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Exporting Reports

Export reports to PDF, Excel or CSV file formats.

Written by Hylet Pistorius

To view the reports section you need to be an administrator or have the view report permission.

Export data by opening a report and selecting from one of the three file options:

  • PDF

  • Excel

  • CSV

A file with the report name will be downloaded according to the option selected.

You can download all three reports at the same time. Just click on all three export options and all three files will be downloaded.

Export Columns

The exported file contains the same columns as the on-screen report. For the Process List report, this includes the Review date column alongside the other date columns (Created, Updated). Records without a review date export with an empty cell and the row is still included.

Reports that can be exported:

  1. Process List

  2. Approval Activities

  3. System Engagtement

  4. Feedback Summary

  5. AI Request History

  6. Role Allocation

  7. Role Allocation Status

  8. User-Role Allocation

  9. Approval Requests

  10. Unassigned Roles

  11. Outstanding Tasks

  12. Acknowledge Status

Note

  • The owner column will contain the owner role followed by the user(s) assigned to the role.

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