User journey: Self-serve data export

**Persona:** Enterprise Admin **Scenario:** Export usage data for quarterly compliance audit

Persona: Enterprise Admin Scenario: Export usage data for quarterly compliance audit

Journey stages

Discover ──▶ Configure ──▶ Execute ──▶ Retrieve ──▶ Verify

Goal: Learn that exports exist and whether they meet compliance needs.

Step	Touchpoint	User feeling	Docs/UX
Opens dashboard Settings	Dashboard UI	“Is there an export here?”	Settings nav
Sees Export section	Settings page	“Yes, this looks right.”	Export section with description
Checks format options	Export settings	“CSV works for our auditor.”	Format dropdown

Goal: Set up the export with correct parameters.

Step	Touchpoint	User feeling	Docs/UX
Selects date range	Date picker	“I need Q1 data.”	Calendar widget
Chooses columns	Column selector	“We only need usage columns.”	Multi-select with search
Sets schedule (optional)	Schedule picker	“I’ll run this quarterly.”	Frequency dropdown
Adds webhook URL	Webhook field	“Our compliance tool can receive this.”	URL input with HTTPS validation

Goal: Trigger the export and confirm it starts.

Step	Touchpoint	User feeling	Docs/UX
Clicks Create Export	Submit button	“Did it work?”	Loading state + confirmation
Sees job created	Job status page	“OK, it’s queued.”	Status: queued with ETA
Gets confirmation email	Email	“I’ll come back when it’s done.”	Email with job ID

Goal: Get the file and deliver it to the auditor.

Step	Touchpoint	User feeling	Docs/UX
Receives completion notification	Email / webhook	“Export is ready.”	Link to download page
Downloads file	Download page	“This is a lot of rows.”	Progress bar for large files
Verifies checksum	Download page	“File is intact.”	SHA256 checksum displayed

Goal: Confirm the data is correct and usable.

Step	Touchpoint	User feeling	Docs/UX
Opens file in spreadsheet app	Local app	“Columns match what I selected.”	Standard CSV format
Checks row count	Local app	“Matches the expected total.”	Row count in completion email
Files for audit	Email to auditor	“Done. Took 10 minutes.”	—

No webhook by default: 60% of users poll the API instead of receiving push notifications
Column selection not saved: Recurring exports lose custom column config
File size surprise: No warning before downloading a 2GB CSV