when your organization has at least one check template and at least one enrichment datastore.

Steps¶

Export the Templates¶

Step 1: Click Library in the left side panel. The Library page opens.

Step 2: Click Export Check Templates at the top right. The Export Check Templates dialog opens and shows how many check templates will be exported.

Step 3: In Enrichment Destination, select the enrichment datastore that will receive the templates.

Step 4: Click Export. The dialog shows Export in motion, and the templates reach the enrichment datastore within a couple of minutes.

Export on a schedule

To export the templates automatically, for example every night, add a Global Export action with Check Templates to a Flow with a Schedule trigger. The action can export every template or only the ones you pick.

Follow the Export¶

The export runs as a Global Export operation in the enrichment datastore you selected.

Step 1: Click View operation in the dialog, or open the enrichment datastore's Activity tab. The export's run shows its progress and whether it succeeded.

Step 2: To stop an export in progress, click Abort on the run. To export the templates again into the same datastore, click Rerun on a finished run. See Runs Available Actions.

Acting on a Global Export run follows the same rule as starting one: users with the Manager or Admin role can abort, rerun, or delete a check template export, whatever their team permission on the enrichment datastore.

Empty exports do not refresh the snapshot

If there are no check templates to export, the run ends with Failure and leaves any previous export in place. Its message confirms that the snapshot was not refreshed. A Flow running this export also fails and skips its downstream actions.

Review the Exported Templates¶

The templates land in a container named _export_check_templates. It appears in the enrichment datastore as soon as the export finishes, and Qualytics profiles it, so no Sync is needed. From the export's run in the Activity tab, View Results opens the datastore's list already narrowed to it.

Step 1: Open the enrichment datastore you selected. In the datastore tree, the Enrichment filter chip narrows the list to enrichment datastores.

Step 2: Open the Tables tab, or Files on a file-based datastore, and filter by Purpose set to Export.

Step 3: Click _export_check_templates, shown with the Export badge. It has no writing datastore, because check templates belong to the whole organization rather than to one datastore.

Step 4: To download the rows as a CSV file, open the container's Data Preview tab. The preview shows up to 100 rows, so the file holds at most 100 rows. For a complete copy, query _export_check_templates in the enrichment datastore directly.

No import step

Qualytics does not read the exported table back in. To reuse a template on another datastore, add a check from it in Library instead.