Only an administrator or users with permission to view the relevant page are able to export.
The following data tables can be exported:
Companies
Users
Roles
Shared Processes
Object Tags
Business Continuity
Document Types
Attachment Link Types
Allocation Statuses
Note Types
Glossary Terms
Quick Steps
Settings, select the page that you wish to export
Locate 'Export' at the top left of the page
Three export options are available: PDF, CSV, Excel
Select the desired export format. The file will download and can be located in your downloads
PDF (Portable Document Format)
The PDF export will include all the fields from the data table, provided there is sufficient space to display them.
CSV (Comma Separated Values)
The CSV export will contain all the fields from the data table, along with additional useful details, like Created On, Updated On, Created By, and Updated By.
Exceptions: Status (if applicable), Type (Roles only), Roles Associated (Users only)
Each record is represented by a line, with fields within a record separated by commas.
Excel
The Excel export will contain all the fields from the data table, along with additional useful details, like Created On, Updated On, Created By, and Updated By.
Exceptions: Status (if applicable), Type (Roles only), Roles Associated (Users only)
