My tasks page allows you to schedule the export of scans records, subject to limits based on your paid plan. You can do this through FTP (file transfer protocol), SFTP (secure file transfer protocol), Email, or Dropbox. At the end of June 2021, you will also be able to use Amazon S3 for both scan exports and photo uploads.
Scan records are exported as a CSV file, based on an Export Template. A template will allow you to choose which fields to export, the header labels, and the order of appearance. Also, you can customize the export using REGEX or select custom, pre-programmed formats. For example, you can have a clickable URL. Click here to learn more about creating an export template.
The Export Scans task has filters with several options, including scans filtered by date received (recommended), service, app-user, the scan’s status (valid/invalid/error), the scanning device(s), and other important filters.