How to Export a Register Report

Summary

The exporting functionality supports two types of data export from the registers for reporting purposes: Bulk Edit Export  and Register Export. This allows users to quickly generate editable DOCX or structured CSV files from either selected issue records or the full register. 

Export a Report using Bulk Edit to DOCX

From the Issue, Action Plan or Risk Scenario register:

1. Check the boxes next to the records to export.
2. Choose export to Docx.
3. Edit file name if needed.
4. Click download report.
5. Click cancel after download is complete.

Export a Report to CSV or DOCX

From the top of the Issue, Action Plan or Risk Scenario register

1. Find the search box and click the black download icon to the left.
2. Edit file name if needed.
3. Click the drop down to the right of the file name and choose CSV or DOCX.
4. Choose Filter option:
   • Use Applied Filters to download filtered records in the register (e.g. In-Progress)
   • Ignore Applied Filters to download all records in the register
5. Choose Include option:
   • Check the box for the type of record(s) to include.
6. Click Download.
7. Click Cancel after download is complete.