Overview
You can export your risk and control summary data as CSV files for reporting, analysis, or sharing outside ProcessPro. Exports respect your current filters and search terms.
Exporting the Risk Summary
Quick Steps
Navigate to Risk Manager > Risks tab
Verify the Export button is visible on the data table
Click Export
A CSV file is downloaded
CSV Contents
Columns match the data table: Title, Inherent Risk, Residual Risk, Categories, Owner, Controls, Review Date, Status
All risks for the current company are included (unless filtered)
File name format:
YYYY-MM-DD_Risk_Summary.csv
Exporting the Control Summary
Navigate to Risk Manager > Controls tab
Click Export
A CSV file is downloaded with columns matching the control summary table
File name format:
YYYY-MM-DD_Control_Summary.csv
Filtered Exports
Exports respect your current table state:
Apply a search filter (e.g. "cyber") on the summary table
The table shows filtered results
Click Export — the CSV contains only the filtered rows
Row count in the CSV matches the filtered table count
Exporting All Data
To export all risks or controls (not just filtered results):
Clear all search filters on the summary table
Verify all records are shown
Click Export
CSV Encoding
CSV files are encoded in UTF-8. Special characters (e.g. accented characters) are preserved and display correctly.
Exporting Tasks
The Reviews & Assurance tab also supports CSV export:
Navigate to Risk Manager > Reviews & Assurance
Apply any search filters if needed
Click Export
Important: Exported CSV files reflect the data at the time of export. They are not updated if records change after the download.
Further Information
For the risk summary table, see Managing Risks. For the control summary, see Managing Controls.