Exporting Reports

Each module within the platform provides built-in export options to help you easily download and review associated data. Follow the steps below to locate and use export features across various modules.

 

Programs and Assessments

To export a Snapshot Report for a program:

1. Navigate to the Programs module.

2. Select the desired program from the list.

3. Click the Options dropdown in the upper-right corner.

4. Select Snapshot Report to download a CSV file of the program

To access and export your Legacy Assessments, follow these steps:

1. Navigate to the Programs tab.

2. Click the ellipsis (…) on the right-hand side of the program.

3. Select Legacy Assessments from the menu.

4. On the Legacy Assessments page, click Export on the right-hand side.

5. Choose your export options, including report type, date range, location, and file format (CSV or PDF).

6. Click Download to export your legacy reports.

 

Policies

To export policy-related reports:

1. Go to the Policies module.

2. Click the Export button in the upper-right corner.

3. Choose from the following export options:

   • List of Active Policies

   • Attestation Records for a specific policy

   • All Attestations Report (includes data across all policies and versions)

 

 

 

Training

To export training records:

1. Navigate to the Training module.

2. Click the Export button in the upper-right corner.

3. Select one of the following:

   • Individual Training Reports - available in CSV and PDF format

   • All Employee Details Report ( CSV file that includes records for all active trainings)

 

Training reports can also be downloaded from within each individual training by opening the desired training and using the exports options on the upper right hand side.

If you have Legacy training from the previous training module:

1. Navigate to Training
2. Use the Ellipsis on the right hand side to select " View Legacy Training"
3. Use the Export option on the right hand side to download CSV or PDF versions of the legacy training reports.

Vendors, Applications, and Assets

To export data from these modules:

1. Navigate to the Vendors, Applications, or Assets module.

2. Click the Export button in the upper-right corner.

3. The export will include relevant records from the selected module in CSV or PDF format.

If you have any questions or need assistance download, please contact your CSM or our support team at support@compliancygroup.com.