The various methods and use cases for exporting data from Trovata have been summarized below.
Table of Contents
101: Basic Exports
Basic Exports are designed for user-friendly, ad hoc, and spreadsheet-based data extraction within Trovata. These options are ideal for users who need access to data for reporting, analysis, or review without requiring technical integration or development work.
Grid Mode: Enables quick, point-in-time downloads directly from module views, making it best suited for targeted analyses on a defined subset of data (such as a specific period, account set, or general search result).
Workbooks: Support larger, period-based exports with optional automation, providing a reliable way for users to extract balance and transaction data into spreadsheets for ongoing reporting needs.
Grid Mode 
Grid Mode is a method of data extraction within Trovata is intended to be used as a convenient way to download data that can be used for a "point in time" task, report, analysis, or search that is focused on a subset of your data.
Examples:
Balances module Grid Mode of all banks/accounts
Transactions module Grid Mode of prior month's data
The resulting download is best utilized for data related to that specific task, and is not as often used for extensive data extraction (i.e. months or years worth of data).
Workbooks is a useful data extraction tool for period based intervals that require automation around the data extraction. Workbooks is capable of extracting large amounts of data at once, however, is not the preferred method to automate data extraction programmatically, especially if the goal is to store the data into an external database. Workbooks is great for non-technical users that need a reliable method to extract raw transaction and balance data from Trovata for use in their own spreadsheets. Trovata recommends to use quarter intervals for exporting purposes to avoid the possibility of browser instability.
201: Advanced Exports
Advanced Exports are intended for technical teams that require scalable, automated, and programmatic access to Trovata data. These tools are best suited for system integrations, data pipelines, and data intelligence reporting use cases.
Developer APIs: Allow IT teams to securely integrate Trovata data into external systems, data warehouses, and applications using structured JSON, supporting large-volume transfers and real-time data access.
The Trovata Developer APIs and application model allows for IT to integrate the data from the Trovata instance into their other business systems through reliable and scalable interfaces that can provide large volume data transfer. The data is formatted in JSON and can be used to programmatically automate the seeding of data warehouses, update downstream applications with point in time data, and provide a real time status of the data that is available within Trovata. In addition, for applications that support API connections as data sources, it can provide a streamlined way for data visualization applications to interact with Trovata data.
The below guides explore various developer portal workflows that support downstream systems: