Skip to main content

Exporting Reports

Export reports to PDF, Excel or CSV file formats.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 2 months ago

To view the reports section you need to be an administrator or have the view report permission.

Export data by opening a report and selecting from one of the three file options:

  • PDF

  • Excel

  • CSV

A file with the report name will be downloaded according to the option selected.

You can download all three reports at the same time. Just click on all three export options and all three files will be downloaded.

Reports that can be exported:

  1. Process List

  2. Approval Activities

  3. System Engagtement

  4. Feedback Summary

  5. AI Request History

  6. Role Allocation

  7. Role Allocation Status

  8. User-Role Allocation

  9. Approval Requests

  10. Unassigned Roles

  11. Outstanding Tasks

  12. Acknowledge Status

Did this answer your question?