Before you start
- You need Compliance read access.
- The export covers only the rows loaded on the current page of the List. To export more records, change pages and export again.
Export to CSV
1
Open the List
Open Compliance and click List in the page header.
2
Set the scope
Check the company selector and choose Active, Completed, or All runs.
3
Filter and page
Set the column filters. Choose a page size of 25, 50, 100, or 250 rows, and go to the page you want to export.
4
Click Export
Click Export in the page header. The file downloads as
compliance-list- followed by the date.5
Check the file
Open the CSV and check the rows and fields before you share it.
What the CSV includes
The columns are always the same:- Title, Status, Priority, and Due Date.
- Company, Run, Group, Device, and Location.
- Flagged, Public Notes, Private Notes, and Last Updated.
Troubleshooting
Frequently asked questions
Does Export download every matching check?
Does Export download every matching check?
No. It exports the rows on the current List page.
Can I export only the rows I checked?
Can I export only the rows I checked?
No. Checkboxes are for bulk actions. Use filters to narrow the export.
Does hiding Private Notes remove it from the CSV?
Does hiding Private Notes remove it from the CSV?
No. The CSV always has the same columns. Check the file before you share it.
Does the CSV include evidence files?
Does the CSV include evidence files?
No. Download files from the check’s Uploads tab.
Why are note formatting and images missing?
Why are note formatting and images missing?
Notes are exported as plain text.