Export Options in Essential ERM
There are two main export formats available depending on the data you need and your user role:
1. Enterprise Risk Console Export
This export captures exactly what is shown on the screen in the Enterprise Risk Console.
Includes a snapshot of visible risk data in a single-tab Excel file
Data is exported as displayed (based on filters and visible columns)
How to export:
Navigate to the Enterprise Risk Console
Click the download icon in the top-right corner
Select “Export to Excel”
Note: This export is primarily for quick reviews or sharing summaries of current views.
2. Full Data Export (Multi-Tab Format)
This more robust export includes multiple tabs and richer metadata, including the relationships between records (e.g., risks, mitigations, action plans).
Optimized for use in tools like Power BI and Tableau
Fully human-readable for reviewing or preparing reports
Includes unique IDs for joining records (e.g., Risk ID, Root Cause ID)
How to export:
Go to Admin → Generate Export File
Choose to export:
A specific portfolio
All portfolios as individual files
All portfolios in a single combined file
Click Export
The system will generate the file and send a download link via email
3. Exporting Vote Results
You can also export vote data directly from a vote’s detail screen.
How to export vote data:
Go to the Vote Details screen
Click the menu button (top right corner)
Select “Export Vote Data”
The file will include:
A multi-tab Excel sheet
Full voting results
Votes cast by each individual participant
Notes and Permissions
Only Admin Users and Power Users can access full data export from the Admin panel.
Only Admin Users can export votes and generate export files from the vote screen.
The exported files are Excel (.xlsx) format.