## Documentation Index

Fetch the complete documentation index at: [/llms.txt](https://docs.m3ter.com/llms.txt)

Use this file to discover all available pages before exploring further.

You can quickly set up and run a one-off, ad-hoc data export containing operational data of selected entities in your Organization - such as Bills, Prepayments/Commitments, Accounts, and Balances. The data export will contain the operational data for the selected entities at the time the export runs.

**Important!**

- **Reviewing Operational Data Export Options**. Before attempting to run and ad-hoc operational data export, please review the options available for controlling the data the export will contain - see [Working with Operational Data Export Schedules](https://docs.m3ter.com/guides/data-exports/creating-operational-data-export-schedules#working-with-operational-data-export-schedules).
- **Data Export Entity Schema!** You can review the details of export schema for each entity available for operational data export - see [Data Export - Entity Schema and Relationship Diagram](https://docs.m3ter.com/guides/data-exports/data-export-object-relationship-diagram).

## Creating and Running an Ad-Hoc Operational Data Export

**To create and run an ad-hoc Operational Data export:**

1. Select **Data exports**:

The **Data exports** page opens.

2. On the **Export schedules** panel, select **Run ad-hoc export**. The **Run ad-hoc export** page opens.
3. Enter the **Ad-hoc export details**:

- **Destinations**. Use the drop-down to select the Export destinations to be used for the ad-hoc data export:
     - Select a destination.
     - If _No options_ shows in the drop-down, you must first create at least one destination before you can set up an ad-hoc data export - see [Creating and Managing Export Destinations](https://docs.m3ter.com/guides/data-exports/creating-data-export-destinations).
     - Alternatively, if you simply want to download the data export file locally, _do not select_ a Destination. See [Downloading Data Export Files Locally](https://docs.m3ter.com/guides/data-exports/downloading-data-export-files-locally) for more details.
   - **Export file format**. Select the format you require for the data export files:
     - **CSV**. (_Default_).
     - **JSONL**.

4. Under **Ad-hoc export data**:
   - **Source type**. Select the **Operational data** option. The page adjusts to allow you to select a **Time period** for the export and the **Operational data entities** you want the export to contain.

5. **Time period**. Define a time period using an _inclusive start date/time_ to define the period you want the ad-hoc data export to cover and control the range of operational data that the export will contain. Only data created or modified from the specified start date/time until _now_ - where this means _the date/time the Export runs_ - will be included. As well as allowing you to set a custom start, several preset options are available:
   - **Custom**. Use the calendar selector to specify a start date/time.
   - **Today**. Data for the current day up until now.
   - **Week**, **Month**, or **Year to date**. Data for the period covering the current week, month, or year up until now.
   - **Last 12 hours**. Data collected for the twelve hour period prior to when you make the selection up to now.
   - **Last 7**, **30**, **35**, **90**, or **120 days**. Data for the selected number of days prior to when you make the selection up until now.
   - **Last year**. Data for the full year prior to when you make the selection up until now.
   - **All Time**. Unrestricted and the export contains all the operational data available for selected entities up until now. (_Default setting_)

When you select the **Time period**, the inclusive start date is shown in brackets. For example, if **Today** is selected on June 9th 2025:

6. Under **Operational data entities**, select the plus icon and use the pop-up to select the entities whose data you want to include in the ad-hoc export:
   - **Accounts**
   - **Account Plans**
   - **Aggregations**
   - **Balances**
   - **Balance Transactions**
   - **Bills**
   - **Bill line items**
   - **Charges**
   - **Prepayments/Commitments**
   - **Compound Aggregations**
   - **Contracts**
   - **Meters**
   - **Plans**
   - **Plan Groups**
   - **Plan Group Links**
   - **Plan Templates**
   - **Pricing**
   - **Pricing Bands**
   - **Products**
   - **Transaction Types**

**Tip: Exporting data for all entities?** If you want to export the operational data for all entities, use **Select all**.

7. Select **Add**. The selected entities are added to the **Ad-hoc export details**.
8. When you have entered all details for the ad-hoc data export, select **Run ad-hoc export**:

- In this example for an ad-hoc export to run on May 15th 2025, we’ve selected to include the operational data for any **Accounts** and **Bills** created or modified in the previous week to be included.

An Export job is scheduled for the ad-hoc operational data export and you can check if the job succeeded on the **Export jobs** page - see [Reviewing Export Jobs](https://docs.m3ter.com/guides/data-exports/reviewing-export-jobs).