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.

Recommended Reports to Download

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.

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• Helpful for workforce records and historical reference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