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Record Export Report

You can export all of the answers that have been provided for a record in the Record Export report

Updated over 2 months ago

What is a Record Export Report

The Record Export report is a fantastic report that allows you to export all record questions, answers, and available comments for a specific record. This report enables you to review all answers provided within a specified date range, helping you identify which questions are most frequently failed.


How to download a Record Export report

  1. Go to Record Export in the reporting portal.

  2. Select the desired time range, data type, and record you wish to view, then click Download to retrieve the report.

Once downloaded, the Excel file contains four tabs:

  • Events: Provides top-level information on all records completed.

  • Answers: Displays all questions and answers, along with any validation errors.

  • Comments: Shows any comments added to the record, including those related to validation errors.

  • Answers Matrix: Presents all Q&As for all records in a clear, organised format.

Did you know...?

  • You can schedule the reports and send them to the relevant team members via email.

  • You can create a favourite report to save a report with specific filters, amalgamations, and date ranges applied, allowing easy access without needing to reapply the filters each time you run the report.

☺️ Have questions or need support? Reach out to us at email. We're here to help!

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