Downloading and Saving Your Data from Aloha

Downloading and Saving Your Data from Aloha

This article outlines best practices for downloading and securely saving your data from Aloha for recordkeeping, audits, reporting, or general reference. We recommend periodically exporting key reports to ensure you have local copies of important information.

You can download your data from Aloha in the form of reports.  For instructions on how to export reports as well as best practices for each report in Aloha, please refer to:  AlohaABA Reports.

We suggest exporting the following and saving them together in a password-protected ZIP folder (you may also download additional reports as needed):

Appointment List Report

  • Provides a complete list of all appointments scheduled in Aloha

  • Useful for historical scheduling records and appointment tracking

Billing Ledger Reports

  • Includes all billable appointments processed through Aloha

  • Captures payments posted and billing activity

  • Recommended for financial records and reconciliation

Staff List

  • Contains a list of all staff members in your Aloha account

  • Helpful for workforce records and historical reference

Client List

  • Includes all clients in your system

  • Useful for maintaining client records and internal documentation

Optional: Forms

If you used Forms (Aloha's internal session notes):

  • Navigate to Forms > Generate Forms to download copies of session notes stored in the system

  • If you use an integrated data collection platform, exports must be completed directly through that platform’s website

  • Navigate here for more information on Generating Forms

Data Security Best Practices

  • Store exported files in a secure, password-protected location

  • Limit access to authorized personnel only

  • Retain data in accordance with your organization’s recordkeeping and compliance requirements


If you have questions about exporting reports or need assistance locating specific data, please contact Aloha Support (support@alohaaba.com).

    • Related Articles

    • All Reports

      There are many different reports that you can run to view your organization's data. Below is a breakdown for what information you can find in each of our reports. How to use reports: Select Report Name Select parameters Click “GENERATE” to generate ...

    • Frequently Used Reports

      Here is a quick guide to the most frequently used reports within our system. Start by using the icon to see a list of the available reports in Aloha. We recommend using the star icon to favorite the reports you use the most often. All reports can be ...

    • Generating Forms

      There are several reasons why you might want to generate a download of the forms/session notes that have been created in AlohaABA. An audit is the scariest example. If you have been asked to provide copies of your session notes created in Aloha's ...

    • API Reports and Capabilities

      An API (short for Application Programming Interface) is basically a messenger that lets two computer systems talk to each other and share information — kind of like a server in a restaurant (you tell your server what you'd like to order; the server ...

    • Aloha Security Enhancement (Multi-Factor Authentication)

      Aloha is implementing an important security enhancement for Multi-Factor Authentication. To strengthen the security of your accounts, your site will be required to enable Multi-Factor Authentication (MFA). MFA adds an extra layer of protection by ...