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Risk Manager: Exporting Risks and Controls

Export risk and control summaries as CSV files with filtering and UTF-8 encoding.

Written by James Ross

Overview

You can export your risk and control summary data as PDF, Excel, or CSV file for reporting, analysis, or sharing outside ProcessPro. Exports respect your current filters, sorting and search terms.

Quick Steps

  • Navigate to the relevant summary. Apply filters if needed.

  • Click Export.

  • Select either CSV, Excel or PDF.

The file will download and be available in your computer's downloads folder. It will contain all the fields available in the table.

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